Getting Started

Helpful tips for getting started with Shopmonkey

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16 articles in this collection
Written by Travis Brown, Justin Khuc, Garrett G and 2 others

Customer Support Acceptable Use Policy

A summary of Shopmonkey's core rules of conduct

Written by Garrett G
Updated today

Initial Setup

What should I do first? Getting Started with Shopmonkey

Written by Travis Brown
Updated today

What are best practices to go live with Shopmonkey?

Get tips to roll out Shopmonkey successfully with suggestions, timelines, and tasks for you and your team.

Written by Zack Buffum
Updated today

How do I use the Workflow?

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

Written by Garrett G
Updated today

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 today

How do I add customers to orders?

Adding new customers and selecting from returning customers

Written by Justin Khuc
Updated today

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 today

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 today

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 today

How do I edit or remove a posted payment?

Modify a payment after it has been paid or recorded

Written by Travis Brown
Updated today

Technician Training

Training resources for technicians to get the most out of Shopmonkey!

Written by Zack Buffum
Updated today

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 today

How do I use the Shopmonkey For Techs iOS App?

View assigned orders, scan VINs and license plates, perform inspections, Clock in, and check out Diagrams & Procedures from your iOS device.

Written by Joseph Aizawa
Updated today

In Trial

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

Written by Travis Brown
Updated today

What happens when my trial is over?

Written by Travis Brown
Updated today

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

Written by Travis Brown
Updated today