[Screenshot: The Notes card inside the Notes &amp; Files tab]To view internal notes on an order, open the order and click Notes &amp; Files on the left side menu. You'll see the Notes card on the right side.Learn more: <a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://help.monudesk.com/en/articles/1726388" data-organization-id="6998a74a330a5c538dec6467" data-help-center-id="vskwdbor8eotd97h" data-slug="1726388" data-article-id="1726388" data-locale="en" data-hash="">How to Open an Order</a><div data-type="horizontalRule"><hr></div><h2 id="2cy31r2xe1l" data-toc-id="2cy31r2xe1l">What's shown here</h2>Any notes entered in the Internal Notes fields during the New Quote process will appear here. These are staff only and do not appear on any customer-facing documents like invoices or receipts.<callout-component color="Accent">Note: In a future update, you will also be able to type new notes directly into this section after the order has been created.</callout-component><div data-type="horizontalRule"><hr></div>Related articles:<ul><li><a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://help.monudesk.com/en/articles/0474997" data-organization-id="6998a74a330a5c538dec6467" data-help-center-id="vskwdbor8eotd97h" data-slug="0474997" data-article-id="0474997" data-locale="en" data-hash="">How to View and Download Documents</a></li><li><a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://help.monudesk.com/en/articles/8614268" data-organization-id="6998a74a330a5c538dec6467" data-help-center-id="vskwdbor8eotd97h" data-slug="8614268" data-article-id="8614268" data-locale="en" data-hash="">What the Order Overview Shows</a></li><li><a target="_blank" rel="noopener noreferrer nofollow" class="link" href="https://help.monudesk.com/en/articles/1726388" data-organization-id="6998a74a330a5c538dec6467" data-help-center-id="vskwdbor8eotd97h" data-slug="1726388" data-article-id="1726388" data-locale="en" data-hash="">How to Open an Order</a></li></ul>

Find the internal notes and tags attached to an order.

How to View Internal Notes

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Set up your account, invite your team, and learn your way around MonuDesk.

Getting Started

Get familiar with MonuDesk and what it can do for your monument company.

What is MonuDesk?

Set up your MonuDesk account in under two minutes.

How to Create Your Account

A quick tour of what you see when you log in for the first time.

Your First Look at MonuDesk

Add your team members so they can start using MonuDesk.

How to Invite Your Team

Understand the order board, move orders between stages, and manage your pipeline.

Order Management

A quick overview of your main workspace in MonuDesk.

Understanding the Order Board

Find any order on your board by typing a name.

How to Search for an Order

How to Cancel/Archive an Order

Find your completed and cancelled orders.

How to View Archived Orders

Add, rename, reorder, or delete the columns on your order board.

How to Manage Pipeline Stages

What you can see on an order card without opening it.

What Each Order Card Shows

How the to-do checklist tracks every step of an order.

How Order To-Dos Work

A complete list of every to-do in MonuDesk and exactly what makes it appear on an order.

What Triggers Each To-Do

Enable, disable, or add custom to-dos for a specific order.

How to Customize To-Dos on an Order


Move an order from Quote to Confirmed Order to start production.

How to Confirm a Quote Into an Order

Configure the porcelain sizes and vase styles that appear when you create an order.

How to Set Up Your Porcelain and Vase Options

Walk through every step of the New Quote popup, from client info to finalizing your order.

Creating Your First Quote/Order

How to Start a New Quote

Add your customer's details in Step 1 of the New Quote.

How to Fill In Client Information

Choose a cemetery, add plot details, and set the installation timeline in Step 2 of the New Quote.

How to Select a Cemetery and Set Up Logistics

Set up the monument type, stone, base, finishes, and dimensions in Step 3 of the New Quote.

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

Choose the lettering style, litho color, and carving type for your monument.

How to Set Up Lettering and Carving


Add porcelain pictures, vases, and etching to your monument order.

How to Add Accessories

Set up a service order for cleaning, repairs, lettering, or on-site work.

How to Create a Service Order

Understand the Pricing panel that updates as you build your order.

How the Pricing Panel Works

Add decedent details and sketch your monument design with the customer in Step 4 of the New Quote.

How to Use Sketch and Inscription

Choose the payment method and deposit split before finalizing your order.

How to Set Up Billing and Payment

Review everything before saving your order as a quote or confirming it.

How to Review and Finalize Your Order

View order details, manage documents, log payments, and track your notes.

Order Details

View the full details of any order on your board.

How to Open an Order

You can edit any order at any stage. Open the order by clicking the customer name on the order card. If the order is in the Quote stage, you will see Edit Quote at the top right. If the order is confirmed, you will see Edit Order. Both work the same way

How to Edit an Order

Everything you see when you open an order.

What the Order Overview Shows

Record a payment that was collected outside of MonuDesk.

How to Log a Payment

What MonuDesk shows when a payment exceeds the order total.

What Happens When a Customer Overpays

Find your invoices, receipts, uploads, and internal notes on an order.

How to View and Download Documents

Store every person and business you work with. Manage retail customers, monument companies, cemeteries, funeral homes, and other business partners.

Contacts

Contacts is where you store every person or business you work with: retail customers, monument companies, cemeteries, funeral homes, and any other business partner. You find it in the sidebar between Orders and Settings.

How to Manage Contacts

Let your customers track their order, view documents, and take action, all from a personal link.

Customer Portal

The Customer Portal is a personal tracking page for your customer. Think of it like Amazon order tracking, but for monuments. Your customer can see where their order is, what stage it's in, and whether any action is needed from them.

How the Customer Portal Works

Invoices, receipts, shop tickets, and contracts. What's on each document and when they're generated.

Auto-generated Documents & PDFs

Understand every section of the invoice that MonuDesk generates for your customers.

What's on the Invoice PDF

Understand every section of the receipt that MonuDesk generates when you log a payment.

What's on the Receipt PDF

Understand every section of the shop ticket your production team uses.

What's on the Shop Ticket PDF

What's on the Contract PDF

Cemeteries, vendors, team members, roles, permissions, and workflow configuration.

Settings

Update your company details, tax rate, and order numbering.

How to Manage Your Company Profile

View your team, invite new members, edit profiles, and manage role presets.

How to Manage Team Members

Control what each team member can see and do in MonuDesk.

How Roles and Permissions Work

Manage your to-dos, customize their steps, and create new workflows.

How to Configure Your Workflow Settings

Add vendor contact information and shipping timeframes to your account.

How to Add and Manage Vendors

Add a cemetery to MonuDesk and set up its fees, application rules, and file storage.

How to Add and Configure a Cemetery

How MonuDesk automatically calculates cemetery fees based on your cemetery settings and monument dimensions.

How Cemetery Fee Calculation Works

Control whether MonuDesk sends emails to your customers and customize how they appear.

How to Configure Email Communications

MonuDesk integrates with QuickBooks Online to keep your accounting in sync. When you create orders and log payments in MonuDesk, the data is automatically sent to QuickBooks.

How to Connect QuickBooks Online

Reset your password, contact support, and get help.

Account & Support

Reset your MonuDesk password if you've forgotten it or want to change it.

How to Reset Your Password

Get help from the MonuDesk team whenever you need it.

How to Contact Support

How can we help you?

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Order Management Page

Opening an Order

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This is where you can see everything we're working on and what's coming next. Each card is a feature. Vote on the ones that matter most to your business and we'll prioritize accordingly. When a feature you voted on ships, you'll get an email letting you know it's ready.Have an idea that's not on the board? Head over to the Feedback tab and submit it.