Features

How-to articles covering various Shopmonkey features

Travis Brown avatar Justin Khuc avatar Garrett avatar +2
35 articles in this collection
Written by Travis Brown, Justin Khuc, Garrett and 2 others

How do I use the Message Center?

Review all customer conversations from any screen, start new conversations, and close and reopen conversations all from the Message Center.
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Written by Joseph Aizawa
Updated over a week ago

How do I use the Search Everything Bar?

Search for Orders, Customers, Vehicles, and more to find exactly what you’re looking for quickly
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Written by Joseph Aizawa
Updated over a week ago

How do Authorizations work in Shopmonkey?

Have your customers authorize work, so you both have a record of what’s agreed on
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Written by Joseph Aizawa
Updated over a week ago

How do I use Labels in Shopmonkey?

Mark your orders with creative tags for VIP customers, set an indicator for ordered parts, and much more with labels.
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Written by Joseph Aizawa
Updated over a week ago

How do I create and manage a fleet?

Creating, managing and adding vehicles to fleets
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Written by Anya Iskandarian
Updated over a week ago

Payment Terms for Fleets

Set and use payment terms for your fleets and collect payments on customized due dates
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Written by Anya Iskandarian
Updated over a week ago

How do Maintenance Schedules work in Shopmonkey?

Quickly add maintenance services to your orders and view maintenance schedules by mileage, time, or indicator.
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Written by Joseph Aizawa
Updated over a week ago

How do Tires work in Shopmonkey?

Learn how to add, edit, and upload tires in Shopmonkey.
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Written by Joseph Aizawa
Updated over a week ago

How do I use Purchase Orders?

Keep track of the delivery and fulfillment statuses of your ordered parts
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Written by Garrett
Updated over a week ago

How do I use the standalone Services & Diagrams Lookup?

Learn how this method of the Parts and Labor lookup works
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Written by Garrett
Updated over a week ago

How do I use and edit my Lists data?

Understand the information found within your Lists
Garrett avatar
Written by Garrett
Updated over a week ago
Estimates and Invoices

How do I print Oil Stickers in Shopmonkey?

Use your Dymo label printer to create stickers for your customers, including shop info, mileage, and return date.
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Written by Joseph Aizawa
Updated over a week ago

How do I view Aftermarket Parts in Shopmonkey?

Search for aftermarket parts next to OEM parts, add aftermarket part numbers automatically, and customize to show your favorite brands.
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Written by Joseph Aizawa
Updated over a week ago

How do I look up labor and parts for a vehicle?

Vehicle, Labor, DTC codes and Parts Lookup by MOTOR - Getting OEM lookups for general auto repair services
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Written by Travis Brown
Updated over a week ago

How do I use Deferred Services?

View and control authorizations for each service, and show services as "Recommended" to offer them to customers
Garrett avatar
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.
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Written by Anya Iskandarian
Updated over a week ago

How do I use Time Clocks for tracking time and timesheets?

Take control and gain access to how and where your labor is being spent
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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.
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Written by Joseph Aizawa
Updated over a week ago

How do I use subcontracts?

Learn how to use this jack-of-all-trades service item to your benefit
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Written by Garrett
Updated over a week ago

How do I use Work Request Forms?

Create a form for your customers to fill out on your website and send you their vehicle and contact info to request services.
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Written by Garrett
Updated over a week ago

How do I use Diagrams & Procedures?

Vehicle specifications, wiring diagrams, bulletins, procedures, and components at your fingertips!
Garrett avatar
Written by Garrett
Updated over a week ago

How do I use Flat Rates?

Give your technicians a flat rate to streamline your labor costing data
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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.
Joseph Aizawa avatar
Written by Joseph Aizawa
Updated this week

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.
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Written by Joseph Aizawa
Updated this week