Features

How do I use the Message Center?

Review all customer conversations from any screen, start new conversations, and close and reopen conversations all from the Message Center.

Written by Joseph Aizawa
Updated over a week ago

How do I use the Search Everything Bar?

Search for Orders, Customers, Vehicles, and more to find exactly what you’re looking for quickly

Written by Joseph Aizawa
Updated over a week ago

How do Authorizations work in Shopmonkey?

Have your customers authorize work, so you both have a record of what’s agreed on

Written by Joseph Aizawa
Updated over a week ago

How do I use Labels in Shopmonkey?

Mark your orders with creative tags for VIP customers, set an indicator for ordered parts, and much more with labels.

Written by Joseph Aizawa
Updated over a week ago

How do I create and manage a fleet?

Creating, managing and adding vehicles to fleets

Written by Anya Iskandarian
Updated over a week ago

Payment Terms for Fleets

Set and use payment terms for your fleets and collect payments on customized due dates

Written by Anya Iskandarian
Updated over a week ago

How do Maintenance Schedules work in Shopmonkey?

Quickly add maintenance services to your orders and view maintenance schedules by mileage, time, or indicator.

Written by Joseph Aizawa
Updated over a week ago

How do Tires work in Shopmonkey?

Learn how to add, edit, and upload tires in Shopmonkey.

Written by Joseph Aizawa
Updated over a week ago

How do I use Purchase Orders?

Keep track of the delivery and fulfillment statuses of your ordered parts

Written by Garrett
Updated over a week ago

How do I use the standalone Services & Diagrams Lookup?

Learn how this method of the Parts and Labor lookup works

Written by Garrett
Updated over a week ago

How do I use and edit my Lists data?

Understand the information found within your Lists

Written by Garrett
Updated over a week ago

How do I print Oil Stickers in Shopmonkey?

Use your Dymo label printer to create stickers for your customers, including shop info, mileage, and return date.

Written by Joseph Aizawa
Updated over a week ago

How do I view Aftermarket Parts in Shopmonkey?

Search for aftermarket parts next to OEM parts, add aftermarket part numbers automatically, and customize to show your favorite brands.

Written by Joseph Aizawa
Updated over a week ago

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

Vehicle, Labor, DTC codes and Parts Lookup by MOTOR - Getting OEM lookups for general auto repair services

Written by Travis Brown
Updated over a week ago

How do I use Deferred Services?

View and control authorizations for each service, and show services as "Recommended" to offer them to customers

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.

Written by Anya Iskandarian
Updated over a week ago

How do I use Time Clocks for tracking time and timesheets?

Take control and gain access to how and where your labor is being spent

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.

Written by Joseph Aizawa
Updated over a week ago

How do I use subcontracts?

Learn how to use this jack-of-all-trades service item to your benefit

Written by Garrett
Updated over a week ago

How do I use Work Request Forms?

Create a form for your customers to fill out on your website and send you their vehicle and contact info to request services.

Written by Garrett
Updated over a week ago

How do I use Diagrams & Procedures?

Vehicle specifications, wiring diagrams, bulletins, procedures, and components at your fingertips!

Written by Garrett
Updated over a week ago

How do I use Flat Rates?

Give your technicians a flat rate to streamline your labor costing data

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.

Written by Joseph Aizawa
Updated this week

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.

Written by Joseph Aizawa
Updated this week

How do I send messages to my customers?

Start a two-way dialogue to keep your customers updated and engaged

Written by Garrett
Updated this week

How do I print and send receipts to my customers?

Print or email receipts of posted payments for your customers

Written by Garrett
Updated over a week ago

Customer fields and toggles

Capturing important details like referral source and address, and configuring settings like discounts and tax exemption

Written by Justin Khuc
Updated over a week ago

How do I make Appointments?

Create appointments with Date & Time, Customer info, Vehicle info, Order info, Assigned Tech, Confirmation messages, Reminders, and more.

Written by Joseph Aizawa
Updated over a week ago

How do I use Fees?

Add a line item to your services to charge fees to your customers and cover expenses like shipping, processing, recycling, and more.

Written by Garrett
Updated over a week ago

How do I add Shop Supplies to my estimates?

Setting up Shop Supplies, defaults and caps for your estimates and invoices

Written by Garrett
Updated over a week ago

How do I track Core Charges?

Mark the core charge on parts and track their status with Ready, Picked Up, Refunded, and more.

Written by Joseph Aizawa
Updated over a week ago

How do I use Inventory Categories in Shopmonkey?

Create categories and subcategories to organize your inventory in Shopmonkey

Written by Joseph Aizawa
Updated over a week ago

How do I save items to inventory from an order?

Add parts, tires, labor, or fees from orders to your inventory

Written by Joseph Aizawa
Updated over a week ago

How do I use Parts in Shopmonkey?

Learn how to add, edit, and update parts in Shopmonkey

Written by Joseph Aizawa
Updated over a week ago

How do I manage my inventory?

Learn how to utilize your inventory and all its features to their fullest potential

Written by Garrett
Updated over a week ago