We don’t have a dedicated loan car feature yet, and we know this is something many workshops would love to see. While that feature isn’t available right now, we’ve put together some practical tips to help you manage loan cars effectively using Job Tags, saved filters, and optional agreement forms.
If this is an important feature for your business, please let us know! The more demand we see, the higher priority it will get in our roadmap.
This article explains how to:
Set up loan car tags
Assign a loan car to a job
Check loan car availability
Manage loan car agreement forms
Look up who had a loan car on a specific date
1. Set up loan car tags
Create a Job Tag for each loan car so you can track them individually.
Go to Settings → Job Tags.
Create a new tag using the format:
LoanCar-{Rego}For example:
LoanCar-ABC123LoanCar-JKL789
💡Tip: Use the registration number in the tag name so it’s easy to identify which car is booked.
2. Assign a loan car to a job
When a customer borrows a loan car:
Open the job for the customer’s vehicle.
Add the relevant loan car tag (e.g.,
LoanCar-JKL789).You would consider the job’s drop-off and pickup times as the period when the loan car is unavailable.
3. Check loan car availability
Option A: Diary view
Loan car tags are visible in the Daily and Weekly Diary views.
You can’t filter the Diary by tags, but a quick visual scan will show which cars are booked.
Option B: Jobs list with a saved filter
Go to Jobs list → Filter.
Under Job Tags, select all your loan car tags.
Set the Date range to Next 7 Days.
Save this filter as “Loan Cars Booked”.
Use this filter when someone requests a loan car to see upcoming bookings.
💡Tip: You can also create per-car saved filters (e.g., “LoanCar-ABC123 — Next 7 Days”) to check a single vehicle’s schedule.
4. Manage loan car agreement forms
Before handing over a loan car, you should have the customer sign an agreement. There are two main options:
Option 1: Printed form (Word or PDF)
Use a Word or PDF document with your loan terms.
Have the customer sign before they take the car.
After signing:
Add the tag
LoanAgreement-Signedto the job.Optional: Attach a photo of the signed form to the job for easy reference.
Option 2: Online form (e.g., Jotform)
Create an online loan agreement form using Jotform or a similar service.
Jotform can email you a unique link for each signed form.
Paste that link into the job’s Internal Notes for future reference.
Add the tag
LoanAgreement-Signedonce the form is completed.You can also create a custom SMS or email template in Auxo Workshop with the form link to send to customers before pickup.
5. Look up who had a loan car on a specific date
If you need to check who had a loan car (e.g., for a speeding fine):
Go to Jobs list → Filter.
Select the relevant loan car tag (e.g.,
LoanCar-ABC123).Set the Date range to the date in question.
Open the matching job to see the customer details.
Summary
While Auxo Workshop doesn’t yet have a dedicated loan car feature, these steps will help you manage loan cars effectively. If this feature is important to you, please let us know - your feedback helps us prioritise what to build next.