ShopMonkey Retention Pro Capabilities

This article is for the connection between Retention Pro and ShopMonkey

ShopMonkey + 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

• Appointments - Appointments from your ShopMonkey calendar will also be pulled and displayed on the appointments page in your CRM (Please ensure webhooks are setup for this feature)

Current limitations of ShopMonkey + CRM

• Recommended Services - ShopMonkey currently does not support sending your CRM recommended services associated to customer vehicles (ShopMonkey may support sending this data in the future)

• Open Repair Orders - ShopMonkey currently does not support sending your CRM open repair orders associated to customer vehicles (ShopMonkey may support sending this data in the future).

• 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.

How your CRM pulls in closed repair orders from ShopMonkey

• 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.