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Getting Started: Customizing Shop Settings
Getting Started: Customizing Shop Settings

Customize your shop settings to help your team have a smooth transition into using Shopmonkey

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

General Settings

Customize your general settings to manage key details about your shop, including Company Info, Logo, Fees & Rates, Document Footers, and more. Configuring this information will also ensure that the appropriate tax and labor rates are used for your estimates and that your shop's information is shown properly on estimates and invoices.

Pricing Matrix

Pricing matrices enable you to automatically set your parts markup and margin percentages by cost ranges, so you can maximize your profit while saving time.

GIF of titling a pricing matrix, adding pricing ranges, and adjusting the markup and margin amounts

Labor Matrix

Labor matrices enable you to automatically set your labor markup so you can maximize your profit without the hassle of manually adjusting your rates or hours.

GIF of titling a labor matrix, adding hour ranges, and adjusting the multiplier

Adding Users & User Roles

Create new user roles, set permissions for that user type, and assign user roles to users in your shop.

Add a new user role to your shop

Canned Services

Canned services are a powerful time-saver, as they provide templates for frequently added service items. These saved templates are a grouping of parts, labor, and other line items. Canned Services can be added to estimates as-is or easily modified as needed, serving as an efficient way to add commonly used services quickly and easily to estimates.

New canned service menu

Tax Settings

Set tax rates, tax exemptions, and view how these look on estimates and invoices.

Edit tax settings

Shopmonkey Payments

Shopmonkey Payments is a fully integrated credit and debit card processing solution within the Shopmonkey platform, allowing you to charge customers in-person and online while avoiding reconciliation nightmares. Your customers can pay their invoices online, saving you time and enabling them to pay from the comfort of their own homes or workplace.

Integrations with Shopmonkey

Integrating Shopmonkey with other tools will help you save time and energy, allowing you to give more time to your customers!

Ready to learn more?

Set your shop up for success by learning some Shopmonkey Basics.

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