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Getting Started
Set up your account, invite your team, and learn your way around MonuDesk.
Monucademy
Step-by-step learning path for mastering MonuDesk, organized into 8 levels with short video clips.
Order Management
Understand the order board, move orders between stages, and manage your pipeline.
Creating Your First Quote/Order
Walk through every step of the New Quote popup, from client info to finalizing your order.
Order Details
View order details, manage documents, log payments, and track your notes.
Conversations
Send and receive customer email inside MonuDesk: threads, templates, private and shared mailboxes, and linking emails to contacts and orders.
Contacts
Store every person and business you work with. Manage retail customers, monument companies, cemeteries, funeral homes, and other business partners.
Customer Portal
Let your customers track their order, view documents, and take action, all from a personal link.
Dashboard
Your at-a-glance home screen: to-dos with @mentions and order links, the notification bell, urgent installs, drawings awaiting approval, and key numbers.
Inventory
Track stock across one or more locations, set per-location pricing and quantities, customize your inventory tabs, and use inventory to speed up new quotes.
Installations & Scheduling
Plan and schedule monument installations on the calendar: promise vs. install dates, install time, crew assignment, and weather-aware delay flags.
Insights
Business-wide analytics pages: Order Summary, Open Balances, and Tax Report. Installation scheduling now lives in Installations & Scheduling.
Auto-generated Documents & PDFs
Quotes, invoices, receipts, contracts, shop tickets, purchase orders, and foundation orders
MonuPay
Take card payments from customers with MonuPay, our built-in card payments powered by PayFactory. It is optional, you can still record payments by hand. Covers setup, the Customer Portal Pay Now flow, and processing fees.
Multi-Office & Locations
Run multiple shop locations: switch offices, per-location pricing and inventory, assigning team members to offices, and office-based order numbering.
Settings
Cemeteries, vendors, team members, roles, permissions, and workflow configuration.
Account & Support
Reset your password, contact support, and get help.