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Features
Features
How-to articles covering various Shopmonkey features
By Ashley and 2 others
3 authors
52 articles
Use Global Search in Your Shop
Track Hours with Time Clocks
Lists Page
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
Customers
Add Fleets
Customer Info & Preferences
Save Customer Contact Information & Preferences
Create Statements & Record Bulk Payments
Message Customers
Send Receipts
Customer E-Signatures to Authorize Services
Request Customer Authorization
Payment Terms
Service Items
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
Inspections
Inspection Templates
Manage Inspection Quick Notes
Perform Inspections
Send Inspections to Customers
Calendar
Calendar Settings
Appointment Confirmation & Reminders
Calendar Filters & View Options
Schedule Appointments
Inventory
Parts & Tires Workflow
Line Item Categories
Manage Inventory
Add Order Line Items to Inventory
Reserve Parts
Purchase Orders
Track Part Returns
Use a Barcode Scanner for Parts & Tires
Best Practices
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
