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Key Workflows, Videos, & Feature Guides

Shockey Monkey was designed from the ground up to be simple and easy to use. While we're sure you can figure out how to use the system just by watching our onboarding video, we have assembled the following process guides and videos to explain step-by-step how we have designed and implemented every feature.

1. Create a ticket, Open a Support Request
2. Work on a ticket
3. Close a ticket
4. Using the Support Board
5. Track your time on a Shockey Monkey ticket
6. Using The Schedule
7. Create a Touch
8. Accounting: Creating Invoices
9. Accounting: Creating Recurring Invoices
10. Accounting: Creating a New Item
11. Accounting: Adding a New Payment
12. Accounting: Main Invoice Screen
13. Accounting: Main Recurring Invoice Screen
14. Accounting: Main Payment Screen
15. Accounting: Main Items and Services Screen
16. Accounting: QuickBooks Export
17. Customize Portal Settings
18. Create a company
19. Create a contact
20. Create an agreement
21. Create an asset
22. Create SLAs, automated email notifications
23. Run reports
24. Provision a New Service in Service Manager
25. Modify or Delete a Service in Service Manager
26. Using the Service Manager Dashboard
27. Create a Project
28. Using the Project Manager Dashboard
29. Work on or Close a Project
30. Create a Lead
31. Create a Task
32. Create an Opportunity
33. Use the Portal (end user Client Admin)
34. Use the Portal (end user Client)
35. Open Support Request (end user Client)
36. Update/Close Support Request (end user Client)
37. Create a Knowledge Base article
38. Using the Knowledge Base