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Service Writer Training
Service Writer Training

Key info service writers will need to confidently use Shopmonkey throughout their day-to-day work

Ashley Bennett avatar
Written by Ashley Bennett
Updated this week

Welcome to Shopmonkey’s Guided Service Writer Training!

Explore the resources below to learn more about key features of Shopmonkey that you will likely use in your day-to-day work.

Foundations of Shopmonkey

Logging In to Shopmonkey

It's easy! Follow along with the video below or follow these steps:

  1. From your welcome email, select Complete Setup.

  2. Create a password.

  3. Select Activate Account.

  4. Now you can log in/out using your new account credentials!

Prefer to log in using your Google account?

No problem! To log in using your Google account, follow these steps:

  1. Activate your account the same way shown in the video above, making sure that the welcome email is sent to the Google email account you want to use.

  2. When you log back in next time, simply select Sign in with Google on the login screen and choose the Google account with the same email address.

Key Navigation Features in Shopmonkey

Shopmonkey offers a user-friendly layout designed to help you move through your day more efficiently.

Quote to Cash

The Quote to Cash process creates a simplified shop experience for both your customers and your team. Let's check out the basics from creating an estimate to invoicing for completed services.

Check out the Quote to Cash Video

Workflow in Shopmonkey

  1. Workflow Page

    1. Workflow Views

    2. Workflow Cards

    3. Parts & Tires Workflow

  2. Create an Estimate

  3. Add Customers

    1. Customer Info & Preferences

  4. Add Vehicles

    1. CARFAX Integration

  5. Services on an Estimate

    1. Add & Remove Services on Estimates

    2. Create a Canned Service

    3. Recommended Services

    4. Deferred Services

  6. Request Customer Authorization

    1. Customer E-Signatures to Authorize Services

  7. Schedule Appointments

    1. Appointment Confirmation & Reminders

  8. Inspections

    1. Inspection Templates

    2. Manage Inspection Quick Notes

    3. Send Inspections to Customers

  9. Convert Estimates to Invoices

    1. Send Estimates & Invoices

Canned Services

Save common services, packages, and special offers to save time and track which are the most popular and profitable services.

Check out Canned Services

Purchase Orders

Add parts and tires to POs and link the PO to an estimate, invoice, or work order.

Check out Purchase Orders

Parts Procurement

Procure parts using Shopmonkey’s parts procurement integrations.

Check out Parts Procurement

Manage Shop Users

User Roles & Permissions

Create new user roles, set permissions for that user type, and assign user roles to users in your shop.

Check out User Roles & Permissions

Add & Remove Users

Add new users to your shop and delete users to remove their login.

Check out Add & Remove Users

User Notifications

Notifications alert you of important activity going on in your shop. Update your user notification settings in Shopmonkey.

Before you continue:

  1. Make sure your contact information is correct on the Profile tab

  2. Check/Uncheck boxes to determine which notifications you will receive vis SMS, Email, or In-App

Please Note: If you don't see an option to receive a notification for something you think you should, check with your shop Admin. The activities your profile has access to are determined by the user permissions set by your shop Admin.

Track Hours with Time Clocks

Track time on specific services and general hours worked in the shop with Time Clocks.

Check out Track Hours with Time Clocks

Related Articles

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!

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