Shopmonkey

Create estimates with customer and vehicle information, customize inspections and inspection templates, and schedule appointments

Getting Started: Shopmonkey Basics

Schedule and track appointments, send confirmations and reminders to customers, and more

Customize your Workflow to organize and manage your estimates, invoices, and parts

The basics of creating a new estimate and converting it to an invoice

Add new and returning customers to an estimate, manage and import an existing customer list, and avoid adding duplicate customers

Search for a returning vehicle or add a new vehicle to build an estimate

Learn how to create, add, and remove a service and save one as a canned service for later use

Create custom Inspections and save them for later use

Send an estimate or invoice to a customer through email and SMS text messaging

Access estimate information from the service writer perspective, which includes costs, profitability, and customer messages

Find answers and get help from Intercom Support and Community Experts

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