How to Create a Service Order

[Screenshot: Items & Configuration with Service selected, showing Service Details, Pricing & Measurement, Workflow Requirements, and Reference & Internal Notes]

In the Items & Configuration step, click Service at the top to switch from a monument order to a service order. The form changes to show only the fields relevant to service work.

Service Details

[Screenshot: Service Details section showing Service Type dropdown and Description field]

Select the Service Type from the dropdown:

Repairs / Leveling, Cleaning, Lettering, Litho / Refinish, or On-Site Service.

Below that, enter a Description. This text will appear on the customer's invoice, so write it for the customer to read.

Pricing & Measurement

[Screenshot: Pricing & Measurement section showing Pricing Type dropdown]

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.

Workflow Requirements

[Screenshot: Workflow Requirements section showing the three checkboxes]

These checkboxes tell the system which to-dos to create for this service order:

We already have a photo of the stone / area — if checked, attach the photo below under Reference Photo or upload it later. If unchecked, a Photo to-do is created on the order.

We need to go to the cemetery before doing the work — creates a Visit Cemetery to-do. Used for measuring, confirming condition, or confirming lettering details.

This service requires rubbing — creates a Rubbing to-do for creating a rubbing of the monument.

Reference & Internal Notes

[Screenshot: Reference & Internal Notes section showing Reference Photo upload and Internal Notes field]

Reference Photo — upload a photo of the stone or area. This helps quote and plan the work, and it will be attached to the order in the order overview.

Internal Notes (Staff Only) — notes that are only visible to your team. These will not appear on customer-facing documents like invoices or receipts.

When you're done, click Next to continue to Billing & Payment. The Sketch & Inscription only applies to monument orders.

Related articles:

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

• How the Pricing Panel Works

• How Order To-Dos Work