Shopmonkey Help Center

Features

How-to articles covering various Shopmonkey features

Use Global Search in Your Shop

Track Hours with Time Clocks

Estimates and Invoices

Vehicle Parts & Labor Lookup

HD Vehicle Parts & Labor Lookup

Vehicle Diagrams & Procedures

Maintenance Schedules

Recommend Services on an Estimate

Deferred Services

Add Tags to an Order

Work Request Forms

Order Checklist

Repair Order Status

Record a Deposit on a Work Order

Edit or Refund a Posted Payment

Customer Info & Preferences

Save Customer Contact Information & Preferences

Create Statements & Record Bulk Payments

Message Customers

Customer E-Signatures to Authorize Services

Request Customer Authorization

Assign Technicians to Labor Items

Add Fees to an Order

Add Shop Supplies to Estimates

Add Flat Rates to Labor Items

Add Subcontracts to an Order

Track Core Returns

Print Oil Stickers in Shopmonkey

Oil Stickers: Set Up Your DYMO Printer

Tire Identification Number (TIN) Scanning

Inspection Templates

Manage Inspection Quick Notes

Perform Inspections

Send Inspections to Customers

Calendar Settings

Appointment Confirmation & Reminders

Calendar Filters & View Options

Schedule Appointments

Recurring Appointments

Parts & Tires Workflow

Line Item Categories

Manage Inventory

Add Order Line Items to Inventory

Purchase Orders

Track Part Returns

Use a Barcode Scanner for Parts & Tires

Best Practices: Use Tags to Improve Your Workflow

Best Practices: Use Shopmonkey for Extended Warranty Contract Claims

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

Tip of the Month Collection