Setting Up Office Locations

Find it in Settings → Office Locations. If your business runs more than one location, this is where you add each office, set a default, and manage which ones you pay for.

Each location keeps its own orders, quotes, contacts, cemeteries, and inventory. Your team members only see the locations they're assigned to, while the company owner sees everything.

Add a location

Click the Add Location button at the top of the page, then fill in the office details:

• Name and type (Office, Warehouse, or Other).

• Address, email, and phone.

• Optional notes and a location logo.

Adding a location is a pay-and-add action because every location beyond your first one takes up a paid billing slot. Your first location is included with your plan, and each additional location is billed monthly (or yearly). When you add a paid location, MonuDesk sends you to checkout to confirm the charge before the location goes live.

If you're still on your trial, you can add locations freely, and you'll be billed for the extras when you subscribe. See How Billing and Subscriptions Work for the per-location charge and how slots are counted.

If the Add Location button is greyed out, your role doesn't have permission to change settings. Ask your company owner.

Edit a location

Click any location to open it and update its name, type, address, contact details, notes, or logo. Your changes save to that office only and don't affect your other locations.

A location's address feeds the "From" block on your PDFs. When a document belongs to a specific office, MonuDesk uses that office's address; if the office has no address on file, it falls back to your How to Manage Your Company Profile. Keep each office's address current so the right return address shows on invoices, receipts, and contracts.

The default location

One location is always marked as your default. It acts as a safety net: when a new order or quote can't be tied to a specific office, it lands in the default location, and any team member without a location assignment falls back to it.

Because of that role, your default location is always included in your plan (never billed as an extra), and it can't be deactivated or archived. Your company must always keep at least one active location.

Deactivate vs. archive

There are two ways to take a location out of use, and they affect your bill differently:

• Deactivate turns the location off but keeps it on your bill. Use this when you're temporarily closing a location but plan to bring it back. Deactivating does not free a paid slot.

• Archive (shown as "Delete location") fully retires the location and frees its paid billing slot, so you stop paying for it. Archiving is a soft delete: the location and its past orders and quotes are preserved and stay retrievable, but the location is hidden from every list, including this settings page.

So if your goal is to stop paying for a location, you need to archive it. Deactivating alone won't lower your bill.

Working across locations

Once you have more than one active location, a location switcher appears in the top navigation bar. It shows the active office name, or All Locations when none is selected, and lets you move between offices. The switcher stays hidden for single-location companies.

Multiple active locations also add a location code to your order and quote numbers (for example, L2-ORD-123). Single-location companies keep plain numbers. You can assign each team member to one or more locations from How to Manage Team Members.

Per-location labels for contacts

For multi-location businesses, each buyer or contact can carry a per-location label that ties them to a specific office. The label keeps your contacts organized by location, and it also routes them correctly in QuickBooks so each contact syncs under the right location.

Related articles:

• How Billing and Subscriptions Work

• How to Manage Team Members

• How to Manage Your Company Profile