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Recommend Services on an Estimate
Recommend Services on an Estimate

Recommend additional services and upsell previously declined services on customer estimates

Ashley Bennett avatar
Written by Ashley Bennett
Updated over a week ago

Add a Recommended Service

Within an estimate, add the service that you’d like to recommend to the customer. Recommended Services will not be included in the estimate total by default, but they will be added to the total if your customer authorizes them.

Once you’ve finished filling out the service information, select the … ellipsis in the top right of the service. Select Set as Recommended.

Set service as recommended in the ellipsis dropdown and select set as recommended

Once the service is set as recommended, the Recommended icon will appear next to the service.

Recommended icon shows on recommended service

Maintenance Recommendations

When a vehicle is linked to an estimate, Shopmonkey will use that vehicle's information to display recommended services and inspections. This data is based on vehicle mileage and time information.

Check out our article Maintenance Schedules to learn more.

Maintenance recommendations on an estimate

Upsell Previously Declined Services on an Estimate

Pro-Tip: Recommend Services that were previously declined by the customer to increase the number of services performed in your shop.

Within an estimate, select Deferred Services to view a list of services declined by that customer.

Deferred services button in an estimate

View and add any previously declined services to the estimate. Set these services as Recommended.

Deferred services button in an estimate

Customer View of Recommended Services

Recommended Services will not be included in the estimate total by default, but they will be added to the total if your customer authorizes them. Check out our article Request Customer Authorization to learn more.

Your customer will see the Recommended Services separated from other services when viewing their estimate.

Printed Estimate with Recommended Services

Printed Estimate with Recommended Services

Digital Estimate with Recommended Services

Digital Estimate with Recommended Services

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