Shopmonkey 2.0 Update FAQs

Shopmonkey 2.0 is the Shopmonkey you know and love, but rebuilt from the ground up to be faster, stronger, and made to handle the future. Shops are changing, and shop management software must constantly innovate. From everyday efficiency and usability improvements like work order pins and improved scheduling to new product components like an Android app, shop marketing suite, and multi-location manager, the future is here with Shopmonkey 2.0.

Yes. Just like an iPhone update keeps your device operating at top health, updating to 2.0 will be mandatory, and will set up your business for the future. Shopmonkey 2.0 contains tons of efficiency and everyday improvements for your shop and sets the stage for new products like a shop marketing suite and multi-location manager. We’re here to support you along the way. Please reach out to our Support team if you need further assistance.

All of your data, including work orders, lists, inventory, employees, and more, will be moved to 2.0 in their current status and will not change. Once your update is complete, you will not be able to access Shopmonkey 1.0. Our teams are here to help. If you have questions, please contact us.

These differences are temporary. Our product and engineering teams are delivering existing, and in some cases, improved versions of these features to the new platform weekly.

To help prepare for the update you can do two things.

First, clean your data. What does this mean? Make sure that you don’t have duplicate customers, delete old inventory items and canned services that you no longer use or are no longer relevant, and do some general housekeeping to make sure the data you have in your shop is the data you want to be updated to 2.0

Second, please prepare your business verification documents. This means making sure you have your Business EIN. Check out our help article on 2.0 Business Verification to learn more about why you need this and where you can find it.

Business verification is required so that we can simplify your customer communications and provide comprehensive financial protections, like a dedicated fraud prevention team. Let us remove the complexity of compliance for you so you can focus on building customer relationships through new features like a custom shop messaging number, while remaining compliant with federal Consumer Protection Acts. Check out our help article on 2.0 Business Verification to learn more.

You will be able to choose a date for the update. It will take about two hours and be completed in the middle of the night, so you don’t have to worry about disrupting your business day.

After updating to 2.0, double-check your integration connections (QuickBooks, API, Parts Procurement, etc.). You may need to reconfigure your QuickBooks account. Check out the Integrations Collection on our help center to learn more.

Yes, you will need to download the new version of the Shopmonkey for Techs mobile app. The 2.0 version is available for both iOS and Android. You can visit the App Store or Google Play to download on your compatible device. Please Note: Your device’s OS will need to be updated to 16.1 or higher to continue using the iOS App.

Check out our help article Shopmonkey for Techs 2.0 Mobile App to learn more.

When you upgrade to 2.0, you will choose your new shop number, free of charge. We'll handle the compliance complexities for you by providing you a number that's compliant with federal communication policies, letting you focus on communicating with customers. Messages sent to your current phone number will be automatically routed to your new number.

Shopmonkey 2.0 allows you to create custom user roles and permissions. When you update to 2.0, each of your users to will assigned a unique user role. For example, if you have two technicians, they will each have a separate user role (allowing you to create unique permissions for each). If you prefer to have only one technician role, you will want to create a new technician role and assign both of your technicians to this role. Check out our help articles User Roles & Permissions and Add & Remove Users to learn more.

Additionally, users in your shop will need to set up notifications for messages received in your 2.0 shop. Check out our help article User Notifications to learn how to change notification settings.

During the update to Shopmonkey 2.0, your Shopmonkey Payments account will seamlessly transition along with your other shop data. You will need to set up a new merchant account when you transition to Shopmonkey 2.0, but rest assured that all transactions and payment histories will be carried over to 2.0, providing continuity in your financial operations.

What about my Shopmonkey reader? Your Shopmonkey reader will continue to be fully functional with Shopmonkey 2.0. There is no need to make any changes or updates to your reader hardware. You will need to reconnect your reader once in Shopmonkey 2.0.

What about refunds? Refunds processed through Shopmonkey Payments will continue to be handled in the same manner as before within Shopmonkey 2.0. You will have full access to initiate refunds for transactions made using Shopmonkey Payments within the new version of our software. However, if you need to refund a payment that was processed in 1.0 after you have updated to 2.0, please note that you will need to issue a check for the refund in that instance only. If you have any specific questions or concerns about refunds, please don't hesitate to reach out to our support team for assistance.

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