Effective booking management is Auxo Workshop's forte; helping your workshop run smoothly, keep the bays full, and keep customers happy.
Whether you’re a seasoned mechanic or a workshop manager, this article will walk you through the essential steps for adding and editing bookings efficiently.
Some features covered in this KB are restricted to users with specific roles (Workshop Administrator / Workshop Owner).
No time to read this whole thing? We've put together the key info in the video below!
TABLE OF CONTENTS
Creating a New Booking
All jobs in Auxo Workshop start as a booking.
To create a booking click the New Booking button on the top right of the screen:
Then you'll be asked to select the customer & vehicle.
If your role is Basic User, you will only be able to select from existing customers, other users will be able to add new customers during this step.
Once the customer and vehicle are selected you will be taken to the Job Maintenance Screen where you can add/edit the details of the job.
Editing Existing Bookings
You can open existing jobs from multiple places within Auxo, such as the Job List, the Diary and the Workboard, by clicking on the job number, to open the Job Maintenance Screen
The Job Maintenance Screen
All areas of the Job Maintenance Screen are explained below!
Vehicle Section
On the vehicle section you can click the three dots to make changes or view the Service History of the vehicle.
Scheduling the Job
You can schedule in the booking, and modify the day and estimated duration of the job.
Internal Job Notes
These are notes for internal use only, and will not print on the customers invoice, these are useful to be printed on job cards.
Readings
To record the odometer and other associated readings from the vehicle.
Vehicle Reminders
Here you can add or edit reminders for the current vehicle (e.g. service reminders):
Services
In the Services section you can search from a list of predefined or previously used services to add them to the job:
Once a service has been added to the Job you can edit certain details of the job, such as part number, description, qty and price. Depending on your use Role you may have restricted access to edit some of these fields:
Payment & Invoicing Options
Depending on your Role you may have access to the settings at the bottom of the screen to process the invoice and payment related to the job.
The Show Cost & Margin setting is not available to users with the Basic User role.
Please note that cost for labour requires that a technician must be allocated to the job, and the technician has a cost price set up in the Staff setup section of Auxo Workshop.