Question 1

How do I send an estimate to a customer?

Accepted Answer

Getting an estimate approved and approved fast has never been easier. With Shopmonkey, you can text and/or email digital estimates to your customers and allow them to approve or decline services from wherever they are without picking up the phone. See how easy it is to send an estimate in this help article.

Question 2

How do I add a vehicle to an estimate?

Accepted Answer

Shopmonkey offers a few easy options to add a vehicle to an estimate for both new and existing customer vehicles. Shopmonkey also helps you avoid adding duplicate vehicles to your database. Learn more in this help article.

Question 3

Where do you get your lookups and labor guides from?

Accepted Answer

Shopmonkey sources labor guides, parts, fluids, and maintenance lookup information from Motor, which supports light, medium, and heavy-duty automotive data from OE and aftermarket part manufacturers. Check out how to look up parts, labor, diagrams, and procedures on Motor in our Help Center.

Question 4

Does Shopmonkey provide lookups for Medium or Heavy-duty vehicles?

Accepted Answer

Shopmonkey integrates with Fleetcross by Motor for both medium and heavy-duty vehicles. Check out our HD article in our Help Center.

Question 5

Does Shopmonkey Integrate with QuickBooks and CARFAX?

Accepted Answer

Yes, with both! Shopmonkey has a wide set of integrations, including QuickBooks Online, QuickBooks Desktop, and CarFax. Check out our Help Center for more information on our QuickBooks and CarFax integrations.

Question 6

What is a canned service or a canned job for an auto shop?

Accepted Answer

Canned services or canned jobs are a powerful time-saver, as they provide templates for frequently added service items. These saved templates are a grouping of parts, labor, and other line items. Canned Services can be added to estimates as-is or easily modified as needed, serving as an efficient way to add commonly-used services quickly and easily to estimates. Check out this video on how canned services are created in Shopmonkey.

Question 7

How do I add shop supplies to an estimate?

Accepted Answer

Shop Supplies allow you to pass along the cost of miscellaneous parts, materials and services that you typically wouldn't bother itemizing. See how Shopmonkey allows you to apply shop supplies to your estimates in this help article.

Question 8

How do estimate authorizations work in Shopmonkey?

Accepted Answer

Easily text and/or email an estimate right to the customer and allow them to approve from anywhere with an e-signature and click of a button. Learn more in our help article.

Question 9

Does Shopmonkey Integrate with QuickBooks and CARFAX?

Accepted Answer

Yes, with both! Shopmonkey has a wide set of integrations, including QuickBooks Online, QuickBooks Desktop, and CarFax. Check out our Help Center for more information on our QuickBooks and CarFax integrations.

Question 10

Can I convert an estimate into an invoice?

Accepted Answer

Yes, it is very easy to turn an estimate into an invoice. You can also turn an invoice back into an estimate if needed. Learn more in our help article.

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