Jobs & Bookings
Managing jobs, bookings customers & vehicles
39 articles
- ⏱️ Live ClockingSee who is clocked on, what they are working on, and whether the job is running past its estimated time, then clock technicians on or off from the same screen.
- 📏 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. 🚗✨
- 🕒 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 CarsSet up your loan cars, allocate one to a job, and print an agreement for the customer to sign.
- 🖨️ 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
- 📎 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
- 📄 Setting Up Your Loan Car AgreementControl the wording, details and branding on the loan car agreement your customers sign.
- 📅 Using the Loan Cars SchedulerA week-long view of your loan fleet, with booking, rescheduling and a full loan history.