All Collections
Video Series
Video Series
See some of the Shopmonkey features in action!
26 articles in this collection
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 potential
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.
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 fleets
Written by
Zack Buffum
Updated over a week ago
Labor Matrix Video
Optimize your labor profits by standardizing your labor markup
Written 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 Online
Written by
Zack Buffum
Updated this week
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
Welcome Page
Workflow Video
See how the customizable Workflow can help you prioritize and manage your estimates, invoices, and parts with Shopmonkey.
Written by
Zack Buffum
Updated over a week ago
Calendar and Appointments Video
Send automated appointment reminders and manage the calendar for your techs and for the entire shop.
Written by
Zack Buffum
Updated over a week ago
Time Clocks Video
Track time and profitability by allowing techs to clock in/out of jobs.
Written by
Zack Buffum
Updated over a week ago
Inspections Video
Create digital inspection sheets to document your work and provide recommendations.
Written by
Zack Buffum
Updated over a week ago
Vehicle, Labor and Parts Lookup Video
Vehicle, Labor, DTC codes and Parts Lookup by MOTOR - Getting OEM lookups for general auto repair services.
Written by
Zack Buffum
Updated over a week ago
Webinars
Credit Card Payments: Dispute Dos and Don'ts Webinar
Written by
Zack Buffum
Updated over a week ago
Credit Card Payments: Protecting Your Shop
Written by
Zack Buffum
Updated over a week ago
Credit Card Payments: Important Roles & Responsibilities
Written by
Zack Buffum
Updated over a week ago
Payments Best Practices Webinar
Written by
Zack Buffum
Updated over a week ago
Maximizing Efficiency: Got money left on the shelf?
Written by
Zack Buffum
Updated over a week ago
Maximizing Efficiency HD
Written by
Zack Buffum
Updated over a week ago