How to Create a Service Order

In the Items & Configuration step of a new quote you'll see three tabs: Monument, Service and Accessories. Click Service to build a service order. The form changes to show only the fields relevant to service work.

The Service tab holds five cards, in this order: Service Details, Lettering & Inscription, Pricing & Measurement, Before You Start and Photos & Notes.

More than one service on an order

One order can hold up to 12 services, for example a cleaning and a lettering job on the same stone. They show in the service bar as Service A, Service B and so on, and each one has its own service type, price, lettering work order, photos and notes. The service bar has three buttons:

• + ("Add another service to this order") adds a service.

• The duplicate button ("Duplicate this service") copies this service into a new one.

• The delete button ("Delete this service") removes it.

Hover a service and click the pencil to rename it on documents, for example Cleaning in place of Service A. At 12 the bar reads "Maximum 12 services per order."

A monument and services on one order

A service order can also carry a monument: click Add a monument. A monument order can carry services the same way with Add a service.

• Remove monument removes every stone and keeps the services. It sits on the right of the stone bar on the Monument tab when the order also has services.

• Remove services removes every service and keeps the monument.

Both ask you to confirm, and the removal happens when you save the order.

Service Details

Pick the Service Type from the dropdown. The list is driven entirely by Settings, so it shows your shop's own service categories — typically Repairs / Leveling, Cleaning, Lettering, Litho / Refinish and On-Site Service, plus any you have added yourself. Custom Service Types

If you deactivate a service type later, orders that already use it keep showing it in the dropdown, greyed out and unselectable, so an old order never loses the name of the work you sold.

Below that, enter a Description. Write it for the customer to read: the helper text under the field says "Your customer will see this description on their documents", and it means all of them: the quote, the contract, the invoice and the receipt, not the invoice alone.

Type it the way it should read. Line breaks, blank lines, indentation and extra spaces show exactly as typed on Order Details, on Review & Create and on every document, and a tab prints as spaces. Internal Notes keep their layout the same way.

Lettering & Inscription

Every service has a Lettering & Inscription card directly under Service Details, so on an order with several services each one carries its own work order. Its subtitle is the whole point of it: "What the engraver receives. Only ticked lines are cut into the stone."

The card has three parts.

Which stone. Four free-text fields — Family name, Inscription location, Stone type and Stone color — that identify the stone your crew is walking up to. They describe; they do not instruct. There is one tick box beneath them, "The family name also needs cutting (it is not on the stone yet)", for the case where the family name is genuinely not carved.

Names and dates. One entry per person on the stone. The people sit in a pill bar (Decedent 1, Decedent 2 and so on); click a pill to edit that person. Beside the bar are + to add a person, a copy icon to copy the active person into a new one, and a trash icon to remove the person you are on. A work order carries up to 10 people. Each person has Deceased name, Date of birth and Date of death, each with its own Engrave this box. Ticked means cut it. Unticked means it is already on the stone and must not be re-cut. Nothing is ever ticked for you, you decide line by line. Below the people, Other names on stone is one shared line for the whole stone with its own Engrave this box.

Copy from plot details builds the people from the decedents you already entered on the order. It deliberately ticks nothing, so pulling the names in never turns into cutting them. The people on this card and the decedents on Steps 2 and 4 are one list: name someone in either place and they appear in the other.

Inscription needed — cut exactly this. A free-text box that always reaches the engraver exactly as you typed it. This is where the new line goes: often just 2026.

The shop ticket then prints three separate blocks: Stone, ENGRAVE THIS in larger type, and NOTES (DO NOT ENGRAVE). Once two or more people are named, each line carries a suffix such as Date of Death (Person 2). The same breakdown shows read-only on Order Details and as a recap on Review & Create, so read that recap before you save. The customer's contract prints it too, in a Lettering Service box worded for the family.

For the full walk-through of the pill bar, the ten-person limit, Copy from plot details and everything the ticket prints, see How to Fill In the Lettering & Inscription Card.

Pricing & Measurement

Select a Pricing Type:

Flat / Per Job: enter a single service price and you're done.

