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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.
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12 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 over a week ago
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 get access to Deleted Items?
See your deleted items and bring them back in one piece.
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
Written by
Garrett Gouveia
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 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 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