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Getting Started
Shopmonkey Basics
Getting Started: Shopmonkey Basics
Getting Started: Shopmonkey Basics

Create estimates with customer and vehicle information, customize inspections and inspection templates, and schedule appointments

Ashley Bennett avatar
Written by Ashley Bennett
Updated over a week ago

What are the basics?

We're so glad you're getting started with Shopmonkey! Set your shop up for success by learning the basics.


Organize and manage your estimates, invoices, and parts all from the customizable Workflow page.

Workflow page

Estimates and Invoices

Create an estimate to move through the workflow.

New estimate

Add a Customer

Fill out the estimate by adding a customer.

Add new customer using the Add Button from any page in Shopmonkey

Add a Vehicle

Then add the vehicle that the customer brought in.

Add new vehicle and search vehicle by year, make, and model to open up the New Vehicle menu

Add a Service

Create the job that you'll be performing for the customer.

Add a new service to an estimate

Inspections and Inspection Templates

Allow your customers to review, comment on, and authorize line items on digital vehicle inspections you perform in your shop. You can use these as standard check-in/check-out inspections or for more specific inspection types.

Inspection item

Save time by creating standardized inspection templates to be quickly added to an estimate.

Select the inspections tab within the estimate

Sending Estimates and Invoices

Send digital estimates and invoices, inspections, and general service updates to your customers through text and email.

Select the share button within an estimate to share the estimate or invoice with the customer

Schedule an Appointment

Appointments in Shopmonkey let you keep all of the information you need on the calendar. You’ll have quick access to customer info, vehicle info, order info, and the assigned Technicians. Appointments will also send out a confirmation to your customer and remind them of their appointment time in your shop.

Create a new appointment from the + Add Button at the top of any page.

Where can I learn more?

Shopmonkey Academy

For easy training at your own pace, check out Shopmonkey Academy! Watch short videos to learn what you need to know.

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!

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