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.

Estimates and Invoices

Create an estimate to move through the workflow.

How to create an estimate in Shopmonkey

Add a Customer

Fill out the estimate by adding a customer.

How to add a customer to an estimate

Add a Vehicle

Then add the vehicle that the customer brought in.

How to add a vehicle to your customer's estimate

Add a Service

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

How to add a service to an estimate

Inspections and Inspection Templates

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

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

Sending Estimates and Invoices

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

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.

For more general information on the Shopmonkey Calendar, check out our help article.

Service Writer View

View services with pricing information, perform inspections, clock in and out with Time Clocks, order parts with Parts Procurement, send messages to customers, and have access to advanced options from the side panel.

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.

Shopmonkey Academy can be found in the help center

Still have questions? Feel free to reach out to us through the Chat Icon in the bottom, right corner of your screen. Thanks for reading!

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