How to Add and Configure a Cemetery

To add a cemetery, go to Settings → Cemeteries and click Add Cemetery. You can also add a cemetery directly from the New Quote popup by clicking the Add New button next to the cemetery dropdown.

Basic information

Enter the Cemetery Name, Cemetery Location (the address), and the contact person's details: First Name, Last Name, Email, and Phone. This contact info will appear on your shop tickets for easy reference. Start typing the address and select from the Google Places autocomplete to auto-fill street, city, state, ZIP, and country (USA).

County or Zone

Below the contact details you'll see a County (or Zone) dropdown. Select the county this cemetery is in. Once assigned, every order for this cemetery will automatically use the county's tax rate.

The dropdown shows whichever terminology you've selected in Settings → Counties (Counties mode shows counties, Zones mode shows zones).

If you don't see your county in the list, add it first in Settings → Counties and then come back to assign it.

Learn more: How to Set Up Counties or Zones

Leaving this field empty is fine. If no county is assigned, orders for this cemetery use the default tax rate from your Company Profile.

Foundation Required

Turn on Foundation Required if this cemetery requires foundations for monument installations.

Cemetery Fees

Toggle on Does this cemetery charge a fee? to enable automatic fee calculation on orders for this cemetery.

You have two fee types:

By Size calculates the fee automatically based on the monument's dimensions. You choose what to calculate from (Foundation or Base Size), select the unit (Square Inch, Square Foot, or Linear Foot), and enter the price per unit. The system does the math for you when you create an order and type in the foundation or base size, depending on what you have selected.

Fixed Fee charges a flat dollar amount regardless of the monument's size.

Learn more: How Cemetery Fee Calculation Works

Minimum fee for small stones

Below the fee calculation, you can turn on Apply minimum fee for small stones. This sets a floor. If the calculated fee comes out lower than the minimum (for example, the stone is very small and the fee calculates to $27.50 but the cemetery's minimum is $50), the system uses the minimum fee instead.

Cemetery Application

Requires Application Before Ordering Stone means the cemetery requires you to submit an application before you can order the stone from the vendor. When enabled, a cemetery application to-do will appear in the order's workflow.

Require Plot Details for This Cemetery means your team must enter section, lot, and space when creating a quote for this cemetery. This prevents missing plot details and having to call the customer back later.

Cemetery Files

Upload reference documents for this cemetery by clicking Upload PDF/Word Document. Store the cemetery's rules, maps, or requirement sheets here so your team can access them from any device instead of digging through files on a computer.

Editing a cemetery

Use the search bar at the top of the cemetery list to find the cemetery you need.

Click the Edit button on any cemetery in your list to update its information. You'll see the same fields as when adding a new cemetery. Make your changes and click Save Changes.

Deleting a cemetery

When you're done adding a new cemetery, click Add Cemetery at the bottom to save.

Related articles:

• How Cemetery Fee Calculation Works

• How to Select a Cemetery and Set Up Logistics

• How Order To-Dos Work