Video tutorials
Short narrated walkthroughs of the most common MechanicX workflows. Watch here, then try it in your own account.
Your first booking
Add a customer, log their vehicle with a VRM lookup, pick a time and send the SMS confirmation — all in one form.
1:16
Job cards & worksheets
How technicians work a booking: the At Work board's three tabs, filling in the worksheet, live estimate updates and finishing the job.
2:01
Invoices & estimates
From estimate to posted invoice to paid: the editor, the toolbar's split buttons, posting, and taking a cash, card, BACS or split payment.
1:44
Connect Xero
Link your Xero organisation, map labour, parts, sundries and MOT to your chart of accounts, choose summary or itemised lines, and upload invoices from the ledger.
2:30
The customer portal
Approve an account customer, how they sign in with an email code, and what they see: statements, outstanding and paid invoices, shared estimates and paying online.
2:12
Your customisable homepage
Build your own start screen: add and remove widgets, set card widths, drag them into the order you want, and save it as your default view.
2:02