Shopmonkey

Travis Brown

Zack Buffum

Ashley Wright

Helpful tips for getting started with Shopmonkey

Getting Started

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

What should I do first when getting started with Shopmonkey?

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

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

Where do I start?

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

Getting Started: Customizing Shop Settings

One of the most important things to do is configure your shop information on the Settings page

General Settings Video

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

How do I set up taxes in Shopmonkey?

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

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

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

How do I create and use Canned Services?

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

How do I set up a Pricing Matrix?

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

How do I set up a Labor Matrix?

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

Getting Started: Integrations with Shopmonkey

Customizing Shop Settings

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

How do I use the Calendar?

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

How do I use the Workflow?

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

How do I create an estimate and invoice?

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

How do I add a customer to an estimate?

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

How do I add a vehicle to an estimate?

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

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

Create custom Inspections and save them for later use

How do I create and use Inspections and Inspection Templates?

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

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

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

How do I use the Service Writer View?

Garrett

Shopmonkey Basics

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

Where can I find training for my technicians?

New Employee Training

Understand Shopmonkey pricing so that you can subscribe with confidence

How much does Shopmonkey cost?

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