Level 2: See What MonuDesk Did With Your Order
From the one order you entered in Level 1, MonuDesk already created a board card, a complete workflow, and a ready contract. About 12 minutes.
Written By Dennis Rodin
Last updated 12 days ago
Level 2 is the payoff. From the one order you entered in Level 1, MonuDesk has already created a board card, a complete to-do workflow, and a ready-to-sign contract. Nothing in this level requires you to enter anything new. Takes about 8 minutes.
Step 1: Find your order on the board
Your order is now a card in the Quote stage. The card shows the customer name, order number, balance due, and a task counter. Drag it between stages as work progresses, click it to open the full order. In a new account, the first order you save with Save as Confirmed Order brings up a green Saved for next time panel above the board, once. It lists the purchaser, cemetery and stone you just saved: "On your next order, type two letters and pick them. No more retyping." Click Got it, or anywhere on the panel, to close it.
Learn more: Understanding the Order Board, What Each Order Card Shows
Step 2: Open the to-do list MonuDesk built for you
Click the task counter on the card. Based on what you toggled in the wizard (order type, accessories, etching, cemetery settings) MonuDesk generated the exact workflow this order needs. No two orders get the same checklist.
Learn more: How Order To-Dos Work, What Triggers Each To-Do
Step 3: Open your contract, already written
Open the order's Files section. A two-page contract (invoice plus sales agreement) was generated automatically the moment you saved, filled with everything you typed. Fields you skipped show as "Not specified" and update when you fill them in later. If Only create the contract once the order is confirmed is switched on in Settings → Customer Portal, a quote gets no contract until you confirm the order, and you can still generate one by hand.
Learn more: What's on the Contract PDF, How to View and Download Documents
Step 4: Confirm the quote into an order
When the customer says yes, move the card to Confirmed Order. The full to-do workflow activates and work officially starts.
Learn more: How to Confirm a Quote Into an Order
✅ Level 2 complete. From one quick entry you got a board card, a custom workflow, and a finished contract. That's what MonuDesk does with every order from now on.
👉 Continue to: Level 3: Run the Order
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