Auxo Workshop

Create a Saved Filter in the Invoice List to view all jobs that have been invoiced for the day.

- Create a Saved Filter in the Invoice List to view all jobs that have been invoiced for the day.

Check the weekly calendar for any jobs that haven’t been invoiced. If a job is still pending, drag it to the next day.

- Check the weekly calendar for any jobs that haven’t been invoiced. If a job is still pending, drag it to the next day.

Set up reminders for any bookings scheduled for tomorrow to keep things on track.

- Set up reminders for any bookings scheduled for tomorrow to keep things on track.

Review jobs scheduled for the next day, assign technicians, and order parts to ensure everything runs smoothly.

- Review jobs scheduled for the next day, assign technicians, and order parts to ensure everything runs smoothly.

By following these steps, you’ll keep everything organised and make sure the next day is set up for success.

Follow these steps to review your day’s work and get ready for the next.

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