Shopmonkey

Search for Customers, Fleets, Orders, and Vehicles from any page to quickly find the information you need

Use Global Search in Your Shop

Manage employee time clocks, add and edit timesheets, manage user time clock permissions, and more

Track Hours with Time Clocks

Manage customers, vehicles, vendors, fleets, inspection templates, canned services, and line item categories in your shop

Lists Page

Use pre-made templates to import existing shop data for customers, parts, and more

Import Shop Data with Import Templates

Ashley Bennett

IT System Account

Zack Buffum

How-to articles covering various Shopmonkey features

Features

Link a vehicle to Labor and Parts Lookup to access OEM part prices and labor hours

Vehicle Parts & Labor Lookup

Link an HD vehicle to Labor and Parts Lookup to access labor hours and aftermarket parts

HD Vehicle Parts & Labor Lookup

Use service Diagrams & Procedures to access vehicle specifications, wiring diagrams, service procedures, and more

Vehicle Diagrams & Procedures

Add recommended maintenance services to orders and view Maintenance Schedules by vehicle mileage, time, and indicator

Maintenance Schedules

Recommend additional services and upsell previously declined services on customer estimates

Recommend Services on an Estimate

Upsell previously recommended and declined services on customer invoices

Deferred Services

Create custom tags to categorize work orders and help keep your shop organized

Add Tags to an Order

Customize your shop’s online Work Request Form to allow customers to request services and share contact information

Work Request Forms

Set which items are required before converting an order to a repair order or invoice

Order Checklist

Convert estimates to repair orders before invoicing to improve organization and streamline your shop operations

Repair Order Status

Record deposits and request electronic payment deposits on estimates before the job is started

Record a Deposit on a Work Order

Modify or refund a payment after it has already been paid or recorded

Edit or Refund a Posted Payment

Delete Orders

Estimates and Invoices

Add fleets to your shop and assign vehicles and owners to fleets

Add Fleets

Store customer data including names, contact information, assigned discounts, tax exemptions, and more

Customer Info & Preferences

Save customer contact information, select their primary phone number and email, and set their preferred contact method (SMS, email, or both)

Save Customer Contact Information & Preferences

Create a statement and record payments for multiple invoices at once for both customers and fleets

Create Statements & Record Bulk Payments

Communicate efficiently with customers by sending messages and file attachments through email or SMS/text messaging

Message Customers

Print receipts or send digital paid invoice receipts to customers for easy record-keeping

Send Receipts

Allow your customer to add an electronic signature to your estimates and invoices as authorizations for effective record-keeping

Customer E-Signatures to Authorize Services

Request customer authorization for services and recommended services on an estimate

Request Customer Authorization

Customize payment term settings to collect payments with customized due dates

Payment Terms

Customers

Assign technicians to labor items and services in a work order

Assign Technicians to Labor Items

Add fees to an estimate or invoice to cover additional expenses, including shipping, processing, recycling, and more

Add Fees to an Order

Create No Cap and Order Cap fees to cover miscellaneous expenses on estimates and invoices

Add Shop Supplies to Estimates

Assign technicians a flat rate to automate entering labor costs on labor items

Add Flat Rates to Labor Items

Create a subcontract line item on estimates and invoices to add  fees, markups, taxes, and other needs for your shop

Add Subcontracts to an Order

Add a core return to a part and keep track of the core return status using tags, including ready, returned, refunded, and more

Track Core Returns

Use your label printer to create stickers for customers that include shop info, mileage, and return date

Print Oil Stickers in Shopmonkey

Configure your DYMO printer to print oil stickers from Shopmonkey

Oil Stickers: Set Up Your DYMO Printer

Scan and record the TIN/DOT for tires sold in your shop

Tire Identification Number (TIN) Scanning

Service Items

Create standardized inspection templates to be quickly added to an estimate

Inspection Templates

Create reusable standard inspection item notes to save time when performing inspections

Manage Inspection Quick Notes

Complete inspection checklists to document customer vehicle condition

Perform Inspections

Share vehicle inspection results with a customer

Send Inspections to Customers

Inspections

Edit calendar settings to match your shop availability, week start day, day start and end times, and options to include or exclude weekends

Calendar Settings

Manage appointment confirmation and reminders sent to your customers

Appointment Confirmation & Reminders

View and filter your calendar by color and technician to get a view of a technician’s appointments and schedule

Calendar Filters & View Options

Schedule appointments on the calendar page, from within an estimate, or directly from the customer’s information

Schedule Appointments

Save time and remind your customers about future routine maintenance with recurring appointments

Recurring Appointments

Calendar

Confidently manage parts and tires placed on work orders and track part and core returns on work orders

Parts & Tires Workflow

Use line item categories and sub-categories to track the products and services in your shop more efficiently

Line Item Categories

Use your inventory to add and manage parts, tires, vendors, and line item categories

Manage Inventory

Add part and tire line items from orders to your inventory

Add Order Line Items to Inventory

Mark parts as reserved to know which are available for customers and which are already committed to an order

Reserve Parts

Add parts and tires to POs and link the PO to an estimate, invoice, or work order

Purchase Orders

Manage and record part returns in your shop

Track Part Returns

Use a barcode scanner to add inventory parts and tires on orders and search the parts and tires workflow using the part number or SKU

Use a Barcode Scanner for Parts & Tires

Inventory

Take a look at the creative ways other shops use tags to streamline their workflow and improve communication with their team and customers

Best Practices: Use Tags to Improve Your Workflow

Take detailed notes, document inspections, create estimates, and send invoices from Shopmonkey for extended warranty contract work

Best Practices: Use Shopmonkey for Extended Warranty Contract Claims

Take a look at the creative ways shops use message templates to increase workflow efficiency and improve communication with their customers

Best Practices: Use Message Templates to Increase Efficiency and Improve Customer Experience

A collection of past relevant tips and best practices geared to help shops succeed

Tip of the Month Collection

Best Practices

Find answers and get help from Intercom Support and Community Experts

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