💡 Why margins matter
Margins keep your workshop profitable. These tools make margin checks quick and actionable.
Set your Target Job Margin
Define your target job margin in System Configuration. This drives margin alerts on jobs.
📖 Related article: Initial Setup - System Configuration
📊 Price smarter with Pricing Matrix
Use tiers to apply stronger margins to low-cost items and balanced margins to high-cost parts.
📖 Related article: The Pricing Matrix
🔗 Capture accurate costs via supplier integrations
Pull parts straight from supplier catalogues into Estimates and Jobs for real-time accuracy.
📖 Related article: Estimates - Adding Parts from Supplier Integrations
✏️ Adjust margin% quickly on any line item
When working on a Job, click the Margin value on a line item to edit Margin %. This recalculates the sell price automatically.
🚨 Use margin alerts to avoid under-charging
Auxo Workshop provides contextual alerts that give a clear indication when you're under your target job margins, with helpful tips suggesting how much more you may need to charge to reach your targets:
When the Payment section is collapsed:
Red alert icon below the Show cost & margin toggle shows Profit too low and a tip line, e.g. Add $xx.xx to bring the subtotal to at least $xx.xx.
When the Payment section is expanded:
Red warning icon beside Subtotal. Hover to see:
Current Margin
Target Margin
Gap to Target
📝Note: This requires the Show Cost & Margin toggle to be enabled on jobs, and calculates based on cost prices vs your Target Job Margin
🔍 Workflow: Margin check at key moments
Before ordering parts → confirm accurate supplier costs.
While editing a job → glance at alerts, adjust Margin %.
Before invoicing → quick final margin check.
📚 Related articles