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Estimate List - Available Data Fields

List of the fields / columns available to be displayed in the Estimate List

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.

Here is a reference of all available fields:

πŸ’‘ Tip: If certain fields don't appear for you, it may be due to limitations in your subscription plan or your user role.


πŸ–₯️ Column Reference

Estimate

  • Estimate No. β€” Unique identifier for the estimate

  • Creation Date β€” The date the estimate was created

  • Expiry Date β€” The date the estimate expires

  • Jobs β€” Job numbers linked to this estimate

  • Estimate Notes β€” Notes entered on the estimate

  • Total Amount β€” Total estimate amount

Customer

  • Customer Name β€” Name of the customer linked to the estimate

  • Mobile No. β€” Customer mobile number

  • Phone No. β€” Customer phone number

  • Email Address β€” Customer email address

  • Billing Address β€” Customer billing address

  • Delivery Address β€” Customer delivery address

  • GST Rate β€” The GST/tax rate assigned to the customer. This field may be labelled differently depending on your region.

Vehicle

  • Registration β€” Vehicle registration number

  • Vehicle Description β€” Make, model, and year of the vehicle

  • Chassis No. β€” Vehicle chassis number

  • VIN No. β€” Vehicle identification number

  • Variant β€” Vehicle variant

  • Class Type β€” Vehicle class type

  • Colour β€” Vehicle colour

  • Transmission β€” Transmission type

  • Fuel Type β€” Fuel type

  • Year of Manufacture β€” Year the vehicle was manufactured


πŸ” Filters

  • Vehicles β€” Filter by Year, Make, and/or Model

  • Total Amount β€” Enter a minimum and/or maximum value

  • Expiry Date β€” Set a custom date range

  • Creation Date β€” Set a custom date range

πŸ’‘ Tip: Filters can be saved and set as default for quicker access in future sessions.

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