Getting Started

Helpful tips for getting started with Shopmonkey

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

What should I do first? Getting Started with Shopmonkey

Travis Brown avatar
Written by Travis Brown
Updated over a week ago

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.
Zack Buffum avatar
Written by Zack Buffum
Updated over a week ago

How do I use the Workflow?

Organize and manage your estimates, invoices, and parts all in one place
Garrett G avatar
Written by Garrett G
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
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 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 edit or remove a posted payment?

Modify a payment after it has been paid or recorded
Travis Brown avatar
Written by Travis Brown
Updated over a week ago

Technician Training

Training resources for technicians to get the most out of Shopmonkey!
Zack Buffum avatar
Written by Zack Buffum
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.
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Written by Joseph Aizawa
Updated over a week ago

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.
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago