🧪 Beta Release: This change is currently in beta testing and is only available to select customers included in the beta. It will proceed to full release pending beta feedback.
Technicians' notes are often quick and technical. AI-written invoice notes turn them into a clear, customer-friendly note for each service on the invoice, so your invoices read well without extra typing in the office. You check every draft before it's saved.
✍️ Write an invoice note with AI
Each service on a job has an Invoice Note with a small sparkle button beside it.
Open the job and scroll to the service you want to write the note for.
Click the sparkle button beside Invoice Note.
You can also click into the note to open the larger editor, then click the sparkle button at the top.
If the note is empty, AI writes a new one. If it already has text, AI tidies your wording.
While the draft is being written you'll see Generating your invoice note… on the right.
Read the draft, headed Invoice note · [service name]. The labels underneath show what it was written from.
Click Accept to move the draft into the note on the left, where you can edit it.
Click Save to save the note to the service.
⚠️ Important: Clicking Accept doesn't save the note. Click Save afterwards, or the note is lost when you close the window.
Reviewing the draft
Accept: moves the draft into the note so you can edit and save it.
Regenerate: writes a fresh draft from the same information.
Discard: throws the draft away and leaves your note as it was.
Below the draft, small labels show what it was written from:
Internal note: the job's Internal Job Notes.
Line items: the parts, labour and outwork on this service.
Fixed template: the invoice note saved on a matching Fixed Service, used as a starting point. Read more in the 🧰 Fixed Services article.
🪄 Improve a note you've already written
When the note already has text, the sparkle button tidies the spelling, grammar and tone of what's there, without adding or removing any work.
Type or paste your note into the Invoice Note, or open it if it's already there.
Click the sparkle button.
Check the improved version on the right, then click Accept and Save, or Discard to keep your original.
💡 Getting the best results
Check each draft only covers its own service. The Internal Job Notes are shared by every service on the job. The AI is told to write only about the service you're on, but a draft can still pick up work from another service, so read it before you accept it.
Give it something to work from. A short technician note plus the parts and labour on the service gives the best result. You can create a note from the line items alone.
Expect plain, customer-friendly wording. Drafts are written in past tense for the vehicle owner, in New Zealand English. They leave out prices, part codes, quantities and the vehicle's make, model, rego and VIN, as these already show elsewhere on the invoice.
Edit freely. Once you click Accept, the note is yours to change before you save.
💬 Messages you might see
There is nothing to write from yet. Add an internal note or line items first. Add a technician note or a line item to the service, then try again.
We couldn't generate a note. Try again. or The AI assistant is unavailable right now. Please try again later. Wait a moment and click Regenerate, or close the window and try again.
The AI assistant could not write a note from this content. Reword the internal note or write the invoice note yourself.
This note has reached the limit of AI generations. Each service can have up to 5 AI drafts. Write or edit the note yourself.
📌 Good to know
AI-written invoice notes are on jobs only, in the Auxo Workshop web app. They aren't on estimates or the mobile app.
The buttons don't show on jobs that are cancelled, part paid or paid.
Each service can have up to 5 AI drafts. Attempts that fail don't count.
Drafts aren't saved anywhere unless you click Accept and then Save.
Customer names and contact details aren't sent to the AI.