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Dennis Rodin

Set up your account, invite your team, and learn your way around MonuDesk.

Getting Started

Get familiar with MonuDesk — orders, Conversations, notifications, payments, multiple offices, and Insights.

What is MonuDesk?

Set up your MonuDesk account in under two minutes.

How to Create Your Account

A quick tour of the MonuDesk sidebar, top bar, order board, Conversations, and notifications when you first log in.

Your First Look at MonuDesk

Add your team members, assign their locations, and set what each person can do.

How to Invite Your Team

How touch drag, taps, and full-screen layout work on a tablet

Using MonuDesk on an iPad or Tablet

Step-by-step learning path for mastering MonuDesk, organized into 8 levels with short video clips.

Monucademy

Your step-by-step path to mastering MonuDesk, organized into 8 levels. Each level is its own article. Level 1 gets your first order in within 12 minutes.

Enter one real order in about 15 minutes, including the vase or porcelain it needs. MonuDesk only requires a name and a phone or email to save.

Level 1: Get Your First Order In

From the one order you entered in Level 1, MonuDesk already created a board card, a complete workflow, and a ready contract. About 12 minutes.

Level 2: See What MonuDesk Did With Your Order

Manage your order from confirmation through completion, including the details you skipped on day one. About 10 minutes.

Level 3: Run the Order

Do the proper setup now that you've seen what it powers. Every setting here removes manual work from future orders. About 12 minutes.

Level 4: Make MonuDesk Match Your Shop

Turn on the Customer Portal and understand what families see — status, documents, drawing approval, and paying by card. About 6 minutes.

Level 5: The Customer Portal

Invite your team into a system that already works, and pick the right role for each person. About 4 minutes.

Level 6: Bring In Your Team

Use the Insights pages to spot bottlenecks, chase open balances, prep for tax filing, and plan installs on a table or calendar. About 10 minutes.

Level 7: See the Whole Business

Get fluent with the corners of MonuDesk most users never explore. About 8 minutes.

Level 8: Power User

Understand the order board, move orders between stages, and manage your pipeline.

Order Management

A quick overview of your main workspace in MonuDesk.

Understanding the Order Board

Find any order on your board by typing a name.

How to Search for an Order

How to Cancel/Archive an Order

Find your completed and cancelled orders.

How to View Archived Orders

What you can see on an order card without opening it, including the assignee bubble.

What Each Order Card Shows

How the to-do checklist tracks every step of an order, who is assigned, and how payment is tracked.

How Order To-Dos Work

A complete list of every to-do in MonuDesk and exactly what makes it appear on an order.

What Triggers Each To-Do

Enable, disable, or add custom to-dos for a specific order.

How to Customize To-Dos on an Order


Move an order from Quote to Confirmed Order to start production.

How to Confirm a Quote Into an Order

Use the dollar icon to blur prices on your own screen, or set the Can see prices role permission to hide them for an entire role.

How to Hide Prices on Your Screen

See which vendor an order is with and where it stands, without opening each order.

Purchase Order Tracking

Merge several of one customer's orders into a single shop ticket, invoice, and contract.

Combine a Customer's Orders

Walk through every step of the New Quote popup, from client info to finalizing your order.

Creating Your First Quote/Order

How to Start a New Quote

Add your customer's details and contact category in Step 1 of the New Quote.

How to Fill In Client Information

Choose a cemetery, add plot details, and set the installation timeline in Step 2 of the New Quote.

How to Select a Cemetery and Set Up Logistics

Set up the monument type, top shape, color, finishes, and dimensions in Step 3 of the New Quote.

How to Configure the Monument Type, Color, Size and Finishes

Set the lettering style, litho color, and per-line carving type in Step 4 — Sketch & Inscription.

How to Set Up Lettering and Carving

Add porcelain pictures, vases, and etching to your monument order.

How to Add Accessories

Set up a service order for cleaning, repairs, lettering, or on-site work.

How to Create a Service Order

Understand the Live Quote panel (the Pricing panel) that totals your order in real time across every step.

How the Pricing Panel Works

Enter decedent details and sketch your monument design in Step 4 of the New Quote, then attach emblems and reference files.

How to Use Sketch and Inscription

Set the payment method, MonuDesk Payments toggle, and deposit split before finalizing your order.

How to Set Up Billing and Payment

Review everything before saving as a quote, confirming the order, or moving it to the quote stage.

How to Review and Finalize Your Order

View order details, manage documents, log payments, and track your notes.

Order Details

View the full details of any order on your board.

How to Open an Order

You can edit any order at any stage. Open the order by clicking the customer name on the order card. If the order is in the Quote stage, you will see Edit Quote at the top right. If the order is confirmed, you will see Edit Order. Both work the same way

How to Edit an Order

Everything you see when you open an order, including who's assigned, decedent names, and the price summary.

What the Order Overview Shows

Record a payment collected outside MonuDesk, or take an integrated card payment from the portal.

How to Log a Payment

What MonuDesk shows when a payment exceeds the order total.

What Happens When a Customer Overpays

Find, view, and download an order's documents, and control which files your customers can see.

How to View and Download Documents

Add staff-only notes on any order and @mention teammates.

How Internal Notes Work

How the Activity Timeline Works

Copy an order's configuration, customer info, and to-dos from the three-dot menu.

How to Duplicate an Order

Send and receive customer email inside MonuDesk: threads, templates, private and shared mailboxes, and linking emails to contacts and orders.

Conversations

Meet MonuDesk's built-in email inbox (Pro): the layout, the All inboxes view, and how threads link to contacts and orders.

