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.
Once the service is set as recommended, the Recommended icon will appear next to the service.
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.
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.
View and add any previously declined services to the estimate. Set these services as Recommended.
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
Digital Estimate with Recommended Services
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