Shopmonkey Review

Shopmonkey is a cloud-based workshop management solution designed to help automotive companies of all sizes organize their appointment scheduling, messaging, reporting, billing and more processes. The platform has a workflow management feature that allows managers to create customized processes to track jobs, add status labels and view customer-approved quotes. Shopmonkey‘s communication form allows users to send emails or text messages for invoices, inspection details and job statuses. In addition, the automated notification system allows managers to communicate confirmed appointments, pending payments and work authorizations to customers. The program supports integration with various third-party applications such as Carfax, Motor, PartsTech and QuickBooks.

SHOPMONKEY – TUTORIAL

Here is a video that illustrates the main functions of this workshop management software:

SHOPMONKEY – FEATURES

• Quotes and invoices: easily manage customers and their vehicles and add professional quotes, invoices and more to each customer profile. Use the powerful search to quickly find current or historical information
• Workflow management: create a tailored workflow to track jobs as they progress through the store, add status labels and see which customers have authorized quotes
• Calendar and planning: organize your work efficiently
• Unlimited SMS and emails: text messages or instant emails, invoices, inspection templates, job status and payment requests. Quickly answer any customer questions
• Notifications: receive immediate updates when your customers authorize jobs, respond with questions, confirm appointments or pay their bills
• Digital vehicle inspections: create check-in, check-out or multi-point inspection sheets to document your work and suggest corrections
• Message Templates: set up default responses with customer and vehicle variables to quickly send updates and statuses
• Integrated payment processing: allow customers to pay in the most appropriate way for them – online from wherever they are or in person
• Reports: generate an invoice summary for customers and see how much they owe
• Work efficiency and margins: create a more profitable business by making technicians connect their hours to specific work orders, helping you to understand the efficiency of your shop and labor margins
• Permissions: protect your store information by limiting what each user can see and do
• Inventory: easily add parts to quotes and track the quantities of goods you have available.