Video Series

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

General Settings Video

One of the most important things to do is configure your shop information on the Settings page

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 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.

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 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

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 Joseph Aizawa
Updated over a week ago

Manage User Permissions Video

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

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 Enterprise Desktop Integration Video

Connect Shopmonkey with QuickBooks Enterprise Desktop for Windows.

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.

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 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

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.

Written by Zack Buffum
Updated over a week ago

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

Messages Video

Text and email estimates & invoices, inspections, notes and appointment reminders.

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