This help video explains how to update your workshop details, upload your logo, configure GST settings, set opening hours, and manage booking reminders in MechanicDesk.
Open Workshop Details
From the top navigation bar, go to Settings, then select Workshop Details.
This is where you can manage the main information for your workshop.
Upload Your Workshop Logo
Click on the logo image area and upload an image file from your computer.
Make sure the file is a valid image format. Your logo can appear on printed documents, depending on your document settings.
Update Workshop Information
Under Workshop Information, enter your workshop details, including:
- Workshop name
- ABN
- Licence details
- Opening hours
- Vehicle servicing types
Your opening hours are important if you restrict employee access to work hours only.
Configure GST Settings
Choose whether your workshop is registered for GST, and whether your item prices already include GST.
Important: Make sure your GST settings are correct before importing inventory or other data.
If your inventory was imported with GST-exclusive prices, changing this setting later may cause those prices to be treated as GST-inclusive, which may not be correct.
If you are unsure, please contact the MechanicDesk support team before making changes.
Set Up Booking Confirmations and Reminders
To automatically send booking confirmations and reminders to customers, enable:
- Send Booking Confirmation
- Send Booking Reminder
These can be sent by email or SMS, depending on your selected settings.
Please note that each SMS sent incurs a 10-cent charge, billed at the end of your subscription period.
If SMS is selected but the customer does not have a phone number entered, MechanicDesk will send the reminder by email instead. This fallback does not work the other way around.
You can also choose how many days before the booking the reminder is sent, and whether to send a second reminder.
Leave the second reminder field empty if you do not want to send one.
Click Save when finished.
Update Contact Details
Under Contact Details, enter your workshop:
- Phone number
- Address
- Website
- Email address
For the address, start typing and select the correct address from the dropdown.
Double-check these details, as they can appear on invoices, job cards, emails and other documents generated from MechanicDesk.
Your workshop email address is also used for important account notifications.
Click Save when finished.