What are labels?
Labels are used to categorize work orders to help keep your shop organized. All labels are customized and created by your shop so that they work for you and your workflow.
Need a refresher on creating labels? Check out How do I use Labels in Shopmonkey? in our Help Center.
Why use labels in your workflow?
Labels help keep your team organized. Shops often use labels to indicate deadlines, customer types, and shop-specific workflow indicators.
On the Workflow page, filter your labels by color to quickly find specific indicators. All team members in your shop can see labels throughout the lifecycle of the order, making them a great tool for establishing consistent best practices and routines with your team.
Tip: At this time, labels can only be filtered by color and not by label name. Shopmonkey has ten unique colors that can be used for labels. Easily identify regularly used labels (e.g. VIP Customer) by dedicating a specific color to that indicator.
How are other shops using labels?
Shops who have connected at our Shopmonkey webinars let us know that hearing how other shops use labels opened their minds to new ways they can use labels at their shop! We’d like to share those insights and popular labels to get your wheels turning too.
Improving Customer Communication & Shop Experience
Consider trying out labels like these to improve your customers’ experience.
"First-Time Visit" | Want to make sure first-time customers have the same experience? Use this label to establish best practices within your shop. |
"Friends & Family" | Offer any F&F discounts? Use a label to help internal team members remember to incorporate your shop's F&F experience. |
"Messaged Customer" | Help your front-of-shop staff better communicate with each other. This label can help eliminate repetitive messages to your customer by indicating that another team member already messaged them. |
"Payment Request Sent" | A great label for teams with multiple service writers who want to avoid duplicate payment requests sent to customers. |
"Needs Follow-Up" | Can’t reach the customer? Use labels as reminders to give them a call. |
Parts Tracking
Consider trying out labels like these to keep track of part locations and to mark the type and status of parts for a specific order.
"Parts on Shelf X" | A great way to keep track of your inventory and speed up repairs for technicians. There is nothing better than knowing exactly where the parts are for your next repair! |
"Parts Arrived - Schedule Appt." | Often used by parts managers, use labels like this to identify where your parts are in the shop, and if they’re ready for your appointment. |
"Customer Provided Parts" | Although customer-provided parts are not always preferred in shops, this label can help keep your team aware that the parts will come from your customer vs. your vendors. |
Time Management and Workflow Efficiency
Consider trying out labels like these to help your team manage their time on each work order.
"Waiter" | Customer waiting in the shop? This label can help remind team members that the customer is around and waiting for their vehicle. |
"Keys on Dashboard" | Ever have keys go missing or team members move them without letting others know? Utilize labels to help indicate the location of keys. This can be helpful for shops that have larger lots and garages. |
"After-hours Pick-up" | Let your team members know that a customer may be picking up a vehicle after closing. This can help eliminate any confusion and ensure the customer has a positive experience. |
Make labels work for you.
Keep labels as simple or as creative as you'd like. Labels are fully customizable so that they work for your team and workflow!
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!