So you’ve decided to move forward with Shopmonkey, great idea! We have a few suggestions that we’ve come up with after helping many shops like yourself take charge and make the change.

Take Charge

Announce the change to the staff well ahead of time. Explain your reasoning behind the change and what benefits they can expect. Give staff opportunities to ask questions.

*Lead the change for yourself and your staff. When you lead by example in what you say and what you do, it will communicate the level of seriousness to your employees and have an impact on the level of effort they’re going to put in this transition.

Set Expectations

Make it clear for yourself and your staff what you need them to know/do/practice between now and your “go-live”. Make time available for you and your staff to learn and practice with due dates. Have your staff show you what they have learned.

* ”Go-live” is the date you officially switch from your old system to using Shopmonkey full time.

Follow Through

Stick to your plan and help your employees not to leave things to the last minute. You don’t want your customers feeling any negative impact if you have procrastinators who aren’t getting used to Shopmonkey.

Here’s a sample of a 7-day transition to “go-live”. Depending on your shop’s needs and complexities, some of these components may not apply. Feel free to adjust the timeline and specific points to work for you! We're here to help! Use your resources to successfully complete the 7-day transition. The Implementation bootcamp (use the chat icon and ask to be scheduled), Shopmonkey Help Center, and Shopmonkey Trainings will give you the information you need to make this change successfully.


In Shopmonkey With your staff

Day 1: Pick Dates

  • Pick your go-live date.

  • Pick a date where every new appointment/estimate will be entered into Shopmonkey instead of your current system (this will help reduce the need to use 2 systems simultaneously during your go-live.)

  • Communicate the go-live date to your employees and let them know training materials are coming.

  • Send training links to Technician Training, Service Writer Training, Admin Training.

  • Let them know when you expect them to go over these materials and what date you want them completed.

Day 2: Configure your Settings:

  • Check in with staff that they have received the training links and can log in without issue.

  • Address any initial questions.

Day 3: Import Data

  • Have staff sign into Shopmonkey.

  • Clarify do’s and don’ts that you want your technicians to follow (e.g. clock-in procedures, use of internal notes, marking labor items complete, etc.)

Day 4: Customize

  • Check in with staff that they are up to date with your assignments.

  • Practice taking an order from quote to cash

  • Address any questions.

Day 5: Set up Integrations

  • Have Service Writers enter in an existing order from your previous system in Shopmonkey to see them side by side.

  • Address any questions.

Day 6: Last Transfer

  • Enter any Orders or Appointments that will be pending/incomplete by the time your go-live starts.

  • Make sure assignments are complete and that staff feel comfortable.

Day 7: Double Check

  • Reconcile inventory quantity counts.

  • Double-check settings & integrations

  • Get a good night’s rest.

  • Final Q&A with staff.


During ‘go-live’ take the time to check invoices, reports, get feedback, and update processes as needed.

Please feel free to reach out if you have any questions.

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