Video Series
See some of the Shopmonkey features in action!
26 articles
Written by Zack Buffum
Overview: Quote to Cash Video
An overview of the process from creating a quote to collecting payment and archiving the order.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.Written by Zack Buffum. 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.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.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.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.Written by Zack Buffum. Updated over a week ago
Manage your inventory Video
Learn how to utilize your inventory and all its features to their fullest potentialWritten by Zack Buffum. Updated over a week ago
Purchase Orders Video
Monitor the delivery stage of your POs, update inventory, and view parts reporting.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.Written by Zack Buffum. Updated over a week ago
Pricing Matrix Video
Creating and selecting your pricing matrix for services, customers, and fleetsWritten by Zack Buffum. Updated over a week ago
Labor Matrix Video
Optimize your labor profits by standardizing your labor markupWritten by Zack Buffum. Updated over a week ago
QuickBooks Desktop Integration Video
Connect Shopmonkey with QuickBooks Desktop for Windows.Written by Zack Buffum. Updated over a week ago
QuickBooks Online Integration Video
Connect your front office with your back office using Shopmonkey and QuickBooks Online.Written by Zack Buffum. Updated over a week ago
QuickBooks Online Integration Options Video
Streamline your bookkeeping by customizing your integration with QuickBooks OnlineWritten 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.Written by Zack Buffum. Updated over a week ago