DipstickIQ

Find the money in your Shopmonkey data.

Shopmonkey already tracks every deferred service and open estimate. Export the reports below (each takes a few clicks), send them here, and we'll send back the jobs worth a call this week, priced and ranked. Free.

How to export your reports from Shopmonkey

Every Shopmonkey report exports the same way: open Reports from the left-side menu, pick the report, set the filters, then click Export XLS.

Official guide: Shopmonkey: Export Shop Data. If a report asks for dates, choose the last 12 months.

  1. Deferred Services by Customer

    ReportsDeferred Services by CustomerFiltersExport XLS

    Every service a customer declined or postponed, with contact details and total value. Important: this report is filtered to last month by default. Set the Last Deferred filter to All Time (clicking Clear does this) before you export.

    Official Shopmonkey help article
  2. All Estimates

    ReportsAll EstimatesFiltersExport XLS

    Open estimates, including the ones that never became jobs. Choose the last 12 months or All Time.

    Official Shopmonkey help article
  3. All Orders (or All Invoices)

    ReportsAll OrdersFiltersExport XLS

    Completed work with dates, labor, parts, cost and profit. This shows how often each customer comes back.

    Official Shopmonkey help article
  4. Line Item Detail (optional)

    ReportsLine Item DetailFiltersExport XLS

    One row per part or labor line with cost and price. Lets us check parts and labor margins.

    Official Shopmonkey help article

Menu names can differ slightly between Shopmonkey versions. Can't find one? Send what you have. Partial data works, and we'll tell you what else would help.

CSV, Excel, ZIP or PDF. Up to 5 files, 25 MB each.

Your files are safe with us. Encrypted upload, stored on our own server in Germany, only opened by the DipstickIQ team, deleted within 90 days, never sold or shared. We never contact your customers.

Shopmonkey questions

Does Shopmonkey already follow up on deferred services?

Shopmonkey tracks deferred services and can send campaigns. DipstickIQ adds what a reminder list doesn't: every deferred job priced and ranked by value, urgency, time since the visit and how often the customer comes back, so you know which calls to make first.

Do I need to give you my Shopmonkey login?

No. You export the reports yourself and upload them. We never ask for your password.

Some customers are missing from the Deferred Services report. Why?

The report defaults to last month. Set Last Deferred to All Time. Walk-in orders without a customer on file never appear on it.

More questions on the main FAQ, or see a sample report.