Tags help you organise Jobs and Invoices at a glance. Add one or more tags, filter your lists, then take quick actions like messaging customers or pulling work forward.
Who is this for: Workshop Owners, Admins, Service Advisors
Why use it: Faster triage, clearer priorities, easier follow‑up
What you’ll learn
What tags are and where they show
How to create, colour, and manage tags
How to filter lists by tag and export results
Practical tag ideas you can start using today
A simple “Waitlist” workflow for filling cancellations
❓ What are tags
Tags are colour-coded labels you attach to Jobs. Auxo Workshop includes handy defaults like Customer Waiting, Waiting for Parts, Satisfied Customer, Payment Due, On‑Hold, and Waiting for Approval. You can add your own any time.
Tip: Lists support Filters, Columns, saved views, and Export to CSV. See Using List Screens for a quick tour. The Job List & Workboard both allow you to filter by Job Tags.
➕ Add a new tag
Open any Job or Invoice
Click Add Tag
Pick an existing tag or click Add to create a new one
Enter the tag Name
Choose a Colour: When you add a tag, you will see a screen where you can choose the colour for the tag you're creating:
Click Confirm to finish creating the tag or Cancel to cancel.
Naming tips: Keep names short and action‑oriented, for example High Priority, Waitlist, Wash Before Pickup
🏷️ Add or remove tags on a record
To add, click Add Tag, select the tag, then Confirm
To remove, click the small x on the tag displayed beside the Job or Invoice number
🔎 Filter by tag
Tags can be used to filter jobs in two places.
Job List
In Filters, select one or more tags to narrow the list to matching jobs. Click Columns to show useful fields for your workflow, and Export to CSV if you want to analyse the results in Excel.
Save it for later: Click Save Filter, give it a clear name, then Save. Only set Default if you want that view to load every time you open the list.
Helpful references:
Workboard
The Workboard Tags filter supports two modes, giving you flexibility to either focus on specific jobs or clear out jobs you don't need to see right now.
Select the dropdown arrow beside Tags in the Workboard header to open the Tags filter panel, then choose a filter mode:
Include Tags: Shows only jobs that have at least one of the selected tags applied.
Exclude Tags: Hides any jobs that have at least one of the selected tags applied, showing everything else.
The Exclude Tags mode is particularly useful when your Workboard feels cluttered with jobs you can't actively progress. For example, if you have vehicles sitting in the car park waiting to be worked on when time allows, tag them as "One Day" and exclude that tag to keep your Workboard focused on the jobs that need attention today. The same approach works for anything you want to temporarily clear from view, like jobs waiting on parts.
💡 Popular tag ideas
Customer Waiting
Prioritise on‑site customers who need quick turnaroundWaiting for Parts
Pause work until parts arrive, then filter and resumePayment Due
Filter the Job list for invoiced jobs that are unpaid to follow up debtors efficientlyWash Before Pickup
End‑of‑day sweep to tidy vehicles due outOne Day
Non‑urgent jobs you can pull forward when time frees up
📅 The “Waitlist” tag for cancellation slots
When a customer wants an earlier booking, tag their Job as Waitlist. If someone cancels or no‑shows, open the Job List, filter by Waitlist, then offer the newly available slot to those customers.
Example SMS template
Hi @CustomerName, this is @CompanyName. A spot just opened on [day] at [time]. Would you like to move your booking into this slot? Reply YES to confirm or call us on @CompanyPhone.
You can create reusable SMS and email templates in How to Edit or Create a Communications Template
✅ Best practice
Keep the tag set small to start, expand only when needed
Use colours with intent: red for urgent, blue for waiting, green for done
Save named filters for your common tag workflows, for example Waiting for Parts today, Waitlist, Wash Before Pickup
Export to CSV for quick ad hoc reporting, then return to your default list view for everyday work