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Getting Started
Getting Started

Helpful tips for getting started with Shopmonkey

Travis Brown avatarZack Buffum avatarAshley Wright avatar
By Travis and 4 others5 authors23 articles

Where do I start?


What should I do first when getting started with Shopmonkey?
What are some best practices for when I go live with Shopmonkey?

Customizing Shop Settings


Getting Started: Customizing Shop Settings
General Settings Video
How do I set up taxes in Shopmonkey?
How do I add and remove technicians and other users from Shopmonkey?
How do I create and use Canned Services?
Add a Pricing Matrix
Add a Labor Matrix
Getting Started: Integrations with Shopmonkey

Shopmonkey Basics


Getting Started: Shopmonkey Basics
How do I use the Workflow?
How do I create an estimate and invoice?
Add Customers
Add Vehicles
How do I add and remove a service from an estimate?
How do I create and use Inspections and Inspection Templates?
How do I send an estimate or invoice to a customer?
How do I use the Service Writer View?

New Employee Training


Where can I find training for my technicians?

In Trial


How much does Shopmonkey cost?
What happens when I clear my demo data?
Customer Support Acceptable Use Policy
Shopmonkey Help Center