How to use Mechy

Getting started

• Your first day with Mechy — The order to set things up in, so the first real job goes smoothly.
• Put Mechy on your phone or tablet — Install Mechy to the home screen and turn on notifications.
• Practise safely: test jobs and training accounts — Try the whole flow without touching real invoice numbers, stock or reports.

Every day

• The Dashboard — What the first screen shows and what to do with it.
• Appointments and the calendar — Booking cars in, moving them, and seeing the day at a glance.
• The Workboard — Every job in the shop and where each one stands.
• Inside a job — Parts, labour, notes, the timer and telling the client the car is ready.
• Digital inspections — A checklist with photos, and a red / yellow / green report for the client.
• Quotations and client approval — Send the price to the client and let them approve it from their phone.
• Checkout: invoice and take payment — Issuing the invoice, recording payment and printing a receipt.

Clients and cars

• Clients — Your client list, what each client owes, and their details.
• Vehicles and the car history link — Every car, its full history, and a private link for the owner.
• Bring your clients over from Excel — Move your existing client list into Mechy in one go.

Parts

• Parts and stock — Your parts catalog, stock levels and barcode scanning.
• Parts on order — Keep track of what you are waiting on from suppliers.
• Scan a supplier invoice — Photograph a parts invoice instead of typing it.

Money

• Invoices, receipts and credit notes — Finding any document, and correcting an invoice properly.
• Expenses — Record rent, utilities, supplies and other running costs.
• End of day — Count the drawer and check what was billed, at closing time.
• Reports and the accountant export — How the business is doing, and the files your accountant needs.

Your team and shop

• Staff accounts and roles — Give everyone their own sign-in, with only the access they need.
• Working hours and closed days — Tell Mechy when you are open.
• Settings — Shop details and the switches that change how Mechy behaves.
• Plans and billing — What each plan includes, and managing your subscription.
• Refer a garage — Recommend Mechy to another garage and earn credit.
• Messages and Activity — What was sent to your clients, and who did what.
• Your profile — Password, passkeys, mobile number, notifications and Google Contacts.
• Search, FastDial and notifications — The shortcuts along the top of every screen.
• Getting help — How to reach us when something is not clear.

Still stuck?

Send us a message from Help in your Mechy dashboard (https://shop.mechy.cy/help) and we reply there. Not a customer yet? Use the contact form on https://mechy.cy/.