Monucademy

Welcome to Monucademy, your step-by-step path to mastering MonuDesk. Below is the full curriculum, organized into 8 levels that build on each other. Each clip is short (most under 3 minutes) and embedded in the matching help article, so you can watch, read, and follow along in one place.

Total curriculum runtime: ~75 minutes across 28 clips. Video clips are being recorded and rolled out one level at a time — see the status label on each line.

Level 1 — Get oriented

Day 1, ~10 minutes. Goal: understand what MonuDesk is, what it replaces, and where to find things.

• 1.1 Welcome to MonuDesk (60s, ⏳ video coming soon)What MonuDesk does, what it replaces, what it's not. → What is MonuDesk?

• 1.2 Your first look at the Order Board (2 min, ⏳ video coming soon)The stages, the cards, drag-and-drop, what each column means. → Your First Look at MonuDesk, Understanding the Order Board

• 1.3 The five places you'll spend your time (90s, ⏳ video coming soon)Top nav tour: Board, Insights, Settings, Notes, Help. → Your First Look at MonuDesk

Level 2 — Set up your shop

Day 1, ~15 minutes. Goal: get the basics configured before entering your first real order.

• 2.1 Your Company Profile (2 min, ⏳ video coming soon)Company name, address, default tax rate, order number prefix. → How to Manage Your Company Profile

• 2.2 Add your first cemetery (90s, ⏳ video coming soon)The form, why the address matters, what to do if you don't have a cemetery yet. → How to Add and Configure a Cemetery

• 2.3 Counties or Zones (and when to use which) (2 min, ⏳ video coming soon)The terminology toggle, how counties drive auto-tax, how zones drive install routing. → How to Set Up Counties or Zones

• 2.4 Invite your team and pick roles (2 min, ⏳ video coming soon)Sending invites, what each role can do, seats and billing. → How to Invite Your Team, How Roles and Permissions Work

Level 3 — Your first order, end to end

Day 1-2, ~12 minutes. Goal: create and confirm a real order. This is the highest-leverage level — most trial users get stuck here without a guide.

• 3.1 Start a New Quote (4 min, ⏳ video coming soon)Full wizard walkthrough, Step 1 to Save as Quote. Exception to the 3-minute rule because the wizard has multiple steps. → How to Start a New Quote

• 3.2 Build the Sketch (2 min, ⏳ video coming soon)The sketch builder, adding text and shapes, saving and editing later. → How to Use Sketch and Inscription

• 3.3 Review and Finalize (90s, ⏳ video coming soon)What Save as Quote vs Save as Confirmed Order do, the deposit options. → How to Review and Finalize Your Order, How to Set Up Billing and Payment

• 3.4 Confirm a Quote into an Order (90s, ⏳ video coming soon)When and how to confirm, what changes after confirmation. → How to Confirm a Quote Into an Order

Level 4 — Run the order

Week 1, ~10 minutes. Goal: manage an order from confirmation through completion.

• 4.1 Edit an Order after creation (2 min, ⏳ video coming soon)What's editable, how to update the sketch, inline date editing. → How to Edit an Order

• 4.2 Log a Payment (90s, ⏳ video coming soon)The payment popup, deposit shortcuts, what shows on the receipt. → How to Log a Payment

• 4.3 Generate documents (Contract, Shop Ticket, Invoice, Receipt) (2 min, ⏳ video coming soon)Same generation pattern for all four. Where they save, internal vs external visibility. → Contract PDF, Shop Ticket PDF, Invoice PDF, Receipt PDF

• 4.4 Foundation Orders and Purchase Orders (2 min, ⏳ video coming soon)Sending paperwork to your cemetery contact or vendor, selecting which drawings to attach. → How to Generate a Foundation Order, How to Generate a Purchase Order

Level 5 — Workflow your way

Week 1-2, ~8 minutes. Goal: customize MonuDesk to match how your shop actually works.

• 5.1 Manage Pipeline Stages (2 min, ⏳ video coming soon)Add, rename, reorder, delete. Which stages are locked and why. → How to Manage Pipeline Stages

• 5.2 Configure To-Dos (and what auto-triggers) (2 min, ⏳ video coming soon)The rename-don't-recreate rule, system-locked names, custom task creation. → How to Configure To-Dos, What Triggers Each To-Do

• 5.3 Set up Porcelain and Vase options (90s, ⏳ video coming soon)Creating your accessory presets, cost vs price, sorting. → How to Set Up Your Porcelain and Vase Options

Level 6 — Customer-facing

Week 2, ~6 minutes. Goal: turn on the Customer Portal and understand what families see on their end.

• 6.1 How the Customer Portal works (2 min, ⏳ video coming soon)What's visible, default-on logic, the customer's view of their order. → How the Customer Portal Works

• 6.2 Drawing approval flow (2 min, ⏳ video coming soon)Batch approval, 2-minute undo, what your shop receives by email. → How the Customer Portal Works

• 6.3 What service order customers see (90s, ⏳ video coming soon)Document-focused layout, no monument timeline. → How the Customer Portal Works

Level 7 — See the whole business (Pro)

Pro tier, ~10 minutes. Goal: use the Insights pages to spot bottlenecks, chase open balances, prep for tax filing, and plan installs.

• 7.1 Insights overview: which page when (90s, ⏳ video coming soon)Brief tour of all four Insights pages and what each one answers. → What's in the Insights Pages

• 7.2 Order Summary (where the money is) (2 min, ⏳ video coming soon)Group by cemetery/county/city, revenue vs count, drill into cells. → How to Use the Order Summary

• 7.3 Open Balances (collections workflow) (2 min, ⏳ video coming soon)Aging buckets, AR by stage, clickable rows for fast follow-up. → How to Use Open Balances

• 7.4 Tax Report (with the CSV export) (2 min, ⏳ video coming soon)Cemetery/county/month grouping, tax-exempt tracking, accountant-ready export. → How to Use the Tax Report

• 7.5 Installations (planning install days by zone) (2 min, ⏳ video coming soon)Group by zone, inline stage advance, sort and filter for routing. → How to Use the Installations Page

Level 8 — Power user

Anytime, ~8 minutes. Goal: get fluent with the corners of the product most users never explore.

• 8.1 Search like a power user (90s, ⏳ video coming soon)Every field Smart Search hits, the three-character minimum, combining with filters. → How to Search for an Order

• 8.2 Filters on the board (90s, ⏳ video coming soon)Stage, date, customer type, tasks. AND logic and how to combine. → Understanding the Order Board

• 8.3 Notes and Files (2 min, ⏳ video coming soon)Categories, internal vs external, drawing approval, .eml files for email threads. → How to View and Download Documents

• 8.4 QuickBooks integration (2 min, ⏳ video coming soon)Connecting, what syncs, troubleshooting blank client names. → How to Connect QuickBooks Online

• 8.5 Customize your contract text (90s, ⏳ video coming soon)Editing the pre-loaded contract for your specific terms. → How to Customize Your Contract Text

What if you finish all 8 levels?

You're a power user. Day-to-day, you'll still want to come back to the help center when you hit a specific question — every clip is also accessible from inside its full reference article, so search works the same way it always did. Monucademy is the curated path; the article index is the random-access view.

If you want a feature that doesn't exist yet, or you found something that doesn't work like Monucademy says, contact support and we'll get on it.