Reporting & Company Settings

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

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11 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

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

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.

Written by Zack Buffum
Updated this week

How does the Dashboard work?

View your business at a glance with a simple overview of key areas

Written by Travis Brown
Updated over a week ago

Company Settings

How do I add and remove a technician?

Learn how to add a new user and how to remove an existing user

Written by Travis Brown
Updated over a week ago

How do I edit user settings?

Customize what your users have access to and what notifications they receive

Written by Garrett Gouveia
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.

Written by Joseph Aizawa
Updated over a week ago

How do I add my logo to estimates and invoices?

Written by Travis Brown
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

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

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

Written by Garrett Gouveia
Updated over a week ago