Getting Started

Helpful tips for getting started with Shopmonkey

Travis Brown avatar Justin Khuc avatar Garrett avatar +3
26 articles in this collection
Written by Travis Brown, Justin Khuc, Garrett and 3 others
Shopmonkey Basics

Getting Started: Shopmonkey Basics

Create estimates with customer and vehicle information, customize inspections and inspection templates, and schedule appointments
Ashley Wright avatar
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
Joseph Aizawa avatar
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
Garrett avatar
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
Justin Khuc avatar
Written by Justin Khuc
Updated over a week ago

How do I add customers to orders?

Adding new customers and selecting from returning customers
Justin Khuc avatar
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
Justin Khuc avatar
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
Justin Khuc avatar
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
Travis Brown avatar
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
Justin Khuc avatar
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.
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago