Shopmonkey: How do I customize the General Settings?

Set up shop information, choose vehicle settings, manage rates and fees, select preferred part brands, and more

Zack Buffum avatar
Written by Zack Buffum
Updated over a week ago

Company Info

Enter your shop’s information in Company Info. Shopmonkey will use the information from here to show it to your customers in estimates, invoices, work request forms, and more. You can also upload your company logo. Find out the steps to upload your logo from our help article.

Vehicle Settings

The Vehicle Settings show the types of vehicles that your shops work on. You select the vehicles when you first open your Shopmonkey account, and you can always update them here. Your vehicle selections will show as Type options when adding a new vehicle to your shop.

Fees & Rates

The Fees & Rates section lets you set important information related to the total that your customers will see on their invoices.

  • Shop Supplies - This lets you set how much you would like to collect from each service for the non itemized shop expenses like cleaning supplies. For more information, check out our help article.

  • EPA (%) - This lets you set what percentage of the retail price of a service you would like to collect for the Environmental Protection Agency (EPA). You can select whether this applies to Parts and Labor by checking the boxes.

  • Tax (%) - This lets you set what percentage of the retail price of a service you would like to collect for Taxes. For more information, check out our help article.

  • Labor Rates - This dropdown displays the default labor rate for your shop. Each new service will use this labor rate and can always be updated. Click on the drop-down and click add new to create a new labor rate. These labor rates will be available when adding labor line items to services.

Preferred Part Brands

Preferred Part Brands let you enable the option to see aftermarket parts. You can also select your favorite part brands and select the order that they will display. For more information, check out our help article.

Work Assignments

Work Assignments let you set up how you assign your employees to estimates. You can also choose to be notified if you’re missing assignments. For more information about Work Assignments, check out our help article.

Customer Authorization

The Customer Authorization settings let you choose from helpful authorization options that show authorizations on Inspections, prompt you if you’re missing an authorization, and automatically recent authorizations if prices change.

  • Show Authorization Actions - This turns on the option to authorize or decline inspection items. For more information on authorizing and declining inspection items check out our help article, Perform Inspections.

  • Prompt for service authorizations before invoicing - This setting will notify you if a service does not have authorization. When it’s enabled and you try to convert the estimate to an invoice, a window will appear notifying you that a service isn’t authorized.

  • Reset authorization when service price increases - When this is enabled, any increase in the price of a service will cause the authorization to reset. This will allow you to request authorization for the new amount without having to take the step of resetting it.

E-Signature Settings

The E-Signature Settings let you select how often e-signatures are requested when sending estimates digitally to customers. The E-signatures feature is included in Genius subscriptions and above, and is available as an add-on for Clever subscriptions. For more information on E-signatures, check out our help article.

Mileage & Engine Hour Requirements

Some states require mileage and/or engine hours to be recorded for vehicles. Enabling this setting will remind you when an order is missing mileage or engine hours.

Estimate & Invoice Line Items

If you have strict inventory organization and need an Inventory Category for each line item on a service, then you’ll want to enable this setting. When enabled, you’ll be notified if a line item is missing an Inventory Category when converting an estimate to an invoice.

Document Footers

The Document Footer is where you place the terms and conditions and any other important information your customer should read. This information displays on printed estimates, invoices, and when using e-signatures to authorize work.

Still have questions? Feel free to reach out to us through the Chat Icon in the bottom right corner of your screen. Thanks for reading!

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