Features
Learn more about the essential features in Shopmonkey
General
- Dashboards
- Workflow Views
- Workflow Cards
- Use Global Search in Your Shop
- Keyboard Shortcuts
- Lists Page
Estimates and Invoices
- Create an Estimate
- Print Invoices & Work Orders
- Send Estimates & Invoices
- Add & Remove Services on Estimates
- Convert Estimates to Invoices
- Inactive Orders
Customers
- Add Customers
- Add Fleets
- Add Vehicles
- Customer Info & Preferences
- Save Customer Contact Information & Preferences
- Message Center
Inspections
Calendar
Inventory
- Manage Inventory
- Parts & Tires Workflow
- Purchase Orders
- Edit or Delete Tire Brands & Models
- Add Order Line Items to Inventory
- Reserve Parts
Payments on Orders
- Record a Deposit on a Work Order
- Edit or Refund a Posted Payment
- Refund a Line Item on an Order
- Create Statements
- Record Bulk Payments
- Coupons