QuickBooks Online: Imports now run in the background so you can continue working. Import results display once complete.

QuickBooks Online: Invoice updates now correctly reference the Shopmonkey Invoice # in the QuickBooks note field.

QuickBooks Online: Duplicated orders now carry over QuickBooks item references.

PartsTech: Transferred parts now populate the Shopmonkey price with the PartsTech retail price when no pricing matrix is specified and “Use List Price” is disabled.

Inventory: The Categories filter is now correctly shown when importing inventory parts or tires.

Purchase Orders: Deleting an order line item tied to a Purchase Order now prompts you to remove it from the order, PO, or both.

Inspection Templates: Multi-location shops can now create templates with the same name used at a different location.

Nexpart: Canceling a Shopmonkey Purchase Order now clears the reference to the Nexpart cart, so you can start a new one.

Reports – End of Day: Performance improvements made to reduce slow load times; additional enhancements are in progress.

Report Filters: Clearing a search in certain report filters now properly resets results.

September 15, 2025

Workflow: When you drag an estimate into a “Convert to Invoice” column, it now converts correctly every time.

Reports: You’ll now see long user names wrap to a new line instead of being cut off.

Customer Info: If a customer submits info through the Work Request Form or Appointment Scheduler, you’ll now see the phone number type field populate correctly.

Technician Detail Report: You can now see parts and tire assignments listed alongside labor in the Technician column.

QuickBooks: When you add parts or tires to inventory from an order, the correct QuickBooks item reference is now assigned automatically.

QuickBooks: In your inventory part activity history, you’ll now see the QuickBooks item reference name after it’s been added or modified.

QuickBooks: When you use Auto Sync Invoices, you’ll no longer get duplicate prompts if an invoice number already exists in QuickBooks.

CRM Reviews: If your review request trigger is set to “fully paid,” you’ll now see the review prompt appear when collecting payment from Workflow.

Shopmonkey HQ: You’ll now find a Locations column in multiple HQ reports (Inspection Summary, Inspection Detail, Canned Service Summary, and Canned Service Detail).

Shopmonkey HQ: When you click an order from the Time Log report, you’ll now be taken directly to the correct shop and order.

September 30, 2025