Set-up check

Settings → Set-up check (in the Business group of the Settings menu) looks over your garage's set-up and tells you about anything that will stop something working — invoices that can't be paid online, customers who can't book, texts that come from the wrong name, invoices that aren't reaching your accounting package. For each one it says why, what to do, and gives you a button that opens the right page to fix it.

It's useful straight after you set up, and any time something "just isn't happening" — run it before you ring support.

You can also reach it from the Finish setting up checklist on the dashboard (open the checklist and choose Run the set-up check).

What it shows

Problems, most urgent first.

  • Needs fixing (red) — something is broken or blocked right now. For example: your payment provider's key isn't saved, your accounting connection has expired, your MechIQ subscription is paused, or the provider isn't telling MechIQ when an invoice is paid.
  • Worth a look (amber) — something that probably isn't how you want it. For example: invoices go out with no way to pay online, online booking has no free slots, nothing is marked bookable online, your own email domain hasn't been verified yet, or some customer messages failed in the last 7 days.

Each problem shows:

  • What's wrong, in one line.
  • Why — the reason MechIQ found.
  • What to do — the fix, in words.
  • Open … — a button straight to the page where you fix it (for example Open Payments or Open Online Booking). Some fixes happen outside MechIQ — in your payment provider's own portal, or with MechIQ support — and those have no button; the What to do line says where to go.

What's working. A folded-away list of the things the check looked at and found fine (for example "The MechIQ subscription is in good standing" or "Online booking has open days, bookable services and technician hours"). Open it when you want to rule something out.

Features you don't have yet — ask MechIQ. MechIQ features that aren't switched on for your garage. These aren't faults; if you'd like one, ask MechIQ support.

Check again

Fixed something? Press Check again at the top and the check runs fresh. The time it last ran is shown under the heading. Nothing is saved or changed by running the check — it only looks.

What it checks

  • Your MechIQ subscription — paused, or in its grace period because a card is needed.
  • Setup — whether the setup wizard was finished.
  • Payments — whether a payment account (Stripe, Revolut, SumUp, Authipay) is connected and its key saved, whether its "paid" notifications reach MechIQ, whether a plain payment link is set when you use one, and whether online-booking deposits can actually be taken.
  • Customer messages — whether texts and emails to customers are switched on, whether your own sender name is approved, whether your own email domain is verified, and any messages that failed in the last 7 days.
  • Accounting — whether your Sage, Xero or QuickBooks connection is live, whether sending is switched on and automatic, whether payments have a bank account to go into, and any invoices your accounting package refused.
  • Online booking — open days that take online bookings, services marked bookable online, the share of capacity released online, and technicians who are bookable in the diary.
  • Technical data and registration lookups — whether MechIQ's data connections are working (these affect every garage; if one is down, MechIQ support is already on it).

Who can use it

  • Garage admins see every check.
  • Front of house can open it too. The subscription, payment and accounting checks are left out when the owner has hidden finances from the front desk (Settings → Dashboard); the page says so when that happens. Where a fix is on a page only the garage admin can open, front of house see "Your garage admin can fix this in …" instead of a button.
  • Technicians don't have it — the fixes are all in Settings, Team or Accounts.

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