By Area: enter the Width, Height, and Base Fee. The price is calculated as width x height + the base fee.

By Letter Count: enter the Number of Letters and Price Per Letter. The system calculates the total. This works well for lettering and litho work. You can adjust the final price manually even after the auto-calculation.

By Quantity: for work sold by the piece, such as bricks. Enter the Quantity and the Price each, and the service price fills in as quantity × price each. You can still adjust the final price by hand. Review & Create reads By Quantity and shows the maths, for example 10 × $90 = $900, and the saved order shows a Quantity / Price Each row.

On the invoice, quote, receipt and purchase order, a service priced By Letter Count or By Quantity prints its real quantity at the unit price, with the same total: 42 letters at the per-letter price, with 42 letters × $3.50 per letter under the description, or 10 at the price each. If you typed over the calculated price so the numbers do not multiply out, the line prints at quantity 1 for the price you charged and names the count in the description. The shop ticket lists Quantity and Price Each (or Letters and Price per Letter) under the service's measurements. QuickBooks Online (QBO) keeps the line at quantity 1 with the maths in its description, so a mapped inventory item is never depleted by the count.

Adding extra charges

There is no line-items card in the service form. Extra charges go on the Live Quote panel on the right of the wizard, under the price lines.

Click Add line item and a new row appears with two fields: a name and a price. There is no quantity — type the total for that line. Use it for delivery, an expedite charge, a custom add-on, or anything billed on top of the base service.

Two controls sit on each row:

• A small round T button toggles tax on that line. Blue means taxed; grey means excluded. A new line item starts taxed — the T is blue — so click it to exclude anything that is not taxable in your county. If you pick a saved line item from the suggestion list instead, the row takes that item's own taxable setting.

• Drag the row to reorder the lines, and click the x on the right to remove one.

Each line item prints as its own row on the customer's documents, separate from the service price.

Before You Start

"Check anything that needs to happen before work begins on this order." These three boxes decide which to-dos MonuDesk creates:

• We already have a photo of the stone or area. If checked, you can upload it under "Reference Photo" on this page, or add it later. Leave it unchecked and a Photo to-do is created on the order.

• We need to visit the cemetery first. Creates a Visit Cemetery task on your order. Use this for measuring or checking the stone's condition — or confirming exactly what is already carved before you commit to a lettering layout.

• This order needs a rubbing. Adds a rubbing task to your order.

How Order To-Dos Work

Photos & Notes

Reference Photo: upload photos of the stone or area — you can select several at once. They appear underneath as a thumbnail grid, each with an x in the corner to remove it. JPEG, PNG and WebP are accepted.

Internal Notes: notes for your team only. The placeholder says it plainly — "Add notes for your team (customers won't see this)". These do not appear on customer-facing documents like invoices or receipts. Anything the customer should read belongs in the Description up in Service Details.

On your documents

On the quote, invoice, contract and receipt, stones print first, then services, then accessories. When an order carries two or more stones and services between them, every group gets a heading: each stone as STONE A, STONE B (just STONE when there is only one), each service under its own name or SERVICE A, SERVICE B (just SERVICE when there is only one), and ACCESSORIES. An order with one service and no stone prints no group headings. On the shop ticket, accessory rows print right after the stones, before the services.

The document's Order Type field lists what the order holds, for example Service, Monument and Services or Monument, Service, and Accessory. An order with no stone prints no stone line. On the order board, the card's type badge reads Service, or Service & Monument when the order also carries a monument.

Accessories on a service order. A vase, photo, urn, QR code or vault added to a service order on the Accessories tab shows on the Accessories row of the Live Quote panel, and an etching on its own Etching row. Each one is included in the order total, prints on every document and syncs to QuickBooks.

Finishing the order

When you're done, click Next to continue through the rest of the quote.

Related articles:

• How to Fill In the Lettering & Inscription Card

• Custom Service Types

• How the Customer Portal Works

• How the Pricing Panel Works

• How Order To-Dos Work

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