Getting Started

What should I do first? Getting Started with Shopmonkey

Written by Travis Brown
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 Gouveia
Updated over a week ago

How do I create an estimate and invoice?

Building a new estimate, moving it through the workflow, and converting 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 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 edit or remove a posted payment?

Modify a payment after it has been paid or recorded

Written by Travis Brown
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

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