All Collections
Reporting & Company Settings
Reporting & Company Settings
Understand the data shown on your reports, as well as some key company settings available to you.
+1
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