Shopmonkey

Learn how to use pre-made templates to import existing shop data for customers, vehicles, parts, labor, and more

Import Shop Data with Import Templates

Use built-in features to easily export data from Customers, Vehicles, Inventory, Reports, and more

How do I export shop data?

Zack Buffum

Garrett

Travis Brown

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

Reporting & Company Settings 

Learn how to run and download reports for invoices, payments, purchase orders, shop performance, and more

How do I view and export reports?

Assign a Referral Source to customers and access reports to know which methods are the most effective

How do I keep track of referrals and view referral reports?

View these reports to better understand your shop’s overall performance and canned service profitability

How can I use Shop Performance Reports?

View employee commissions at a glance with totals and rates information

How can I use Commission Reports?

Find the Deferred Services for your customers and the total amount deferred

What is the Deferred Services by Customer Report?

Access information about techs’ time logs, assigned services, labor cost, efficiency, and more

How can I use Technician Reports?

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

How can I use reports from Parts & Line Items Sold?

Get a comprehensive view of all work orders, paid invoices, estimates, and more

How can I use reports from Estimates & Invoices?

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

How can I use Payment Reports?

Quickly determine your shop’s daily performance through viewing key money metrics, such as for sales, payments, and more

How can I use the End of Day report?

Use this report to view a snapshot of your sales information, which includes trends and breakdowns

How can I use the Sales Summary report?

Set employee commission percentages based on parts, labor, and tires and run reports for accurate payroll

How do I set up and track employee commissions?

Quickly access a simple overview of key areas in your shop

How can I use the Dashboard?

Reporting

Learn how to set User Permissions to customize the view and permissions for each user

What options are available in User Permissions?

Set up shop information, choose vehicle settings, manage rates and fees, select preferred part brands, and more

How do I customize the General Settings?

Learn how to set users’ labor rates, flat rates, and commission rates

How do I customize Rates & Commissions?

Learn which Notification Types are available and how to enable them for users

How do I customize Notifications?

Find and filter through Deleted Items to quickly restore them as needed

How do I restore Deleted Items?

Customize what users can access and the notifications they receive

How do I edit user settings?

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

Add Shop Logo

View your assigned services, time clock, vehicle specifications, and more

How do I use the Technician View?

Add service writers to estimate Assignments and assign technicians to labor, part, and tire items

How do I set Assignment prompts and assign employees to estimate Assignments?

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