Features

How-to articles covering various Shopmonkey features

Travis Brown avatar Justin Khuc avatar Garrett avatar +2
39 articles in this collection
Written by Travis Brown, Justin Khuc, Garrett and 2 others

How do I use the Message Center?

Send messages and keep track of conversations with customers in the Message Center
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago

How do I use the Search Everything Bar?

Search for Orders, Customers, Vehicles, and Vendors to quickly find the information you need
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Written by Joseph Aizawa
Updated over a week ago

How do customers authorize services?

Learn more about customer Authorizations and how to manage Authorizations for better accountability
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago

How do I use Labels in Shopmonkey?

Create custom Labels and use them to categorize orders in the Workflow
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago

How do I set customers' preferred and primary contacts?

Set customers' preferred contact method and select their primary phone number and/or email address
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago

How do I reserve parts?

Learn how to reserve parts, so your shop knows which ones are available and which are committed to an order
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago

How do I create and manage a fleet?

Learn how to create fleets, add vehicles and owners, collect payments, and more
Anya Iskandarian avatar
Written by Anya Iskandarian
Updated over a week ago

How do I use Payment Terms?

Customize your payment terms settings and collect payments on customized due dates
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Written by Anya Iskandarian
Updated over a week ago

How do I use Maintenance Schedules?

Quickly add maintenance services to orders and view Maintenance Schedules by mileage, time, and indicator
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago

How do I manage Tires in Shopmonkey?

Learn how to add, edit, and import tires to your Inventory
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago

How do I use Purchase Orders?

Create Purchase Orders and link them to an estimate, invoice, or work order
Garrett avatar
Written by Garrett
Updated over a week ago

How do I use the Services & Diagrams Lookup?

Learn how to look up a vehicle’s Services & Diagrams outside of an estimate or invoice
Garrett avatar
Written by Garrett
Updated over a week ago

What are my Lists and how do I use them?

Learn how to access your Lists data to manage your customers, vehicles, canned services, and more all in one place
Garrett avatar
Written by Garrett
Updated over a week ago
Estimates and Invoices

How do I print Oil Stickers in Shopmonkey?

Use your Dymo label printer to create stickers for customers that include shop info, mileage, and return date
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago

How do I view and add aftermarket parts?

Search for aftermarket parts next to OEM parts, add aftermarket part numbers automatically, and customize to show your favorite brands.
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago

How do I look up parts and labor for a vehicle?

Link a vehicle to Labor and Parts Lookup to access OEM part prices and labor hours
Travis Brown avatar
Written by Travis Brown
Updated over a week ago

How do I use Recommended and Deferred Services?

Upsell suggested and previously declined services on customers' invoices
Garrett avatar
Written by Garrett
Updated over a week ago

How do I look up labor and parts for Heavy Duty vehicles?

Heavy-Duty and Medium-Duty Vehicle, Labor, Parts Lookup and Service Diagrams by MOTOR.
Anya Iskandarian avatar
Written by Anya Iskandarian
Updated over a week ago

How do I use Time Clocks?

Access time logs, add and edit time entries, manage technician permissions, and more
Travis Brown avatar
Written by Travis Brown
Updated over a week ago

How do I use E-signatures in Shopmonkey?

Add your customer’s electronic signature to your work orders as authorizations and have them saved if you need them.
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated this week

How do I use Subcontracts?

Learn how to create a Subcontract to customize estimates and invoices with fees, markups, taxes, and more
Garrett avatar
Written by Garrett
Updated over a week ago

How do I use Work Request Forms?

Customize the online Work Request Form to allow customers to request services and share contact information
Garrett avatar
Written by Garrett
Updated over a week ago

How do I use Diagrams & Procedures?

Activate Diagrams & Procedures to access vehicle specifications, wiring diagrams, procedures, and more
Garrett avatar
Written by Garrett
Updated over a week ago

How do I use Flat Rates?

Learn how to give technicians a flat rate and add that rate to a labor item
Justin Khuc avatar
Written by Justin Khuc
Updated over a week ago

How do I set up Oil Sticker printing for Shopmonkey on PC?

Find out which printers and labels are supported, how to set up sticker printing, and how to troubleshoot issues
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago

How do I set up Oil Sticker printing for Shopmonkey on a Mac?

Find out which printers and labels are supported, how to set up sticker printing, and how to troubleshoot issues
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated over a week ago