As with many lists in Auxo Workshop, you can customise the columns displayed on the Estimate List. Click Columns (top-right of the list) to toggle columns on or off.
💡 Tip: If certain fields don't appear for you, it may be due to limitations in your subscription plan or your user role.
🖥️ Column Reference
Estimate
Estimate No. – Unique identifier for the estimate
Creation Date – The date the estimate was created
Expiry Date – The date the estimate expires
Jobs – Job numbers linked to this estimate
Estimate Notes – Notes entered on the estimate
Total Amount – Total estimate amount
Services – The services included on the estimate. Where multiple services exist, they are displayed as a comma-separated list.
Customer
Customer Name – Name of the customer linked to the estimate
Mobile No. – Customer mobile number
Phone No. – Customer phone number
Email Address – Customer email address
Billing Address – Customer billing address
Delivery Address – Customer delivery address
GST Rate – The GST/tax rate assigned to the customer. This field may be labelled differently depending on your region.
Vehicle
Registration – Vehicle registration number
Vehicle Description – Make, model, and year of the vehicle
Chassis No. – Vehicle chassis number
VIN No. – Vehicle identification number
Variant – Vehicle variant
Class Type – Vehicle class type
Colour – Vehicle colour
Transmission – Transmission type
Fuel Type – Fuel type
Year of Manufacture – Year the vehicle was manufactured
🔍 Filters
Vehicles – Filter by
Year,Make, and/orModelTotal Amount – Enter a minimum and/or maximum value
Expiry Date – Set a custom date range
Creation Date – Set a custom date range
💡 Tip: Filters can be saved and set as default for quicker access in future sessions.