This article and video will cover the Autovitals and Protractor 2-way integration.
Protractor 2-Way Integration Video
For the best video viewing experience:
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Click the gear icon and then click Quality
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Select the highest-quality setting (usually 1080p60)
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Click Full Screen
Getting Started: What information is required in Protractor?
- Customer name
- Vehicle License Plate
- At least 1 authorized Labor line
- Change to status "Vehicle On Site"
How to Send Information from Autovitals to Protractor
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On Today’s Vehicles Page with the RO open, there are 2 buttons
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UPDATE VIN/ODO will send only VIN, license plate, and odometer in/out
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UPDATE WO will send all of the information available, including VIN, license plate, odometer in/out, canned jobs from the inspection, job line information, technician assignment, and technician clock times
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Those buttons must be clicked to send the information. This is done to avoid changes to the work order happening without the service advisor’s knowledge.
Supported 2-Way Integration Information
Summary of transferrable information
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Vehicle information
- VIN
- License Plate
- Odometer In/Out
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Technician Assignment
- Default Assigned Technician
- Labor Line Technician assignment
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Inspection Information
- Recommended Canned Jobs
- Customer-facing Notes
- Inspection URL
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Job Information
- Customer-facing Notes
- Completion status
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Technician Time
- Clock in/out Time
- Worked Time for each Repair Order
Vehicle Information
Tablet
From the Autovitals.x app, the technician can easily gather vehicle-specific information right from the home page.
- Press the VIN button to open the camera and scan the VIN tag of the vehicle and this will automatically add the VIN as well as trim level, engine, and drivetrain options
- Press the ENTER ODO button to enter the IN and/or OUT mileage
- Press the Plate button to manually enter the license plate
Today's Vehicle Page
Once this information is gathered, you will be able to see this information on the Repair Order Tile pop-up
After the Service Advisor presses UPDATE VIN/ODO or UPDATE WO the VEHICLE INFO and IN: / OUT: fields in Protractor will be filled in with that information
Technician Assignment
Technician assignment can be performed in either Autovitals or Protractor.
- If you assign the technician(s) in Protractor, Autovitals will detect that assignment and automatically assign that Repair Order to that technician's tablet and Techview column.
- If you assign the technician(s) in Autovitals, once the UPDATE WO button is pressed Protractor will update each labor line and/or the default tech to the assigned technician(s)
To assign the technician in Autovitals, you can use the drag-and-drop feature to move a tile to the desired technicians column in Techview.
Or you can use the ASSIGN WORKSHEET button to...
- Select the Default Technician and/or...
- The labor line-specific technician assignment
- Default Technician
- Labor line-specific Technician
Inspection Information
After the technician has completed the inspection on the Autovitals.x app, the URL for the inspection can be sent back to Protractor. Additionally, if you have your Protractor canned jobs integrated with your inspection sheet, those canned jobs can be sent back to the repair order in Protractor which can greatly decrease estimating time if utilized correctly.
- Pre-configured canned job selected as the ACTION
- Approved Customer Note and Photo for each Topic for any Topic with a configured canned job recommendation
- A URL will be generated and sent in Protractor for the selected inspection report
Once the UPDATE WO button is pressed, and configured canned job recommendations will populate as unapproved labor lines on the repair order in Protractor.
- Canned Job that was recommended in the inspection report
- Customer Note attached to the Note field within the job
- Inspection Report URL
Job Information
If the Technician adds information to an approved labor line, that information can be sent back to Protractor.
- Job Completion can be set to 100% on either the Autovitals.x app or from the Today's Vehicle Page by pressing the circle-icon to the left of the desired labor line
- Approved Customer Notes
Once the UPDATE WO button is pressed, any labor lines with Job Completion or approved Customer Notes will update to display that information
- Job Completion
- Customer Notes
Technician Clock Time
Each technician's Clock In & Clock Out activities as well as their Worked Time on specific repair orders can be sent to the Time Clock report within Protractor via the Update WO button
If you have any additional questions, reach out to our Support Team by clicking Submit a Request in the top right-hand corner of this page.