Getting Started

What should I do first when getting started with Shopmonkey?

Create a smooth transition and set your shop up for success by customizing your shop settings and practicing the basics of Shopmonkey

Written by Travis Brown
Updated over a week ago

What are some best practices for when I go live with Shopmonkey?

Set your shop up for success using these suggestions, timelines, and tasks for you and your team when you roll out Shopmonkey

Written by Zack Buffum
Updated over a week ago

Getting Started: Customizing Shop Settings

Customize your settings to help your team have a smooth transition into using Shopmonkey

Written by Ashley Wright
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

How do I set up taxes in Shopmonkey?

Set up shop taxes and tax exemptions while viewing tax setting customizations on estimates and invoices

Written by Joseph Aizawa
Updated over a week ago

How do I add and remove technicians and other users from Shopmonkey?

Learn how to add and remove technicians, service writers, and admins from your shop

Written by Travis Brown
Updated over a week ago

How do I create and use Canned Services?

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

Written by Travis Brown
Updated over a week ago

How do I set up a Pricing Matrix?

Maximize your profit and save time by setting up a pricing matrix for services, customers, and fleets

Written by Garrett
Updated over a week ago

How do I set up a Labor Matrix?

Optimize your labor profits by setting up a labor matrix and standardizing your labor markup

Written by Garrett
Updated over a week ago

Getting Started: Integrations with Shopmonkey

Save time in your shop by integrating accounting, vehicle lookup, and parts procurement tools with Shopmonkey

Written by Ashley Wright
Updated over a week ago

Getting Started: Shopmonkey Basics

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

Written by Ashley Wright
Updated over a week ago

How do I use the Calendar?

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

Written by Joseph Aizawa
Updated over a week ago

How do I use the Workflow?

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

Written by Garrett
Updated over a week ago

How do I create an estimate and invoice?

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

Written by Justin Khuc
Updated over a week ago

How do I add a customer to an estimate?

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

Written by Justin Khuc
Updated over a week ago

How do I add a vehicle to an estimate?

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

Written by Justin Khuc
Updated over a week ago

How do I add and remove a service from an estimate?

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

Written by Justin Khuc
Updated over a week ago

How do I create and use Inspections and Inspection Templates?

Create custom Inspections and save them for later use

Written by Travis Brown
Updated over a week ago

How do I send an estimate or invoice to a customer?

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

Written by Justin Khuc
Updated over a week ago

How do I use the Service Writer View?

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

Written by Joseph Aizawa
Updated over a week ago

Where can I find training for my technicians?

Technician Training includes information on the Workflow, the Technician View, Inspections, and more

Written by Zack Buffum
Updated over a week ago

How should I start using my trial account?

Create and send an estimate, add a vehicle and customer, and more

Written by Joseph Aizawa
Updated over a week ago

How much does Shopmonkey cost?

Understand Shopmonkey pricing so that you can subscribe with confidence

Written by Travis Brown
Updated over a week ago

What happens when my trial is over?

Next steps when your Shopmonkey trial is coming to an end

Written by Travis Brown
Updated over a week ago

What happens when I clear my demo data?

Learn what data will remain when clearing demo data and how to delete existing demo data

Written by Travis Brown
Updated over a week ago

Customer Support Acceptable Use Policy

A summary of Shopmonkey's core rules of conduct

Written by Garrett
Updated over a week ago