In Auxo Workshop, we have a handy feature called Tags. You can create as many tags as you like to help organise and manage your jobs and invoices. The system comes with a few default tags such as Customer Waiting, Waiting for Parts, Satisfied Customer, Payment Due, On-Hold, and Waiting for Approval.
Adding Tags to Jobs or Invoices
To add tags to a job or invoice, follow these steps:
Navigate to the Job or Invoice List: Start by going to the job or invoice list.
View Existing Tags: Any tags already added to the job will be displayed at the top left next to the job number and job status.
Add a New Tag: When you want to add a new tag, click Add Tag at the top left of the screen.
Select or Create a Tag: You will see a list of any existing tags in your system, including the system default tags and any you’ve added yourself. If the tag you wish to add doesn’t exist, you can click the Add button to create it.
Choose a Colour: When you add a tag, you will see a screen (insert screenshot) where you can choose the colour for the tag you're creating.
Click Confirm to finish creating the tag or Cancel to cancel.
Add Multiple Tags: You can add as many tags as you like to a job/invoice.
Benefits of Using Tags
Tags can be very useful for categorising your jobs and invoices for various purposes. Here are some examples:
Satisfied Customer: Tag a job as Satisfied Customer. In the Invoice List, you can use a filter to show all your satisfied customers. From there, you could send them an email (based on a communications template) with a link to your Google Reviews page for them to leave you a positive review.
High Priority: Use tags to categorise jobs as High Priority.
Wash Before Pickup: Add a tag to Wash Before Pickup so someone in your team can use a filter to see a list of jobs where the car should be washed before pickup.
Using tags effectively can help streamline your workflow and ensure that important tasks are easily identifiable and manageable. You may also find your own unique uses for tags that suit your specific needs. If you come up with any creative or valuable ways to use tags, we'd love to hear from you!