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

Technician Training

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

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.

Written by Joseph Aizawa
Updated over a week ago

How do I use the Shopmonkey For Techs iOS App?

Review assigned orders, scan VINs and license plates, perform inspections, and upload photos and videos from your iOS device.

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