Getting Started

What should I do first when getting started with Shopmonkey?

Set up shop by customizing shop settings, learning the basics of Shopmonkey, and checking out Shopmonkey Academy

Written by Travis Brown
Updated this week

What are some best practices 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 and spend more time focusing on your customers

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?

Discover how to set up taxes, how to set tax exemptions, and what that looks like on estimates and invoices.

Written by Joseph Aizawa
Updated over a week ago

How do I add and remove a technician?

Learn how to add a new user and how to remove an existing user

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 reduce time spent 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?

Creating and selecting your 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 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, associate estimates, send confirmations and reminders to your customers, and more

Written by Joseph Aizawa
Updated over a week ago

How do I use the Workflow?

Organize and manage your estimates, invoices, and parts all in one place

Written by Garrett
Updated over a week ago

How do I create an estimate and invoice?

Create a new estimate, move it through the workflow, and convert it to an invoice

Written by Justin Khuc
Updated over a week ago

How do I add customers to orders?

Adding new customers and selecting from returning customers

Written by Justin Khuc
Updated over a week ago

How do I add a vehicle to an estimate?

Adding a new vehicle, and selecting from a returning customer's vehicles

Written by Justin Khuc
Updated over a week ago

How to add and remove a service on an order?

Add a canned service to save time, or build a service from scratch by adding parts, labor, tires, subcontract, and fee line items

Written by Justin Khuc
Updated over a week ago

How do I create and use Inspections and Inspection Templates?

Generate 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?

Sending customer estimates and invoices through SMS text message and email

Written by Justin Khuc
Updated over a week ago

How do I use the Service Writer View?

See orders from the shop perspective, have full control over services with access to cost and profitability information.

Written by Joseph Aizawa
Updated over a week ago

Where can I get 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

What should I do in my trial account?

Log in to your account. Create an estimate. Send out an estimate.

Written by Joseph Aizawa
Updated over a week ago

How much does Shopmonkey cost, and how do I subscribe?

Written by Travis Brown
Updated over a week ago

What happens when my trial is over?

Written by Travis Brown
Updated over a week ago

Demo Data - How do I clear it? When does it go away? Does everything else remain?

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