The Lists page is where crucial data in Shopmonkey is stored and presented to you. This data is broken down into separate categories, each one allowing you to view and edit the information within. You can also export and/or import data on certain Lists.

How to access your Lists

Click on the Lists icon from the left-side menu:

The following Lists will be accessible:

  • Customers

  • Vehicles 

  • Vendors 

  • Fleets

  • Inspection Templates

  • Canned Services

  • Inventory Categories

If applicable, you can manipulate what information is displayed within each List by clicking on a column's heading to change the sorting order, or by modifying the columns shown by clicking on the Columns drop-down and unchecking the columns you don't want displayed.

Customers

Your Customer List is where you can access all of your saved customers. Use the search bar at the top to quickly find a customer, and click on the ... ellipsis (more actions) button to the far-right of each customer to edit or delete the customer. 

Click on a customer to view their detail page:

From here you can click on different tabs to view and edit a customer's Info, Orders, Vehicles, Appointments, Messages, as well as select the appropriate customer from QuickBooks

Click the + New Estimate button to create a new estimate for this customer, and to create a new appointment click Schedule Appointment. Click on the ... ellipsis (more actions) button to Edit Customer, Assign Vehicle, Add New Vehicle, or Delete Customer:

Lastly, click the Print text to the right of a customer's Amount Due total to print an Invoice Summary Statement:

This will provide you with a document that shows a summary of invoices not fully paid within a selected date range.

Vehicles

Your Vehicle List is very similar to your Customer List in that it is where you access all of your saved vehicles. Use the search bar at the top to quickly find a vehicle, and click on the ... ellipsis (more actions) button to the far-right of each vehicle to edit or delete the vehicle.

Click on a vehicle to view its detail page:

In a vehicle's detail page, you can view and/or edit the vehicle's Info, Orders, Owners, Carfax, Mileage Log, PSI Log, Appointments, and Messages.

Click the + New Estimate button to create a new estimate for this vehicle, and to create a new appointment click Schedule Appointment. Click on the ... ellipsis (more actions) button to Edit Vehicle, Assign Owner, Add New Owner, or Delete Vehicle:

Last but not least, click the More text next to the vehicle's Total Spent amount to see a cost breakdown:

Vendors

The Vendors List houses your saved vendors. Use the search bar at the top to quickly find a vendor, and click on the ... ellipsis (more actions) button to the far-right of each vendor to edit or delete the vendor. 

Note: go to Inventory > Vendors to view this very same list from your inventory.

Click on a vendor to view its detail page:

Click the Overview tab to display the Vendor's information, including any applicable Parts information from that Vendor that you have on any estimate or invoice. Click the Messages tab to view, create, or delete internal notes.

Click the ... ellipsis (more actions) button at the top-right of the page to Edit or Delete Vendor:

Fleets

Fleets are treated much like customers in Shopmonkey. Like with customers, you can choose a fleet as the customer when creating an estimate, and can add a fleet as an owner to any vehicle(s).

Use the search bar at the top to quickly find a fleet, and click on the ... ellipsis (more actions) button to the far-right of each fleet to edit or delete the fleet. 

Click on a fleet to view its detail page:

Click on different tabs to view and edit a fleet's Info, Orders, Owners, Vehicles, Appointments, Messages, as well as select the appropriate customer from QuickBooks

Click the + New Estimate button to create a new estimate for this fleet, and to create a new appointment click Schedule Appointment. Click on the ... ellipsis (more actions) button to Edit Fleet, Assign Vehicle, Add New Vehicle, or Delete Fleet:

Also, just like with customers, click the Print text to the right of a fleet's
Amount Due total to print an Invoice Summary Statement.

Inspection Templates

Your inspection templates can be created, edited, duplicated, or deleted right from your Inspection Templates list. For an in-depth explanation of inspection templates, please read this article.

Canned Services

This list will show you your saved canned services and allow you to create, edit, duplicate, or delete them. To narrow down the canned services displayed, you can click on any associated category. For a detailed walkthrough on canned services, please take a look at this article.

Inventory Categories

Last but certainly not least are inventory categories. With inventory categories you can organize your inventory into both categories and sub-categories, allowing you to manage two levels of categorization and apply it to any type of inventory item. Please see this article for more information.

Thank you for reading, and please let us know if you have any questions!

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