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Reporting & Company Settings

Reporting & Company Settings

Understand the data shown on your reports, as well as some key company settings available to you.

Travis Brown avatar Garrett Gouveia avatar Zack Buffum avatar +1
13 articles in this collection
Written by Travis Brown, Garrett Gouveia, Zack Buffum and 1 other

How do I use data Import Templates?

Use Shopmonkey's built-in templates to import your existing data
Garrett Gouveia avatar
Written by Garrett Gouveia
Updated over a week ago
Reporting

How do I run reports for my shop?

Learn how to run reports, export to XLSX, search, filter and read to find what you need
Garrett Gouveia avatar
Written by Garrett Gouveia
Updated over a week ago

How do I track employee commissions?

Set user commission percentages on parts, labor or tires and run reports for accurate payroll.
Zack Buffum avatar
Written by Zack Buffum
Updated over a week ago

How does the Dashboard work?

View your business at a glance with a simple overview of key areas
Travis Brown avatar
Written by Travis Brown
Updated over a week ago
Company Settings

How do I set up taxes in Shopmonkey?

Discover how to set up taxes, how to set tax exemptions, and what that looks like on estimates and invoices.
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago

How do I add and remove a technician?

Learn how to add a new user and how to remove an existing user
Travis Brown avatar
Written by Travis Brown
Updated over a week ago

How do I get access to Deleted Items?

See your deleted items and bring them back in one piece.
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago

How do I edit user settings?

Customize what your users have access to and what notifications they receive
Garrett Gouveia avatar
Written by Garrett Gouveia
Updated over a week ago

How do I add my logo to estimates and invoices?

Travis Brown avatar
Written by Travis Brown
Updated over a week ago

How do I use the Technician View?

See services and inspections that need to be done, clock in, and view vehicle specs from the Technician view.
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago

How do I assign my employees to orders?

Make sure your Service Writers and Techs are assigned to every order
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago

How do I set up a Pricing Matrix?

Creating and selecting your pricing matrix for services, customers, and fleets
Garrett Gouveia avatar
Written by Garrett Gouveia
Updated over a week ago

How do I set up a Labor Matrix?

Optimize your labor profits by standardizing your labor markup
Garrett Gouveia avatar
Written by Garrett Gouveia
Updated over a week ago