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🏷️ Using Tags in Auxo Workshop

Organise and manage your jobs and invoices with ease

Updated over 2 weeks ago

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 and Invoices. Auxo 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.


➕ Add a new tag

  1. Open any Job or Invoice

  2. Click Add Tag

  3. Pick an existing tag or click Add to create a new one

  4. Enter the tag Name

  5. 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:

  6. 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 your lists by tag

  1. Open the Job List or Invoice List

  2. In Filters, choose the tag or tags you want

  3. Click Columns to show useful fields for your workflow

  4. Click Export to CSV if you want to analyse the filtered 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.


💡 Popular tag ideas

  • Customer Waiting
    Prioritise on‑site customers who need quick turnaround

  • Waiting for Parts
    Pause work until parts arrive, then filter and resume

  • Payment Due
    Filter the Invoice List and follow up debtors efficiently

  • Wash Before Pickup
    End‑of‑day sweep to tidy vehicles due out

  • One 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


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