Onboarding
You are Never on Your Own with Protractor
By choosing Protractor, you gain access to our award-winning customer success team – experts in onboarding, system configuration, integration setup, data migration, and comprehensive training both before and after launch.
You Control How Quickly Your Shop Goes Live
Step 1
Initial Consultation
Your Customer Success Manager (CSM) will contact you to schedule an introduction and data collection session at a time that’s convenient for you and your team.
- Meet our team
- Set go live date expectations
- Review the onboarding process and next steps
Step 2
Customizing Your New Protractor Database
This step ensures that your new Protractor Database is thoroughly configured to reflect all aspects of your business, including your processes, workflows, and key operational details, providing a tailored solution to meet your specific needs.
- Data Collection
- Supplier Setup
- Inventory Setup & Training
Step 3
Building Out Your Process in Pricing, Accounting & Service Advisor Tools
Setting up your Protractor database will continue to progress seamlessly, ensuring a smooth transition as training begins for the team members responsible for managing bookkeeping tasks. This process helps familiarize your team with the system, streamlining operations and improving overall efficiency in handling financial records.
- Setup of Service Packages and Pricing
- Accounting Setup and Training
Step 4
Advanced Tool Training & Setup
Explore Protractor’s comprehensive work order templates, designed to speed up your workflow and enhance efficiency. Benefit from integrated labor, parts, and inventory catalog lookup, making it easy to access the information you need in one place. Take advantage of customizable parts and labor matrices to tailor your operations to your business needs. With Protractor, you get powerful tools and features that simplify your processes and help your business run more smoothly.
- Service Advisor Training
- Inventory Training
- Pricing and Package Setup
- Accounting & Reporting
Step 5
Final Database Review and Launch
This stage focuses on final launch preparations, including a thorough review of your new Protractor database, customized workflow configurations, supplier integrations, and other essential components.
- Database Delivery & Review
- Go-Live Preparations
- Set Go-Live Date
Step 6
Continued Support for Success
Once you go live, you’re never on your own. Enjoy ongoing training and personalized support through your preferred channels – whether it’s email, live chat, training videos, our user community, or more. Our award-winning customer support team is always ready to assist over the phone, via email, or through live chat.
INTEGRATION
Partnering for Success: Integrations That Work for You
Protractor is dedicated to enhancing your software’s success through strategic partnerships and seamless integrations designed to boost efficiency and drive results.
Learn more
Protractor Features
Digital Vehicle Inspection
Enhance transparency, enable clear communication, and empower customers to make informed decisions. Build trust in the repair process with better insights and a more reliable experience.
Learn More
Integrated Payments
Integrated payments enable faster checkouts, minimize errors, improve accuracy, and free up time to focus on delivering exceptional service and enhancing customer satisfaction.
Learn More
Customer Communication
Optimize customer communication with Protractor’s tools like Text-To-Pay, built-in emailing, and 24/7 online booking. Enhance payments, messaging, and scheduling – all in one easy-to-use software.
Learn More
Matrices
Discover Protractor’s pricing tools, including Linear Parts & Labor Matrices, Margin Thresholds, and Automated Labor Bumps, designed to ensure precise, consistent, and fair service pricing.
Learn More
Shop Management
Protractor’s shop management software helps modern aftermarket shops manage single or multi-location operations, track profit centers, enable team communication, and ensure data security.
Learn More
Parts & Inventory
Manage parts and inventory with Protractor’s tools, including catalog lookups, vendor integrations, warranty handling, core tracking, and return management.
Learn More
Dashboards
Monitor performance, track profitability, and make informed decisions with customizable dashboards and reporting tools. Gain visibility into sales, technician efficiency, deferred work, and key business metrics so you always know how your shop is performing.
Learn More
Accounting
Manage your shop finances efficiently with Protractor’s accounting tools. Robust features include an integrated general ledger, receivables, payables, tax tracking, and banking integration.
Learn More
“
“Protractor has been a game changer for my small business. It allows me to track everything in one place, including appointments, inventory, work orders, invoices, and accounting. They provide excellent training on the software. I feel confident in running my business more efficiently with Protractor. I highly recommend Protractor to other automotive technicians looking to start their own business.”
“
“Our shop has been using Protractor for several years, it’s easy to learn and easy to use! And it’s great I can access it from my laptop wherever I go. Today I needed assistance with a quick issue setting up online suppliers and Isabelle had me fixed up in only a few minutes.”
“
“We have been in the automotive business for 30 years. Throughout that time we have constantly been on the lookout for advantages that will help us stand out among our competitors. Since we switched to Protractor we have not looked back. Protractor has streamlined our accounting procedures while still allowing us to track and project growth with a few short keystrokes. I would highly recommend this program to any business looking to increase productivity and profits.”
“
“When it was time to upgrade, I looked at all the systems available. Protractor was way out in front, with built-in features such as integrated labour guides and online parts ordering right on to the work order and into payables automatically, email reminders, technician time clock, fast estimating, keeping track of deferred work and prompting the Advisors for the next service. These service additions pay for the price of the software alone!”
“
“Other shop management software may be impressive, like a Ferrari or Lamborghini, but Protractor stands in a class of its own. It’s the Formula 1 of shop management systems—unmatched in performance and excellence.”
“
“We were looking for something more robust. From an owner’s standpoint, my favorite feature is the reporting capabilities. With all the dashboards and reports, the technician time tracking and the efficiency monitoring within each job is one of the best features of Protractor. My service advisors really like the work order layout, history, deferred work tabs, and analysis tab – you can maximize your gross profit per billed hour within each work order. It’s been a true game-changer!”
