Features

How-to articles covering various Shopmonkey features

42 articles
Zack Buffum avatarGarrett avatarJustin Khuc avatar+3
Written by Zack Buffum, Garrett, Justin Khuc and 3 others

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

Take a look at the creative ways shops use message templates to increase workflow efficiency and improve communication with their customers
Ashley Wright avatar
Written by Ashley Wright. Updated over a week ago

How do I use the Message Center?

Send messages and keep track of conversations with customers in the Message Center
Zack Buffum avatar
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
Zack Buffum avatar
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
Zack Buffum avatar
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
Zack Buffum avatar
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
Zack Buffum avatar
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
Zack Buffum avatar
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
Zack Buffum avatar
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
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
Anya Iskandarian avatar
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
Zack Buffum avatar
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
Zack Buffum avatar
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
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

Best Practices: Using Labels to Improve Your Workflow

Take a look at the creative ways other shops use labels to streamline their workflow and improve communication with their team and customers
Ashley Wright avatar
Written by Ashley Wright. Updated over a week ago