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:
π‘ Tip: If certain fields don't appear for you, it may be due to limitations in your subscription plan or your user role.
π₯οΈ 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
π Filters
Vehicles β Filter by
Year,Make, and/orModelTotal 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
π‘ Tip: Filters can be saved and set as default for quicker access in future sessions.
