Video Series

See some of the Shopmonkey features in action!

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24 articles in this collection
Written by Zack Buffum and Joseph Aizawa

Overview: Quote to Cash Video

An overview of the process from creating a quote to collecting payment and archiving the order.
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Written by Zack Buffum
Updated over a week ago

General Settings Video

One of the most important things to do is configure your shop information on the Settings page
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Written by Zack Buffum
Updated over a week ago

Technician View Video

Like a Digital Work Order, the Technician View focuses on getting the work done.
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Written by Joseph Aizawa
Updated over a week ago

Canned Services Video

Save common services, packages, and special offers to reduce time spent and track which are the most popular and profitable services.
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Written by Zack Buffum
Updated over a week ago

Service Authorizations and Deferred Services Video

View and control authorizations for each service, and show services as "Recommended" to offer them to customers.
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Written by Zack Buffum
Updated over a week ago

Payments Video

Charging your customers and accepting credit and debit card payments both online and in-person.
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Written by Zack Buffum
Updated over a week ago

How to Create and Manage Fleets Video

Manage business customer information, set payment terms, create invoice statements, and record payment for statements.
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Written by Joseph Aizawa
Updated over a week ago

Manage your inventory Video

Learn how to utilize your inventory and all its features to their fullest potential
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Written by Zack Buffum
Updated over a week ago

Purchase Orders Video

Monitor the delivery stage of your POs, update inventory, and view parts reporting.
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Written by Joseph Aizawa
Updated over a week ago

Manage User Permissions Video

Customize your user's permissions to have total control over their Shopmonkey experience.
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Written by Zack Buffum
Updated over a week ago

Manage User Notifications Video

Customize your user's notifications to have total control over their Shopmonkey experience.
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Written by Zack Buffum
Updated over a week ago

Pricing Matrix Video

Creating and selecting your pricing matrix for services, customers, and fleets
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Written by Zack Buffum
Updated over a week ago

Labor Matrix Video

Optimize your labor profits by standardizing your labor markup
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Written by Zack Buffum
Updated over a week ago

QuickBooks Enterprise Desktop Integration Video

Connect Shopmonkey with QuickBooks Enterprise Desktop for Windows.
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Written by Joseph Aizawa
Updated over a week ago

QuickBooks Online Integration Video

Connect your front office with your back office using Shopmonkey and QuickBooks Online.
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Written by Zack Buffum
Updated over a week ago

QuickBooks Online Integration Options Video

Streamline your bookkeeping by customizing your integration with QuickBooks Online
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Written by Zack Buffum
Updated over a week ago

Parts Procurement Video

Browse and compare parts prices and availability from local suppliers through Shopmonkey's integration with PartsTech, Nexpart, and Epicor
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Written by Zack Buffum
Updated over a week ago

HD labor and parts lookup video

Labor and parts look up for shops working with medium and heavy-duty vehicles.
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Written by Zack Buffum
Updated over a week ago