Shopmonkey

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

Getting Started: Shopmonkey Basics

An overview of the process from creating a quote to collecting payment

View, search, and organize workflow processes, estimates, invoices, and parts in the Columns, Lists, and Parts & Tires Workflow views

View important work order information displayed on the workflow cards in the column view of the workflow page

Create a new estimate from the workflow page, the add button, calendar page, and more

Add customers and customer data to your shop

Add vehicles and vehicle data to your shop

Create, add, and remove services and line items on work orders

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

Share estimates, invoices, inspections, and messages with your customers

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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