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Getting Started
Getting Started
Helpful tips for getting started with Shopmonkey
+2
24 articles in this collection
Written by
Travis Brown,
Justin Khuc,
Garrett
and 2 others
Where do I start?
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
Customizing Shop Settings
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
Zack Buffum
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
Shopmonkey Basics
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
Zack Buffum
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
Zack Buffum
Updated over a week ago
New Employee Training
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
In Trial
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 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