Shopmonkey

Stay current with the latest product updates, new features, improvements, and bug fixes by visiting “What's New” in Shopmonkey 2.0

What’s New in Shopmonkey: Release Notes

Ashley Bennett

Zack Buffum

Helpful tips for getting started with Shopmonkey

Getting Started

Customize your shop settings to help your team have a smooth transition into using Shopmonkey

Getting Started: Customizing Shop Settings

Tax Settings

Add new users to your shop and delete users to remove their login

Add & Remove Users

Maximize your profit and save time by setting up a pricing matrix for services, customers, and fleets

Add a Pricing Matrix

Optimize your labor profits by setting up a labor matrix and standardizing your labor markup

Add a Labor Matrix

Select an SMS number to provide consistent communication and business recognition when text messaging customers via Shopmonkey

How do I register an SMS number for my shop?

Review the process of registering a Shopmonkey Messaging Number to communicate with your customers through the Message Center via SMS

SMS Registration Process

Save time in your shop by integrating accounting, vehicle lookup, and parts procurement tools with Shopmonkey

Getting Started: Integrations with Shopmonkey

Create and save message templates for common communications sent to your customers when sharing estimates, invoices, and more

Message Templates

View and track user activity in your shop including employee logins, order changes, inventory changes, and more

Audit Logs

Choose a default language for your shop and customer documents

Preferred Language Settings

Shop Settings

Create estimates with customer and vehicle information, customize inspections and inspection templates, and schedule appointments

Getting Started: Shopmonkey Basics

An overview of the process from creating a quote to collecting payment

Quote to Cash Video

View, search, and organize workflow processes, estimates, invoices, and parts in the Columns, Lists, and Parts & Tires Workflow views

Workflow Views

View important work order information displayed on the workflow cards in the column view of the workflow page

Workflow Cards

Create a new estimate from the workflow page, the add button, calendar page, and more

Create an Estimate

Add customers and customer data to your shop

Add Customers

Add vehicles and vehicle data to your shop

Add Vehicles

Create, add, and remove services and line items on work orders

Add & Remove Services on Estimates

Save common services, packages, and special offers to save time and track which are the most popular and profitable services

Create a Canned Service

Share estimates, invoices, inspections, and messages with your customers

Send Estimates & Invoices

Convert Estimates to Invoices

Shopmonkey Basics

Visit Shopmonkey Academy to access courses and videos to train your technicians and other new hires on how to use Shopmonkey