How to Select a Cemetery and Set Up Logistics
Choose a cemetery, add plot details, and set the installation timeline in Step 2 of the New Quote.
Written By Dennis Rodin
Last updated 18 days ago
[Screenshot: Step 2 of New Quote showing Cemetery & Plot Details and Scheduling sections]
The second step when creating a new quote is Cemetery & Logistics. This is where you select the cemetery, enter plot information, and schedule the installation.
Selecting a cemetery
[Screenshot: Cemetery dropdown showing the list of saved cemeteries]
Click the Cemetery dropdown to see all the cemeteries you've added in your Settings. You can type in the dropdown to search by name, which makes it faster if you have a long list. Select the cemetery for this order.
If the cemetery isn't in your list yet, click the Add New button to the right of the dropdown to create it right from here.
Learn more: How to Add and Configure a Cemetery
Client different than Plot Owner
[Screenshot: The "Client different than Plot Owner" toggle switched on, showing the additional fields]
If the person purchasing the monument is not the person who owns the cemetery plot, toggle on Client different than Plot Owner. This opens fields for the plot owner's First Name, Last Name, Phone, Email, and Address.
This is especially useful for cemetery applications where the cemetery needs the actual plot owner's information, not just the purchaser's.
Cemetery Plot Information
[Screenshot: The Cemetery Plot Information section expanded showing section, lot, space, and decedent fields]
Click Cemetery Plot Information to expand it. Here you can enter:
Plot Location — the Section, Lot, and Space where the monument will be installed.
Decedent details — the First Name, Middle Name, and Last Name of the deceased. Whatever you type here will automatically carry over to the Sketch & Inscription step later in the quote.
If there are multiple people to be memorialized, click Add Another Plot to add a second or third decedent with their own plot location.
Note: Plot information is optional by default. However, if you need your team to always enter plot details for a specific cemetery, you can make it required in that cemetery's settings under Settings → Cemeteries.
Installation Notes
Below the plot information, you will see a button called Installation notes. Use this to add placement details for this specific order, like which direction the stone should face, where exactly in the plot the stone goes, or any other installation instructions. These notes are shown in the Order Overview and on the Shop Ticket.
Location card
[Screenshot: The location card on the right side showing cemetery name, address, plot details, plot owner, and cemetery contact]
As you fill in the details, a Location card appears on the right side of the screen. It shows a summary of everything: the cemetery name and address, the plot location, the plot owner (if different), the cemetery contact person, and any notes you added in the cemetery settings.
Scheduling
[Screenshot: The Scheduling section showing Specific date range and Seasonal preference options]
At the bottom of this step, you set the installation timeline under Scheduling.
Specific date range — click this and a calendar opens where you pick a start and end date. Use this when you have a firm timeline.
Seasonal preference — click this and a list opens with Spring, Summer, Fall, and Winter. Use this when the customer doesn't have exact dates but knows which season they want the monument installed.
Good to know: The completion timeframe is for internal purposes only. Your customers will not see this timeline on any documents or in any customer-facing communication.
When you're done, click Next at the bottom right to continue to Items & Configuration.
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