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Protractor Guided Tours
These Guided Tours will introduce you to the major Protractor concepts in a little more depth. Each tour covers one Protractor topic, and each topic builds on concepts covered in previous topics. Therefore, your first time through, you should consider viewing the tours in the order they are presented.
 The tours are self-running, narrated Flash® tours. You will require a fast Internet connection, a computer equipped with a sound system, and a screen resolution of at least 1024x768.
Important Note: If you have Windows XP Service Pack 2 installed, Internet Explorer Popup Blocker will prevent the tour from running properly. Please add "protractor.com" to your Trusted Sites list for the best experience. If you are using custom level for your trusted site, make sure "protractor.com" is able to popup window as well as initialize window in full screen.
Important Note: If you are using FireFox or any browser that prevents the pop up window to go to full screen. Just press F11 or appropriate key to make the new window full screen after it is popped up.
Introduction to Protractor
This set of tours introduces Protractors software products and on-line services. It also introduces you to the User-Interface for the software. And shows you how to customize Protractor to fit your own unique service business.
Quick Tour (Approximate Tour Time: 14 min.)
This tour provides a quick tour of Protractor’s customer configuration capabilities, work flow management features, work order process, parts and labor guide integration with online ordering features, and an overview of the fully automated marketing system.
User Interface Tour (Approximate Tour Time: 11 min.)
Protractor software was designed to look and feel much like Microsoft Office® and to exchange data with it. This tour introduces you to Protractor Software's User-Interface.
Introduction to Products and Services (Approximate Tour Time: 7 min.)
This tour introduces Protractors software products and on-line services. It includes an overview of the underlying Internet technology that enables Protractor's Business to Business (B2B) features.
Customizing Protractor Tour (Approximate Tour Time: 17 min.)
Protractor software is much more than a simple accounting program. It is a total management system for your business. This tour introduces you to the ways you may customize Protractor to tweak it perfectly for your own unique service business. As you view the tour, remember that Protractor Customer Support will be working with you and your staff as you set up and learn this powerful software.
Protractor Link (Approximate Tour Time: 7 min.)
This tour will show you how to quickly lookup parts and check availability and pricing with your supplier. It will also demonstrate the ability to place an order for those parts and view order history.
Protractor Estimate (Approximate Tour Time: 10 min.)
This tour will introduce you to Protractor's unique abilities to quickly create estimates for both parts and labor and place orders online with your suppliers.
Service And Maintenance
Protractor's software products and computer services were designed specifically for service businesses. This set of tours will showcase Protractor's contacts management, Protractor's ability to maintain vehicles or equipment on scheduled maintenance plans. As well as how Protractor's service history, service forecasting, and service reminder works.
Contacts Management Tour Part 1 (Approximate Tour Time: 15 min.)
With traditional management software, you manage separate lists of customers, suppliers, and employees. With Protractor, you simply have one list of contacts. A contact may have any number of relationships with your business. Part 1 of this tour takes an in-depth look at Protractor's Contact Cards.
Contacts Management Tour Part 2 (Approximate Tour Time: 12 min.)
Your Contacts Lists is one of your business's most valuable assets. Part 2 of this tour takes a detailed look at the features of Protractor's Contacts Manager.
Vehicle Care Tour (Approximate Tour Time: 14 min.)
Protractor's software products and computer services were designed specifically for service businesses - businesses which maintain vehicles or equipment on scheduled maintenance plans. This tour introduces Protractor's Vehicle Care Maintenance cycle, then takes an in-depth look at Maintenance Plans and Vehicle File Cards.
New Work Wizard Tour (Approximate Tour Time: 16 min.)
Protractor's New Work Wizard was designed to turn every person at your shop into a professional Service Advisor. It allows anyone who answers the phone or greets customers to gather the information required to book a service appointment using the same professional script - every time. In this tour, we take a look a Protractor's unique New Work Wizard.
Service History Tour (Approximate Tour Time: 10 min.)
Each time you inspect a vehicle, service a vehicle, or create an estimate, you generate Service records which Protractor carefully records and categorizes by Service Category. In this tour we take a detailed look at the three ways you may retrieve and view a vehicle's Service History.
Service Forecasting Tour (Approximate Tour Time: 14 min.)
Two important aspects of Protractor's Vehicle Care Maintenance cycle are handling outstanding or deferred work, and forecasting when upcoming service will be due. In this tour we take a detailed look at how Protractor performs these important tasks.
Service Reminders Tour (Approximate Tour Time: 12 min.)
To prepare Service Reminders, Protractor analyzes a vehicle's Service History relative to its assigned Maintenance Plan. In this tour, we take a detailed look at how Service Reminders and Thank You Letters work.
Inventory And Purchasing
This set of tours introduces you to the major features of Protractor's integrated materials and supplies handling. It will also show you how purchasing, transferring, and returned goods are handled in Protractor.
Inventory Features Tour (Approximate Tour Time: 9 min.)
This tour introduces you to the major features of Protractor's integrated materials and supplies handling. We'll cover the differences between materials and supplies inventory, and show you how inventory control works in Protractor's Enterprise-wide environment.
Inventory Management Tour (Approximate Tour Time: 15 min.)
In this Tour, we continue our look at Protractor's Inventory Management system with a discussion of inventory level management, materials sell pricing, warranty tracking, consignment inventory, and finally, perpetual inventory control.
Purchasing & Receiving (Approximate Tour Time: 10 min.)
In this Tour, we will showcase Protractor's tight integration of the inventory, purchasing and work order systems.
Returned Goods (Approximate Tour Time: 6 min.)
In this Tour, we will discuss Protractor's integrated returns management for both whole items and cores.
Inventory Transfers (Approximate Tour Time: 8 min.)
