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Jobs & Bookings
Jobs & Bookings

Managing jobs, bookings customers & vehicles

19 articles
Introducing the Calendar πŸ“†Your quick guide to using the Auxo Workshop Calendar
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 πŸ‘·β€β™‚οΈ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 πŸŽ—οΈ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. πŸš—βœ¨
πŸ•’ 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
Manage Multi Day Jobs with The SchedulerFor jobs spanning more than one day, use the Scheduler to track the job, labour and diary capacity accurately.
Creating a Credit NoteHow to create a Credit Note 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