Features

How do I use the Message Center?

Send messages and keep track of conversations with customers in the Message Center

Written by Joseph Aizawa
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 Joseph Aizawa
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 Joseph Aizawa
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 Joseph Aizawa
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 Joseph Aizawa
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 Joseph Aizawa
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 update Payment Terms for fleets?

Customize your payment terms settings for your fleets 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 Joseph Aizawa
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 Joseph Aizawa
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

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 Joseph Aizawa
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 Joseph Aizawa
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 Joseph Aizawa
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 Joseph Aizawa
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 Joseph Aizawa
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 Joseph Aizawa
Updated over a week ago

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 Joseph Aizawa
Updated over a week ago

What is the Parts Workflow?

View parts on orders, search, label, and edit them to confidently manage the parts in your shop

Written by Joseph Aizawa
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 Joseph Aizawa
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 Joseph Aizawa
Updated over a week ago

How do I use Parts in Shopmonkey?

Learn how to add, edit, and update parts in Shopmonkey

Written by Joseph Aizawa
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