Getting started

Your first day with Mechy

The order to set things up in, so the first real job goes smoothly.

Mechy works best when a few things are in place before the first customer walks in. None of them takes long, and you can skip any you do not need.

1. Shop details

Open Settings and fill in your shop name, legal name, VAT number, address, phone and VAT rate. These appear on every quotation, invoice and receipt, so check the spelling. Upload your logo in the same place.

2. Working hours

Open Schedule (under Office) and set the hours you are open each day, plus any public holidays and closures. The calendar uses these to show which days are open.

3. Your team

Open Staff and add the people who work with you. Each person gets their own username and password, and only the access their role needs.

4. Your clients

Bring your existing list over from Excel (Clients → Import / export), or simply add clients as they come in.

5. A practice run

Before a real job, do one test job from start to finish. It uses its own numbers and never reaches your reports. See "Practise safely".

6. Put it on your phone

Add Mechy to your phone's home screen so it opens like an app and can send you notifications.