This article is for the connection between Retention Pro and ShopMonkey 2.0
The data connection or "sync" between the ShopMonkey 2.0 system and Retention Pro is kept current through regular daily syncs with your ShopMonkey 2.0 system. These are typically done two times throughout the day to bring over any information you may have added or updated.
ShopMonkey 2.0 + CRM Capabilities
- Closed Repair Orders - Your CRM will pull in the following information from ShopMonkey when an invoice is marked as [Paid]
- Paid Repair Order
- Customer associated to the repair order including
- Customer contact details (Address, Email, Phone Number)
- Vehicle associated to the repair order + customer
- Open Repair Orders - Your CRM will pull in open repair orders
- Recommended Services - Recommendations / Declined services are able to be pulled into your CRM from ShopMonkey
- Appointments - Appointments from your ShopMonkey calendar will also be pulled and displayed on the appointments page in your CRM
Current limitations of ShopMonkey 2.0 + Retention Pro
- Appointments - Appointments created through a CRM source do not write back to your ShopMonkey calendar
- Examples of CRM sources
- Appointments created on the CRM appointment page
- Appointments created on the CRM message center page
- Appointments created through the CRM appointment widget that can be placed on your website.
- Examples of CRM sources
How your CRM pulls in closed repair orders from ShopMonkey 2.0
- When an estimate in ShopMonkey is changed to an invoice and marked as [Paid] your CRM will pull in that [paid] invoice as a closed repair order.
From your Workflow screen in ShopMonkey
- Open an existing estimate
- When work is completed change the order status to invoice
- Collect payment from your customer
- Once payment is collected your invoice will be marked paid in ShopMonkey and your CRM will pull it in on the next sync.
