Auxo Workshop

Introducing the Auxo Workshop Knowledge Base

Welcome to Auxo Workshop Knowledge Base

Getting Started with Auxo Workshop

Read this article if you're getting started as a Limited Access user of Auxo Workshop

Getting Started - Limited Access Role

Learn the key menus and tools in Auxo Workshop so you can navigate quickly and get things done.

General Navigation

How to use the Quick Search feature in Auxo Workshop

Quick Search

Welcome to the Auxo Workshop Dashboard! 🎉

Dashboard

Standard use and controls on various list screens in Auxo Workshop

Using List Screens in Auxo Workshop 📋

Organise and manage your jobs and invoices with ease

🏷️ Using Tags in Auxo Workshop

Learn how to manage deletions and archiving in Auxo Workshop, including what can and cannot be deleted.

Deleting and Archiving in Auxo Workshop

If you're using a Trial System and wish to clear your trial data here's how...

How to Clear Trial Data

To help prepare for your go live, this article explains what data will be retained when you 'clear trial data' from your trial system.

Clear Trial Data - What is Kept & What is Removed

A quick guide to browsers, connectivity and choosing the right device for Auxo Workshop, the Auxo Workshop Mobile app and SmartCheck Pro.

💻 Recommended Specifications

Getting Started

For customers new to Auxo Workshop, wanting to have data imported from other systems

Converting Data from Other Software

We've put together some best practices to refer to when changing from an existing Workshop Management system.

Best Practice Guide for Changing Systems

Download the template files for data conversions and find the detail on the requirements of the template files.

Data Conversion Templates

Read here if you're converting data from Workshop Software to Auxo Workshop

How to Export Data from Workshop Software

Read here, if you're converting data from Mechanic Desk to Auxo Worshop

How to Export Data from Mechanic Desk

Detail on what data we can convert, and guides on how to export from other systems

Find answers and get help from Intercom Support and Community Experts

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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