Built specifically for technicians, the Shopmonkey for Techs mobile app includes workflow tracking, license plate and VIN scanning, as well as digital vehicle inspections and to-do lists. Easily see what labor has been assigned to you and others, track progress as work is completed, and stay in sync with the Shopmonkey web app.

Login

To log in, first, open the app. Then enter your Shopmonkey email and password then tap Login. If your shop uses Sign in with Google tap the corresponding option and follow the authentication steps that follow.

Work Orders

Your main view in the app is your Work Orders view. This will show every estimate and invoice you have access to. Your work orders will be separated by the ones assigned to you and the orders in the workflow.

Assigned to Me

You can find all of your assigned orders and services organized in My Orders and My To Do List, and each section will have the number of orders displayed to the right.

My Orders will show you a list of the orders that are assigned to you. Initially, this list will be filtered to show the estimates that you are assigned to, but you can update the filters to show invoices.

My To Do List will show you a list of the services that are assigned to you. This will also start by showing services for estimates that you are assigned to, but updating the filters can show you services on invoices also.

Workflow

The workflow section is organized like the Shopmonkey web app. You’ll see each of your workflow columns listed here (e.g., Estimates, Dropped off, In Progress, Invoices, and Ready to Pick Up). Each category will show the orders that you have access to and be filtered to show estimates.

Filters

When viewing your orders in a list, you’ll filter the list with the buttons at the top. Tap Filter to see options for Authorized and Unauthorized, Estimates, Invoices, and label colors. Tap any of the toggles to turn them on or off. Then apply filters. Your list will be updated to show orders that fit the requirements of your newly set filters. You’ll also change the sort of the list by tapping Sort and selecting how you want the list to be displayed. You’ll also be able to quickly turn filters on and off by tapping the name at the top. For example, tap Estimate to remove the estimate-only filter and show all invoices you have access to.

Scanner

The scanner icon in the top right corner will take you to Shopmonkey’s scanning tool. This will use your device’s camera to scan VINs and license plates.

VIN Code: Use the VIN Code scanner to enter the VIN from the barcode on the vehicle information.

VIN Plate: Use the VIN Plate scanner to automatically enter the VIN from the plate on the vehicle just inside the windshield. Review the entered VIN, then tap Lookup.

License Plate: Use the License Plate scanner to enter the license plate information. Select the correct state from the drop-down menu, then tap Lookup.

Tip: The more light the better. If you can, scan in a well-lit area. For more light, use the flashlight icon in the scanner to turn on your device’s light.

After scanning the vehicle, you’ll be able to see any work orders that you have access to for that vehicle. If the vehicle doesn’t have any orders in Shopmonkey, you’ll be able to create a new estimate. With the order created, your Service Writers will be able to complete the estimate for the customer and make any assignments needed.

Search

Tap the magnifying glass icon at the top to search for an order. Search by vehicle, customer name, work order name, work order number, service title, labor line item title, part title, and assigned technician name to bring up results. Just tap any result to open the order.

Orders

Whether you’re scrolling through Work Order or using the scanner, your orders will be displayed with important information. At a glance, you’ll be able to see the title of the order, the vehicle, the customer, and any labels.

Tapping on the order will open it up and show the same preview information in the list, like title, labels, vehicle, and customer, but you can also see the workflow, see comments, and leave Notes. You can review each of the areas by tapping on them, update vehicle and customer information on the fly, change the workflow status, and add notes with just a tap.

If your subscription tier gives you access to Motor then you’ll have access to Fluids & Specs. Tap to open Fluids & Specs, and at the top, you’ll see a quick reference of all frequently used items like Engine Oil, Engine Oil Capacity, Engine Oil Filter, Air Filter, Cabin Air Filter, and Windshield Wiper Blades. Under more info, you’ll be able to drill into fluids, filters, and wipers information.

Inspections

You’ll be able to see Inspections under the order information. If there aren’t any inspections on the order, you can add them by tapping the add inspection button. The list of available inspection templates will appear, and you can just tap the one you want to add.

With an inspection on an order, just tap the inspection to get started. You’ll see the inspection status options at the top. Underneath that, you will be able to quickly see all photos and videos. Then you will see the list of inspection items to complete.

When you tap an inspection item, it will open up. From here, you can tap a status to mark it and tap the notes section to enter in any important information. Tap the plus in the photo section to open the camera. From here, you can take a picture or video of the inspected item.

If you need to bring attention to a specific item in the picture, you can edit it. Once added to the inspection, you can use the editing tools to draw lines, add text, add arrows, and crop the photo. Use the arrow at the bottom of the inspection items to quickly move to the next or go back to the previous.

Services

Under services, you’ll see each of the services that need to be completed and the labor items in the services that can be checked off when the work is done.

Tapping on the service will open it and show each of the labor items and all of the parts that are needed for the service. You can tap on the labor item to see labels, additional information like assigned tech, estimated time to complete, and any notes for that labor item. When the job is done, you can tap the check box next to the labor item to mark it complete. You can tap on a part to see additional information like labels, quantity, bin/location, vendor, part number, and any notes.

Settings

If you tap on your initials in the top left of the screen, you’ll be taken to the app settings. From here, you can see your login information, reach out for support, log out of the app, and review other app details.

Support Chat will give you access to all of Shopmonkey’s support options. You can send a message to our amazing support team, look up help articles and videos, and submit feedback for improvements.

Thanks for checking out the article on how to use the Shopmonkey for Techs iOS app. We have several other exciting features for the mobile app coming out soon! We hope the article was helpful.

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