Getting Started with Conversations

Connect a Gmail or Outlook account to MonuDesk: the OAuth flow, naming your mailbox, the 30-day import, and connecting multiple mailboxes by shop location.

Connecting Your Mailbox (Gmail & Outlook)

How mailboxes stay private by default, how to share one, who can see it, and what the lock icon means.

Private vs Shared Mailboxes

How email threads, the reading pane, composing, reply/forward, drafts, attachments, and failed sends work in Conversations.

Reading, Replying & Composing Email

Link a thread to a contact and one or more orders, read the category badges, and clear the Unlinked filter.

Linking Emails to Contacts and Orders

Filter your inbox, search across threads, tag conversations, and understand archive vs. trash — plus what syncs back to Gmail or Outlook.

Filters, Search, Tags, Archive & Trash

Reuse email templates, insert "/" variables, and auto-append your personal signature.

Email Templates & Your Signature

Fix mailboxes that aren't syncing, understand the Syncing, Revoked, and Error states, the 30-day history limit, and duplicate threads.

Conversations: Troubleshooting

Store every person and business you work with. Manage retail customers, monument companies, cemeteries, funeral homes, and other business partners.

Contacts

Store retail and wholesale contacts, search by decedent name, view each contact's connected orders with payments and files, and assign wholesale contacts to one or many locations.

How to Manage Contacts

Let your customers track their order, view documents, and take action, all from a personal link.

Customer Portal

The Customer Portal is a personal tracking page for your customer. Think of it like Amazon order tracking, but for monuments. Your customer can see where their order is, what stage it's in, and whether any action is needed from them.

How the Customer Portal Works

How Families Review and Approve a Drawing

How families pay a deposit or balance by card from the customer portal.

Paying Online Through the Customer Portal

Your at-a-glance home screen: to-dos with @mentions and order links, the notification bell, urgent installs, drawings awaiting approval, and key numbers.

Dashboard

What's on your dashboard — team tasks, urgent installs, drawings awaiting approval, the installations calendar, weather, the notification bell, and your BI chart.

Understanding the Dashboard

Use the top-bar bell to catch assignments, mentions, and rescheduled installs in real time.

The Notification Center (Bell)

Add tasks, assign teammates with @, link an order with /, and manage your dashboard to-do list.

Dashboard To-Dos

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.

Inventory

Track stock on hand, customize your inventory tabs, enter granite sizes, and set reorder and wholesale options.

How Inventory Works

Set prices, stock, and availability per office with master values and per-location overrides.

Managing Inventory Across Locations

Reorder, show or hide, and add granite-type tabs on your Inventory page.

Customizing Your Inventory Tabs

Plan and schedule monument installations on the calendar: promise vs. install dates, install time, crew assignment, and weather-aware delay flags.

Installations & Scheduling

Schedule and track stone installs on a calendar — promise vs. install dates, drag-to-reschedule, assignees, and weather flags.

The Installations Calendar

Business-wide analytics pages: Order Summary, Open Balances, and Tax Report. Installation scheduling now lives in Installations & Scheduling.

Insights

What's in the Insights Pages

How to Use the Order Summary

How to Use Open Balances

Plan, schedule, and route monument installs from a table or calendar view.

How to Use the Installations Page

How to Use the Tax Report

Quotes, invoices, receipts, contracts, shop tickets, purchase orders, and foundation orders

Auto-generated Documents & PDFs

Understand every section of the invoice MonuDesk generates — the base layout your contract, quote, and receipt build from.

What's on the Invoice PDF

Understand every section of the receipt MonuDesk generates when you log a payment, including the per-payment billing snapshot and totals.

What's on the Receipt PDF

Understand every section of the shop ticket — now an internal, two-page Instructions document for your shop floor.

What's on the Shop Ticket PDF

What the generated Contract PDF includes - the invoice, the Additional Details box, the Terms and Conditions page, and the customer signature line.

What's on the Contract PDF

Send a clean, focused document to whoever is pouring the foundation, with the base size, foundation size, and grave details on it.

How to Generate a Foundation Order

Send your stone vendor a clean order saying which items you need, what size and color they should be, and where to ship them.

How to Generate a Purchase Order

How document visibility works: new uploads default to Internal, the External/Internal toggle, and why the shop ticket is always internal.

Internal vs External Documents (the Instructions model)

An Invoice-style price quote plus your Terms page — no salesperson and no signature line.

What's on the Quote PDF

The company-name-over-Powered-by-MonuDesk footer and page numbers now on every generated document.

How MonuDesk Brands Your PDFs (Powered by MonuDesk footer & page numbers)

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.

MonuPay

MonuPay lets customers pay you by card from their portal, with each payment matched to the order automatically. It is optional, you can still record payments by hand.

What Is MonuPay

Choose whether your customer or your shop covers the card processing fee, and how that changes the portal total.

Who Pays the Processing Fee

Reveal the hidden card, apply through PayFactory, and start accepting card payments once approved.

Setting Up MonuPay (Merchant Application)

Run multiple shop locations: switch offices, per-location pricing and inventory, assigning team members to offices, and office-based order numbering.

Multi-Office & Locations

Control what each team member can see and do with MonuDesk roles and permissions.

How Roles and Permissions Work

What changes when your company runs more than one office: per-location data, the office switcher, and order numbering.

Multi-Office Overview

Add, edit, and bill for each of your business locations

Setting Up Office Locations

Assign or unassign an order from the card or the open order, and notify the new owner.

How to Assign an Order to a Team Member

Control which offices each team member can work in, and the data they can see.

Assigning Team Members to Locations

Cemeteries, vendors, team members, roles, permissions, and workflow configuration.

MonuDesk

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