Shopmonkey

An overview of the process from creating a quote to collecting payment and archiving the order.

Overview: Quote to Cash Video

Like a Digital Work Order, the Technician View focuses on getting the work done.

Technician View Video

Save common services, packages, and special offers to reduce time spent and track which are the most popular and profitable services.

Canned Services Video

View and control authorizations for each service, and show services as "Recommended" to offer them to customers.

Service Authorizations and Deferred Services Video

Charging your customers and accepting credit and debit card payments both online and in-person.

Payments Video

Manage business customer information, set payment terms, create invoice statements, and record payment for statements.

How to Create and Manage Fleets Video

Learn how to utilize your inventory and all its features to their fullest potential

Manage your inventory Video

Monitor the delivery stage of your POs, update inventory, and view parts reporting.

Purchase Orders Video

Customize your user's notifications to have total control over their Shopmonkey experience.

Manage User Notifications Video

Creating and selecting your pricing matrix for services, customers, and fleets

Pricing Matrix Video

Optimize your labor profits by standardizing your labor markup

Labor Matrix Video

Connect Shopmonkey with QuickBooks Desktop for Windows.

QuickBooks Desktop Integration Video

Connect your front office with your back office using Shopmonkey and QuickBooks Online.

QuickBooks Online Integration Video

Streamline your bookkeeping by customizing your integration with QuickBooks Online

QuickBooks Online Integration Options Video

Labor and parts look up for shops working with medium and heavy-duty vehicles.

HD labor and parts lookup video

Zack Buffum

See some of the Shopmonkey features in action!

Video Series

See how the customizable Workflow can help you prioritize and manage your estimates, invoices, and parts with Shopmonkey.

Workflow Video

Send automated appointment reminders and manage the calendar for your techs and for the entire shop.

Calendar and Appointments Video

Track time and profitability by allowing techs to clock in/out of jobs.

Time Clocks Video

Create digital inspection sheets to document your work and provide recommendations.

Inspections Video

Vehicle, Labor, DTC codes and Parts Lookup by MOTOR - Getting OEM lookups for general auto repair services.

Vehicle, Labor and Parts Lookup Video

Welcome Page

Credit Card Payments: Dispute Dos and Don'ts Webinar

Credit Card Payments: Protecting Your Shop

Credit Card Payments: Important Roles & Responsibilities

Payments Best Practices Webinar

Maximizing Efficiency: Got money left on the shelf?

Maximizing Efficiency HD

Webinars

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

{assigneeName} needs more information from you