Ah, the calendar—the heartbeat of every well-oiled workshop! Whether you’re a seasoned mechanic or a curious apprentice, the Auxo Workshop Calendar will help keep your schedule organised.
The Calendar in Auxo Workshop is where you can see a Weekly or Daily view of the work scheduled in, and using simple drag-n-drop to allocate work to technicians or move jobs around the calendar to specific day or time slots.
The Online Booking Scheduler is only visible in the side menu if this addon is activated in Settings. It will also not display for users assigned to the Basic User role. Read More in the How to Set up Online Bookings article.
What Can You Do in the Calendar?
Weekly or Daily Views: Imagine peering through a garage window into the week ahead or zooming in on the nitty-gritty of today’s hustle. Our calendar offers both views, so you’re always in the driver’s seat. Use the buttons on the top right to toggle between Daily & Weekly:
Drag, Drop, and Allocate: Need to assign a job to a tech? Simply drag it onto their column in the Daily View, or drag jobs to different days on the Weekly View.
Open the Job: If you want to view the full detail of a job, simply click the Job Number. We have a full article on how to manage jobs titled Adding and Editing Bookings/Jobs.
Daily and Weekly Views
Daily View
The Daily View will show you all jobs for the selected day, separated into individual columns for each technician.
You can drag and drop bookings to different technicians and time slots.
You also have a column for Unallocated Jobs, these are jobs that have not yet been assigned to a technician. You can simply drag and drop these into the appropriate technician and time slot to schedule the job.
Weekly View
The Weekly View shows all jobs for the selected week, separated into individual columns for each day of the week.
In the Weekly View you can easily drag and drop jobs from one day into the next.
Invoiced jobs can be easily spotted by the small "Invoiced" ribbon overlaying the job in the calendar view:
