Getting Started With MechanicDesk

 

Welcome to MechanicDesk!

Follow these four simple steps to set up your workshop and get moving.

 

Step 1: Log In or Create Your Account

• Already have an account? Check your inbox for our welcome email, use those login details to log in, and skip to Step 2.

• Need to sign up? Create your account here. It takes less than a minute and starts with a free 14-day trial (let us know if you need an extension!). You will receive your login details via email immediately.

 

Step 2: Get Familiar With the Platform

Once you log in, we highly recommend watching the following videos below. They cover the essential features most workshops use first:

Workshop Setup

• Setting up your workshop

• Customising invoices

User / Employee Management

• Adding new users/employees
• Access levels and roles

Customers & Vehicles

• Creating a new customer and vehicle

Jobs & Bookings

• Creating a job or booking
• Creating job types
• Working on a job
• Finishing a job and finalising invoices

(Diary, Invoices & Inventory)

• Using the diary and managing workload

• Viewing and creating invoices

• Adding new stock items, stock alerts, and reordering items

• Setting and using pricing levels

💡 Want more? Explore our complete library of Help Videos.

Step 3: Import Your Existing Data

Moving from another system? You can bring your existing data over easily. Follow our quick guide on How to Import Data into MechanicDesk to get started.

 

Step 4: Choose a Subscription Plan

Ready to transition from your free trial to a paid plan?

1. Log into your MechanicDesk account.

2. Click on your Workshop Settings to select and add a plan.

For more information, see How to Manage Your MechanicDesk Subscription.