Shopmonkey gives you the tools to run, grow, and understand your shop. With so many options, you may not know where to start. Below are some steps that will help you get the most out of your trial of Shopmonkey.

Login

The first step is to log into your Shopmonkey account. You can access Shopmonkey from Google Chrome, Firefox, or Safari at app.shopmonky.io. Tip: If you have any trouble logging in reach out to our awesome support team from the chat icon in the bottom right.


Create an Estimate

How to create an estimate in Shopmonkey

Take Shopmonkey for a spin by creating an Estimate.


Add a Customer

How to add a customer to an estimate

Fill out the estimate by adding a customer. Tip: Add yourself as a customer so you can see the invoicing process from the customer’s point of view.


Add a Vehicle

How to add a vehicle to your customer's estimate

Then add the vehicle that the customer brought in. Tip: Add a vehicle you’re familiar with.


Add a Service

How to add a service to an estimate

Create the job that you'll be performing for the customer. Tip: Use a common service from your shop.


Send an Estimate

Send the created estimate out for authorization. Tip: Send the message to yourself to see what the process looks like.


What do I do next?

If you want to learn more about how Shopmonkey can grow your shop, click here to schedule a chat with an expert.

Did this answer your question?