Getting Started

Helpful tips for getting started with Shopmonkey

Travis Brown avatar Justin Khuc avatar Garrett avatar +3
26 articles in this collection
Written by Travis Brown, Justin Khuc, Garrett and 3 others
Customizing Shop Settings

Getting Started: Customizing Shop Settings

Customize your settings to help your team have a smooth transition into using Shopmonkey
Ashley Wright avatar
Written by Ashley Wright
Updated over a week ago

General Settings Video

One of the most important things to do is configure your shop information on the Settings page
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Written by Zack Buffum
Updated over a week ago

How do I set up taxes in Shopmonkey?

Set up shop taxes and tax exemptions while viewing tax setting customizations on estimates and invoices
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Written by Joseph Aizawa
Updated over a week ago

How do I add and remove technicians and other users from Shopmonkey?

Learn how to add and remove technicians, service writers, and admins from your shop
Travis Brown avatar
Written by Travis Brown
Updated over a week ago

How do I create and use Canned Services?

Save common services, packages, and special offers to save time and track which are the most popular and profitable services
Travis Brown avatar
Written by Travis Brown
Updated over a week ago

How do I set up a Pricing Matrix?

Maximize your profit and save time by setting up a pricing matrix for services, customers, and fleets
Garrett avatar
Written by Garrett
Updated over a week ago

How do I set up a Labor Matrix?

Optimize your labor profits by setting up a labor matrix and standardizing your labor markup
Garrett avatar
Written by Garrett
Updated over a week ago

Getting Started: Integrations with Shopmonkey

Save time in your shop by integrating accounting, vehicle lookup, and parts procurement tools with Shopmonkey
Ashley Wright avatar
Written by Ashley Wright
Updated over a week ago
Shopmonkey Basics

Getting Started: Shopmonkey Basics

Create estimates with customer and vehicle information, customize inspections and inspection templates, and schedule appointments
Ashley Wright avatar
Written by Ashley Wright
Updated over a week ago

How do I use the Calendar?

Schedule and track appointments, send confirmations and reminders to customers, and more
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Written by Joseph Aizawa
Updated over a week ago

How do I use the Workflow?

Customize your Workflow to organize and manage your estimates, invoices, and parts
Garrett avatar
Written by Garrett
Updated over a week ago

How do I create an estimate and invoice?

The basics of creating a new estimate and converting it to an invoice
Justin Khuc avatar
Written by Justin Khuc
Updated over a week ago

How do I add a customer to an estimate?

Add new and returning customers to an estimate, manage and import an existing customer list, and avoid adding duplicate customers
Justin Khuc avatar
Written by Justin Khuc
Updated over a week ago

How do I add a vehicle to an estimate?

Search for a returning vehicle or add a new vehicle to build an estimate
Justin Khuc avatar
Written by Justin Khuc
Updated over a week ago

How do I add and remove a service from an estimate?

Learn how to create, add, and remove a service and save one as a canned service for later use
Justin Khuc avatar
Written by Justin Khuc
Updated this week

How do I create and use Inspections and Inspection Templates?

Create custom Inspections and save them for later use
Travis Brown avatar
Written by Travis Brown
Updated over a week ago

How do I send an estimate or invoice to a customer?

Send an estimate or invoice to a customer through email and SMS text messaging
Justin Khuc avatar
Written by Justin Khuc
Updated over a week ago

How do I use the Service Writer View?

Access estimate information from the service writer perspective, which includes costs, profitability, and customer messages
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Written by Joseph Aizawa
Updated over a week ago