Shopmonkey

Ashley Bennett

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

Reporting & Company Settings 

View shop data, favorite regularly used reports, and search for specific reports

All Reports Page

Determine your shop’s daily performance with key money metrics, such as sales, payments, and more

End of Day Report

View a snapshot of shop sales information including trends and revenue breakdowns

Sales Summary Report

View information about transactions, the most common payment type, payment deposits, and more

Payment Reports

View comprehensive data on all work orders, paid invoices, estimates, and more

Estimates & Invoices Reports

View data about service line items, including sales tax, number sold, and in-depth cost information

Parts & Line Items Sold Reports

View data about services declined in your shop

Deferred Services Reports

View information about your employee's time clocks, services, labor costs, and efficiency in the shop

Individual Performance Reports

Easily export shop data from your reports

Export Shop Data

View a snapshot of total payments by canned service

Canned Services Summary Report

Reporting

Upload your shop logo to appear on documents sent to your customer

Add Shop Logo

Communicate terms, conditions, and other important information for your customers on each estimate and invoice

Document Footer Settings

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

User Roles & Permissions

Update custom notification settings for users in your shop to receive notifications via SMS, Email, or In-App

User Notifications

Set labor rates, flat rates, and commissions for each user in your shop

User Rates & Commissions

Set up service card settings to group service line items by type and add labor line items on new services

Service Card Settings

Update service card settings to experience the difference between condensed and standard line item grouping within a service

Service Card Condensed View vs Standard View

Choose the vehicle types shown by default when creating and editing vehicles

Vehicle Settings

Company Settings

Find answers and get help from Intercom Support and Community Experts

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