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Knowledge base
Quick Guides
Getting Started
7
Step 1: Basic workshop setup
Step 2: Advanced workshop setup
Step 3: Setting up Service Attributes
Step 4: Some miscellaneous settings
Step 5: Creating your first job
View all 7
General
4
gen1 - Tags
gen2 - File attachments
How to handle Overpayment/Deposit
If M.D Running slow
Diary
13
di1 - Create a new job (or booking)
di2 - Convert bookings to jobs
di3 - Create a new note
di4 - Set daily workload
di5 - Filters
View all 13
Jobs - Current Jobs
6
jcj1 - Create a new job (or new booking)
jcj2 - Upload documents/photos for job
jcj3 - Building a basic check sheet
jcj4 - Clocking time on the job
jcj5 - Create a New Follow Up
View all 6
Jobs - Job Types
3
jjt1 - Creating a New Job Type
jjt2 - Job Type sections explained
jjt3 - Using Job Types on jobs
Jobs - Communications Template
1
jct1 - Modifying communication templates
Invoices
11
Creating a new invoice
Adding an item or a header to an invoice
Creating a stock item from an invoice
Adding Job Types to an invoice
Including Buy-in items on an invoice
View all 11
Bills
2
bi1 - Adding a Supplier Bill
bi2 - Associate a bill to a Purchase Order
Bill Payments
2
bp1 - Recording Bill Payments
bp2 - Associate a bill payment to a bill
Credit Notes
2
cn1 - Adding New Customer/Supplier Credit Note
cn2 - Issuing a refund on a credit note
Customers & Vehicles
5
cv1 - Updating/adding vehicles to existing customers
cv2 - Managing Customers
cv3 - Managing vehicles
cv4 - Adding a new customer/3rd party information
cv5 - Merging/Transferring vehicles or customers
Customer Payments
1
cp1 - Add New Customer Payment information
Inventory & Suppliers
7
is1 - Add new Stock item
is2 - Categorizing stock
is3 - Create Purchase Orders
is4 - Recording stock takes (taking inventory)
is5 - Adding a new Supplier
View all 7
Purchase Orders (PO)
3
po1 - Creating a new Purchase Order
po2 - Adding items to a Purchase Order
po3 - Bringing items on a Purchase Order into stock and back ordering
Employees
4
em1 - Adding a new employee
em2 - Employee roles and restrictions
em3 - Colour coding employees
Labour Sale account
Time sheets & productivity
3
ts1 - Manually add a new Time Sheet entry
ts2 - Some Time sheet filter options
ts3 - Simple transfer of timesheet to invoice
Point of Sales (POS)
3
pos1 - Performing a POS sale
pos2 - Print invoices with A4 format
pos3 - Tracking sources of business
3rd party Integrations
0
Useful 3rd party utilities
0
FAQ
General
10
fgen1 - Why can't I sort by ... attribute on lists?
fgen2 - Is the software mobile compatible?
fgen3 - What are the subscription payment methods available?
fgen4 - If I do not want to use the software anymore, can I extract the data?
fgen5 - Can I do basic accounting with MechanicDesk?
View all 10
Diary
6
fdi1 - Where are notes displayed?
fdi2 - Where is the daily workload indicator?
fdi3 - What is the difference between starting a job and preparing a job?
fdi4 - How do I view all of my previous bookings?
fdi5 - How do I change my default diary view?
View all 6
Jobs - Current Jobs
4
fjcj1 - How to edit job details?
fjcj2 - How to stop notes from printing on the job card?
fjcj3 - How to copy invoice items over to check sheet
fjcj4 - Customised check sheets
Jobs - Job Types
2
fjjt1 - Where can I find the job types?
fjjt2 - Can you have sub job types?
Jobs - Communication Templates
0
Invoices
3
fin1 - Can I customise my invoice template?
fin2 - Why can't I change the invoice start number?
fin3 - What do to when a customer overpays an invoice?
Bills
0
Bill Payments
0
Credit Notes
0
Customers & Vehicles
4
fcv1 - How can I sort customers by name or customer number?
fcv2 - I merged a customer and their entry has disappeared in MechanicDesk?
fcv3 - Will the files uploaded to the vehicle be mixed up with the ones uploaded to the customer?
fcv4 - How do I mass deliver statements to customers?
Customer Payments
0
Inventory & Suppliers
6
fis1 - Can I sort the inventory list?
fis2 - How do I hide a stock's quantity on invoices to customers?
fis3 - Can I add items to stock but not track its quantity?
fis4 - Does the inventory work with barcode scanners (support barcodes)?
fis5 - Can I pay supplier bills to third parties?
View all 6
Purchase Orders (PO)
1
fpo1 - Can MechanicDesk handle back orders?
Service/Registration Schedule
1
fsr1 - Are service/registration reminders sent automatically?
Employees
1
fem1 - Why can't I access the Settings menu?
Time sheets & Productivity
1
fts1 - How do I block times transferred to the invoice from showing?
Reports
0
Point of Sales (POS)
0
3rd party Integrations
9
f3pty1 - Why does nothing happen when I click to authenticate?
f3pty2 - Why does MechanicDesk not sync with accounting 3rd party after successful authentication?
f3pty3 - Why does the sync not start after I have issued a sync request?
f3pty4 - Why does it say "access token expired" on the sync log?
f3pty5 - Why is my invoice not syncing?
View all 9
MYOB account right live
19
MYOB Synching issue - Customer Cannot be changed
MYOB Synching issue - BusinessEvent_DateOccurred_InLockPeriod
"Card_InvalidABN
ReceivePaymentEvent_LineSaleEventDoesNotBelongToCard
SupplierMismatch - Supplier on payment must match supplier on Bill
View all 19
Quickbooks Integration
3
Quickbooks Synching issue - Error Syncing- Duplicate customer issue
Business Validation Error: Do you also want to update memorised sales transactions to use the new sales price?
A business validation error has occurred while processing your request
Barcodes
1
Barcode types
Timesheets
1
Timesheets
Bad debt
1
How to manage Bad Debt - Customers & Invoices
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