Last updated 6/23/2026

List & Report Updates, Inactive Orders, Call Forwarding, and More!

May was another solid month of updates. Here's what's new in Shopmonkey.

If this is your first time visiting our Latest Releases page, here's how it works:

• Keep scrolling to see this month's releases, and check back often as we update this page throughout the month.
• You can also visit the Release Notes homepage to explore updates and bug fixes from previous months.
  • Last month we introduced a new auto-invoice setting, customer overpayment credits, cash tracking, and e-signatures on inspections.

New Improvements

• Lists and Reports Layout Updates: With this small but important update, headers within Lists and Reports are frozen to the top of the page, and page numbers are shown in the top right corner instead of at the bottom of the page. A preview of this update is included below. Thank you to all the shops that submitted feedback around this update. We're excited to have this change live and look forward to tackling more improvements throughout the year that make everyday tasks and actions as seamless as possible. 

(Previous layout) 

(Improved layout)

• Inactive Orders: A new filter for inactive orders is now available. This feature gives your team the ability to automatically filter out stale orders that have been inactive for a set amount of days or hours, configurable per column so each one can have its own designated warning. Once activated, inactive orders are called out with orange borders, and a button appears at the top of the workflow that quickly filters out all the inactive orders. 

  Note: This update is only available on Genius plans.

• Message Center Improvements: Two new improvements, and a minor redesign, are now live in the message center. You can now mark messages done in bulk. You'll also notice that the indicator for unread messages has moved to the left-hand side of the messages to make room for quick actions and to show more of the message preview. 

  Note: These updates are available on all Shopmonkey plans.

• Line Item Visibility Settings: This new setting gives your team the ability to default what information is visible on every new estimate sent to customers. Previously, these settings were saved per shop-user. With this new shop-level setting, the defaults are applied to each user. Manual changes to line item visibility can still be made per ticket, but the defaults will be applied first. 

  To learn more, our Order Settings article has been updated with information about this new setting.

• Call Forwarding: With this new feature, your team can now assign a dedicated call forwarding number to the built-in Shopmonkey Transactional and Marketing messaging numbers. If a vehicle owner tries to call your Shopmonkey messaging number, they'll be automatically forwarded to the number listed in the Call Forward settings menu. 

  Today, this feature is available for shops on our Genius plan and anyone subscribed to our CRM Essentials plan. As we continue to roll out this feature, our team will be looking at options to make this available to more plans in the future.

• ALLDATA Integration - Update: In previous batches of release notes we announced that our ALLDATA integration is now available. As a quick follow up, here are some important details to be aware of:

  • You will need to have an existing ALLDATA Parts & Labor login to use this feature. ALLDATA plans cannot be purchased via Shopmonkey.
  • Quick Reference Guides in the side panel, via ALLDATA, can only go back to 2019 at the moment. ALLDATA has informed our team that they will continue to make iterations and expand this information over time.

  Note: ALLDATA is currently available on our Genius plan. Our team is working on new packages that will make Labor information more accessible, and we'll reach out to customers with details once those packages launch in July.