Here, we will demonstrate Protractor's ability to transfer stock between locations when using the Franchise or Enterprise edition of the software.
Workflow Management
This set of tours begin the discussion of Protractor's Workflow Management features with an overview of the workflow process. A detailed look at the Work In Progress Manager, which automate every step in the workflow process, as well as the all important Work Order Editor. Counter sale and for selling wholesale and retail materials without tracking as well as credit slip to process a credit will also be demonstrated.
Workflow Management Tour Part 1 (Approximate Tour Time: 9 min.)
The Service Desk in an auto repair shop can be an intensely busy place. Service Advisors must track every job through each stage of it's completion, while interacting with customers, technicians and suppliers. We begin the discussion of Protractor's Workflow Management features with an overview of the workflow process.
Workflow Management Tour Part 2 (Approximate Tour Time: 15 min.)
Protractor's Work In Progress Manager provides tools to automate every step in the workflow process in as much granularity as a job warrants. In Part 2 of this Tour, we take a detailed look at the Work In Progress Manager.
Work Order Part 1 (Approximate Tour Time: 10 min.)
This tour will provide an overview of the many tools and options that are available in the Work Order Editor. This is part 1 of a 4 parts tour.
Work Order Part 2 (Approximate Tour Time: 8 min.)
This tour will discuss adding and managing services, reported problems, inspections, and labor items on the Work Order Editor. This is part 2 of a 4 parts tour.
Work Order Part 3 (Approximate Tour Time: 9 min.)
This tour will discuss managing material items in detail. Specifically how parts can be drawn from inventory or sourced from a supplier. This is part 3 of a 4 parts tour.
Work Order Part 4 (Approximate Tour Time: 6 min.)
This tour will provide a detailed view of deferred work, pin-point inspections, work order analysis, and invoice posting. This is part 4 of a 4 parts tour.
Counter Sale & Credits (Approximate Tour Time: 9 min.)
The counter sale provides a quick method of selling wholesale and retail materials as well as services over the counter. The credit slip wizard combines retrieving an invoice from history and processing a credit.
Estimates & Templates (Approximate Tour Time: 6 min.)
The tour will demonstrate Protractor's ability to quickly build estimates and how you can automate the work order process using templates.
Catalog And Online Order
This set of tours will begin with Protractor's catalog overview and setup tour to provide an overview of Protractor's seamless integration to parts and labor catalogs. It will also showcase Protractor's seamless integration with Activant's eLaborExpert and ePartExpert catalogs as well as demonstrate the Interchange and Tire Fitment features. There's also many tours on many online ordering protocol that's integrate part of Protractor such as AConneX, IAP, and NAPA ProLink.
Activant Catalog Tour (Approximate Tour Time: 15 min.)
In this tour, we will showcase Protractor's seamless integration with Activant's eLaborExpert and ePartExpert catalogs. It will also demonstrate the Interchange and Tire Fitment features.
Activant Catalog / CAPP Tour (Approximate Tour Time: 15 min.)
In this tour, we will showcase Protractor's seamless integration with Activant's eLaborExpert and ePartExpert catalogs. It will also demonstrate the Tire Fitment, VIN Decoder, Online Ordering and Interchange features.
NAPA (Approximate Tour Time: 9 min.)
This tour demonstrates Protractor's unique integrations to NAPA's ProLink Catalog and Online Ordering System.
Master List (Approximate Tour Time: 10 min.)
In this tour, we will showcase Protractor's seamless integration with Activant's ePartExpert catalog and integrated manufacturer’s price lists. To demonstrate we discuss both mechanical parts and tire searches by size.
Wrenchead (Approximate Tour Time: 8 min.)
This tour demonstrates Protractor's integration with the Wrenchead catalog and online ordering system.
WORLDPAC (Approximate Tour Time: 5 min.)
This tour demonstrates Protractor's integration with the WORLDPAC speedDIAL catalog and online ordering system.
Accounting
This set of tours will begin with Protractor's accounts receivable and accounts payable features. Including how accounts are established, accessed. And how to management your receivable and payable account entries.
Accounting (Approximate Tour Time: 8 min.)
This tour demonstrates the power of a real time, automotive industry specific, integrated accounting system. Protractor can save vast amounts of time while managing industry specific accounting challenges that general accounting systems are not designed to do.
Accounts Receivable (Approximate Tour Time: 11 min.)
This tour will demonstrate how accounts are established and accessed. It will also demonstrate the receivable account management features, how to apply service charges and prepare statements.
Accounts Payable (Approximate Tour Time: 10 min.)
This tour will demonstrate Protractor's main accounts payable features including making payments, entering bills, applying payment terms and recalling transaction details.
Daily Tasks & Cash Drawer (Approximate Tour Time: 8 min.)
This tour will explore typical day end procedures to follow using Protractor's cash drawer balancing and reports.
Payroll (Approximate Tour Time: 10 min.)
This tour will demonstrate setting up the payroll system, preparing payroll, payroll advances, payroll remittances and payroll reporting.
Bank Accounts (Approximate Tour Time: 10 min.)
This tour will discuss setting up bank accounts, check writing, check printing, bank account management and reconciliation.
General Ledger (Approximate Tour Time: 13 min.)
This tour will provide an overview of Protractor's General Ledger by discussing the general ledger manager, setting up accounts, retrieving information, marking entries, and running standard financial reports.
Multi-Location
Multi-Location (Approximate Tour Time: 17 min.)
Protractor’s multi-location tour demonstrates powerful enterprise features specific to operations with 2 or more locations. It will showcase setup options that allow for consistency throughout your enterprise in day to day operations. Sharing information between locations in real time, maximizing sales during work order generation, centralized accounting options, and some of Protractor’s powerful reporting are discussed throughout the tour.
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