Getting started with MechanicDesk

 

Getting started with MechanicDesk is straightforward and quick. Just create an account, and you’ll have full access to all features during your trial.

Already received your welcome email? Use the login details in that email, then start from Step 2.

Step 1: Create your account

You can create an account here.

It only takes about a minute. Your account will start with a 14-day trial, which we can extend if you need a bit more time.

Once you’ve completed the sign-up form, you’ll get your login details by email straight away, so you can start exploring MechanicDesk right away.

Step 2: Get familiar with MechanicDesk

Once you’ve logged in, we recommend watching the videos to get a feel for how MechanicDesk works.

The videos below cover the key areas most workshops use first, from setting up your workshop details to creating your first job or booking.

Setting up your workshop

• Setting up your workshop
• Customising invoices

Users and employees

• Adding new users/employees
• Access levels and roles

Customers and vehicles

• Creating a new customer and vehicle

Jobs and bookings

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

Diary

• Using the diary and managing workload

Invoices and bills

• Viewing and creating invoices

Inventory and suppliers

• Adding new stock items, stock alerts, and reordering items
• Setting and using pricing levels

For the full list of help videos, see Help Videos.

Step 3: Import data from a previous system

If you want to bring in data from your previous system, it’s a simple process.

Have a look at How to Import Data into MechanicDesk for more information.

Step 4: Add a subscription plan

if you havn't done so and are ready to move from the trial to a paid plan, you can add a subscription plan from your MechanicDesk account.

For step-by-step instructions, see How to Add a MechanicDesk Subscription Plan.