How to Use the Installations Page

The Installations page is a planning view for monument installation work. It shows every monument order alongside the details you need to schedule and route installs, and you can view that work as a table or on a calendar.

Find it under Installations in the left sidebar. The page shows both monument and service orders.

Pro feature. The Installations page, with its table, calendar, CSV export and print, is part of MonuDesk Pro. On the Basic plan it opens as a preview with a card to upgrade to Pro. Booking an install from an order's own Scheduling section works on every plan.

Use the search bar at the top of the page to find a specific order by customer name, decedent name, or order number.

Table and Calendar views

A Table / Calendar toggle at the top of the page switches between two views of the same installs. Table is the default and is what the rest of this article covers: a grouped, sortable list of every monument order. Calendar lays those installs out on a month, week, or day grid so you can schedule crews, drag jobs between days, and spot weather delays. The calendar has four tabs, All, Installation, Appointments and Production, so the same page also shows your appointments and the shop's production work.

For everything about the calendar half (the calendar grid, scheduling and drag-to-reschedule, install times, assignees, appointments and general events, and weather flags), see The Installations Calendar.

Grouping

Group orders by:

• Cemetery: every order grouped under its destination cemetery. Orders marked for customer pickup have no cemetery, so they gather under their own Customer Pickup heading rather than joining the orders whose cemetery has not been chosen. The same label prints on the sheet from the Table view and in the cemetery column of the CSV export.

• County: groups orders by the county the cemetery sits in. The county can also be a zone: if you've set up zones in Settings → Counties or Zones (for example, North/South/East/West, or Zone A/B/C), the page groups by your zones instead of literal county names. Use this when you route installs by geographic area instead of by county boundary.

• City: groups orders by the cemetery's city.

What each row shows

Every order row in the table shows:

• Order date

• Promise date and install date (see below)

• Decedent name

• Cemetery name, which reads Customer Pickup on an order the customer collects

• Order type (the monument type, or the service type on a service order)

• Stone color

• Dimensions

• Stage (as a clickable bubble, see below)

• A Schedule Install button (see below)

Promise date vs install date

Installs track two different dates, and it helps to keep them straight:

• Promise date (red): the deadline you promised the customer. It's a fixed target and doesn't carry a time of day.

• Install date (blue): the day you've actually scheduled the crew to set the stone, usually earlier than the promise date. The install date carries a time and can have an assignee.

These are independent, so an order can have a promise date, an install date, or both at once. The same colors carry over to the calendar: a red item is always a customer promise deadline and a blue item is always a scheduled install day.

Schedule an install

Each table row has a Schedule Install button. Click it to open the Schedule install dialog for that order, where you pick the install day, a time, an assignee for the crew, and any notes for the field crew. Saving sets the order's install date, which then appears as a blue install on both the table and the calendar.

Let the family know. When you book a single day for an order that had no install day yet, MonuDesk offers to email the customer. A card appears in the bottom-left corner reading "Install scheduled for Sep 15, 2026" and "Do you want [contact] to be notified about this?", with Notify customer and No thanks. Nothing is sent unless you click Notify customer, which then shows Sent before the card leaves. Left alone, the card answers itself with no after about 8 seconds. The email goes to every contact on the order who receives the customer portal, with the install date and time, the cemetery, the decedent's name and a fresh link to their portal.

The offer only comes up for a newly booked single day. Moving an install to a different day, saving a window, saving the same day again or clearing the date does not bring it up, and neither does an order where no contact receives the customer portal.

A missing cemetery or plot does not block scheduling. The dialog opens on the normal scheduling fields with a warning naming what is missing, either No cemetery assigned or Missing plot info, and an Edit order button if you would rather fill it in first. You can schedule the install anyway and add the cemetery or plot details later.

Customer pickup rows schedule the same way. Schedule Install works on them, and no missing-cemetery warning appears, because a pickup order has no cemetery by design. The dialog's subtitle reads "Schedule the crew's install for this order." See Orders for Customer Pickup (No Cemetery) for the rest of what pickup changes.

You can also schedule and reschedule installs directly on the calendar by clicking a day or dragging a job onto it. See The Installations Calendar for the full calendar workflow.

Change the stage inline

Click the stage bubble on any row to move that order to a different stage right from this page, no need to open each order one at a time. This is the fastest way to bulk-update statuses during scheduling.

For example, when you're planning out next week's installs, you can change orders from Must Schedule Install to Installation Scheduled in seconds, or move installed jobs to Installed after the crew gets back. Whatever stages you've set up in your workflow are the ones available here.

Sort and filter

Sort the page by:

• Order date

• Promise date

• Cemetery name (alphabetical)

• Zone (alphabetical, useful when grouping by zone)

Filter by order date to focus on a specific time window (for example, all installs from orders placed this quarter). Use the stage visibility control to show or hide specific stages: hide everything that's already installed so you only see what still needs work, or hide the early stages so you only see what's actually ready to schedule.

This one is shared with your whole shop. Which stages count as ready to install is a company setting, not a personal one, so whoever changes it changes it for everyone and the office and the crew are always looking at the same install list. Stages are remembered by the stage itself, so renaming a stage keeps it selected. Until somebody picks, MonuDesk works the list out from your pipeline exactly as it always has. Everything else on this page - grouping, sorting, the date filter, the task filter and the customer type filter - stays personal to you.

You can also filter by Tasks. Pick one or more to-dos to show only the orders still waiting on those steps, so you can answer questions like which orders still need the foundation poured, which are still waiting on the stone to arrive, or which still need a stencil before you schedule the install.

You can also filter by customer type, showing only Wholesale or only Retail orders. This is handy when you route wholesale installs separately from retail families.

Related articles:

• The Installations Calendar

• What's in the Insights Pages

• How to Manage Pipeline Stages

• How to Set Up Counties or Zones

• Orders for Customer Pickup (No Cemetery)