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Features
Features
How-to articles covering various Shopmonkey features
+2
40 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
Written by
Zack Buffum
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
Written by
Zack Buffum
Updated over a week ago
How do customers authorize services?
Learn more about customer Authorizations and how to manage Authorizations for better accountability
Written by
Zack Buffum
Updated over a week ago
How do I use Labels in Shopmonkey?
Create custom Labels and use them to categorize orders in the Workflow
Written by
Zack Buffum
Updated over a week ago
What happens when my customers unsubscribe from my messages?
Find out why customers can unsubscribe and resubscribe to messages
Written by
Zack Buffum
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
Written by
Zack Buffum
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
Written by
Zack Buffum
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
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
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
Written by
Zack Buffum
Updated over a week ago
How do I manage Tires in Shopmonkey?
Learn how to add, edit, and import tires to your Inventory
Written by
Zack Buffum
Updated over a week ago
How do I use Purchase Orders?
Create Purchase Orders and link them to an estimate, invoice, or work order
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
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
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
Written by
Zack Buffum
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.
Written by
Zack Buffum
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
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
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?
Access time logs, add and edit time entries, manage technician permissions, and more
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
Zack Buffum
Updated over a week ago
How do I use Subcontracts?
Learn how to create a Subcontract to customize estimates and invoices with fees, markups, taxes, and more
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
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
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
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
Zack Buffum
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
Written by
Zack Buffum
Updated over a week ago
Customers
How do I create statements and record bulk payments?
Create a statement for your customers and fleets, record payments for multiple invoices, and review the payments in your reports
Written by
Zack Buffum
Updated over a week ago
How do I send messages to my customers?
Communicate effectively with customers through email, text, and pre-made message templates
Written by
Garrett
Updated over a week ago
How do I send receipts?
Learn how to create a printed or digital receipt for customers
Written by
Garrett
Updated over a week ago
What types of customer information can I collect and store?
Keep track of customers’ names, contact information, assigned discounts, tax exemptions, and more
Written by
Justin Khuc
Updated over a week ago
How do I create an Appointment?
Quickly create Appointments either from scratch or using previous customer information
Written by
Zack Buffum
Updated over a week ago
Service Items
How do I create and use Fees?
Add Fees to an estimate or invoice to cover additional expenses, including shipping, processing, recycling, and more
Written by
Garrett
Updated over a week ago
How do I add Shop Supplies to estimates?
Create No Cap and Order Cap fees to cover miscellaneous expenses on estimates and invoices
Written by
Garrett
Updated over a week ago
How do I track Core Charges?
Add a Core Charge to a part and keep track of its status with labels, including Ready, Picked Up, Refunded, and more
Written by
Zack Buffum
Updated over a week ago
Inventory
What is the Parts Workflow?
View parts on orders, search, label, and edit them to confidently manage the parts in your shop
Written by
Zack Buffum
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
Zack Buffum
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
Zack Buffum
Updated over a week ago
How do I use Parts in Shopmonkey?
Learn how to add, edit, and update parts in Shopmonkey
Written by
Zack Buffum
Updated over a week ago
How do I manage my Inventory?
Use your Inventory to add and manage parts, labor, and more
Written by
Garrett
Updated over a week ago