Jobs & Bookings
Managing jobs, bookings customers & vehicles
36 articles
- đź“Ź Editing Vehicle Readings on a JobFind out where readings are recorded, how blank readings behave, and how to correct a reading after a job has been invoiced.
- Introducing the Calendar 📆Your quick guide to using the Auxo Workshop Calendar
- The WorkboardTo view all your Work in Progress jobs organised by Job Status
- Adding and Editing Bookings & JobsHow to add and edit a new booking / job in Auxo Workshop
- How Email Invoices to CustomersHow to email an invoice to a customer in Auxo Workshop
- How to enter a customer's paymentThis article explains how to enter a payment against a job or invoice for your customer in Auxo Workshop.
- Applying Discount to a Job / InvoiceHere's how to apply discounting on jobs / invoices in Auxo workshop...
- How to Allocate Technicians to Jobs 👷‍♂️How to allocate a technician to a booking / job
- How to send Service Reminders?How to send service reminders, informing your customer that a service is due for their vehicle.
- How to Send Booking Reminders 🎗️How to send email or SMS reminders of upcoming bookings to your customers.
- Introducing Smart Templates in Auxo Workshop 🧩Learn how Smart Templates in Auxo Workshop streamline job management by suggesting relevant services for each vehicle. 🚗✨
- đź•’ Time SheetsComprehensive Guide to Using Time Sheets in Auxo Workshop
- Find and View InvoicesHow to find and view invoices (invoiced jobs) in Auxo Workshop
- GST Inclusive / Exclusive setting on JobsUnderstanding GST Inclusive and GST Exclusive Settings on Jobs in Auxo Workshop
- Labour RatesHow to setup and use Labour Rates
- Schedule Multiple Techs and Multi-Day Jobs with The SchedulerFor jobs spanning multiple days, or requiring more than one tech, use the Scheduler to track the job, labour and diary capacity accurately.
- Creating a Credit Note for a CustomerHow to create, allocate, and review customer credits in Auxo Workshop
- Split InvoicingHow to split invoices, such as splitting an insurance job between the insurance company and customer
- Pro Forma InvoicesHow to print or email a Pro Forma Invoice
- How to Create an EstimateHow to create and send Estimates, and convert them to jobs.
- Editing an InvoiceHow to make changes to a generated invoice
- Cancelling a Job / BookingHow to cancel a job / booking in Auxo Workshop
- Remove Credit Allocation from an InvoiceHere's how to remove the credit allocation from an Invoice
- Job List - Available Data FieldsList of the fields / columns available to be displayed in the Job Listing
- Invoice List - Available Data FieldsList of the fields / columns available to be displayed in the Invoice Listing
- Fixed ServicesJob Kits / Standard Jobs / Pre-made Kits - we call it Fixed Services, here's how to set them up...
- Adding Staff Leave to the CalendarManage staff availability and capacity in Auxo Workshop
- Customer RadarSetup and use Customer Radar in Auxo Workshop
- Managing Loan CarsHow to track loan car usage, availability, and agreements using job tags and filters.
- 🖨️ Printing Job CardsHow to print job cards from a job, the Job List, or the Workboard in Auxo Workshop
- Estimate List - Available Data FieldsList of the fields / columns available to be displayed in the Estimate List
- Reminder List - Available Data FieldsList of the fields / columns available to be displayed in the Reminder List
- Time Sheet List - Available Data FieldsList of the fields / columns available to be displayed in the Time Sheet List
- How Jobs and the Calendar Work TogetherUnderstanding what controls where and how a booking appears in the Auxo Workshop Calendar
- đź“Ž Attachments in Auxo WorkshopAttach, view, and manage images and PDF files on Jobs and Estimates
- 🔄 How to Reassign a Registration Number to a Different VehicleUpdating a vehicle's registration when the number is already in use on another vehicle