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.

To add many at once, import them from a spreadsheet. The small (i) next to the Cemeteries title reads "Already have a list? Import it from a spreadsheet in Settings > Import." Its link opens the cemetery import. See How to Import Your Data from a Spreadsheet.

Basic information

Enter the Cemetery Name, Cemetery Location (the address), and the primary contact's details: First Name, Last Name, Email, and Phone. This contact info will appear on your shop tickets for easy reference. To add the sexton, the office or anyone else, see More contacts on a cemetery below. Start typing the address and select from the Google Places autocomplete to auto-fill street, city, state, ZIP, and country (USA).

Cemetery Link

Cemetery Link (Optional) sits just under the address. Paste any web address that helps your crew find the place or check its rules: a Google Maps pin, a Find a Grave page, or the cemetery's own website. Type the full address starting with http:// or https://, and once it is a valid link an open-in-new-tab button appears beside the field, so anyone editing the cemetery can jump straight to it.

County or Zone

Under the address and the Cemetery Link you'll see a County (or Zone) dropdown. Select the county this cemetery is in. Once assigned, new quotes for this cemetery automatically use the county's tax rate, unless someone types a different rate by hand on the order. If Automatic Tax Calculation is on (Settings → Taxes), the rate for the purchaser's ZIP code comes first, and the county rate is used when no ZIP rate is found.

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

If you don't see your county in the list, click Add next to the County / Zone field. An Add County dialog opens on top of the cemetery form, asking for the State, the County Name and the Tax Rate (%). Click Save and you are back on the cemetery form with the new county selected. Cancel or the Escape key closes only the county dialog, and the cemetery form stays open. The same button works when you add a cemetery from the New Quote popup.

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 of the office location the order belongs to, set per location in Settings → Office Locations. If that location has no default either, the order falls back to the default tax rate in your Company Profile. A rate typed by hand on the order still beats all of them, and the question mark next to the rate on the pricing card names the source in use. With Automatic Tax Calculation on, the empty field reads No county / zone. Uses tax rate from Auto Tax Calculation, and the purchaser's ZIP code rate is used first.

More contacts on a cemetery

A cemetery often has more than one person to call: the sexton, the office, the groundskeeper. The Contacts row in the cemetery form holds them as pills, the same way the client step of a quote does. The primary contact comes first, then each additional contact in the order you added them, then Add contact.

• Click Add contact and fill in Name, Role or title (Optional) such as Sexton, Office or Groundskeeper, Office phone, Cell phone, Email and Note (Optional), for example the best time to call.

• Click a pill to see or edit that person. Click the primary contact's pill to get back to the First Name, Last Name, Email and Phone fields.

• The red x on a pill removes that contact, and so does Remove contact under its fields.

• Every contact needs a name. If one has details but no name, saving opens it and shows "Enter a name for this contact."

A cemetery can hold up to 50 additional contacts. Your changes are kept when you click Add Cemetery or Save Changes.

The Contacts row is there wherever the cemetery form opens: Settings → Cemeteries, Add New on the cemetery step of New Quote, the cemetery name on an order card on the board, and the cemetery forms on the Insights pages and the dashboard.

Where your team sees them. Additional contacts show under the cemetery contact, headed Additional Contacts, in the order's Installation Location card and in the summary card of New Quote. Tap a phone number to call it or an email address to write to it.

Additional contacts are for your team only. They do not print on any document and customers never see them. The cemetery list in Settings → Cemeteries shows the primary contact only.

Foundation Required

Turn on Foundation Required if this cemetery requires foundations for monument installations. Every monument order for this cemetery then gets a Foundation to-do.

This toggle stands on its own. Even if you set a stone's Foundation Material to None, an order at a cemetery with Foundation Required ticked still gets the Foundation to-do, as a reminder that the cemetery expects a foundation whatever you are selling. If you would rather the to-do only appeared when the stone itself carries a foundation, leave this toggle off.

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.

To raise or lower the fees of many cemeteries at once, click Adjust prices at the top of Settings → Cemeteries. It opens Settings → Price Book on your cemetery fees. Orders you already made keep their fees.

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 files for this cemetery in the Cemetery Files card. Click Upload File and pick the file. The card takes the same types as an order does: PDF, DOC, JPG, PNG, HEIC, WEBP, BMP, EML, DXF, PLT, AI files up to 50MB. Store the cemetery's rules, maps, requirement sheets or photos here so your team can reach them from any device instead of digging through files on a computer.

Every file you upload is listed under the button with a download button to open it and an X to take it off the cemetery. If you are adding a brand new cemetery, a file you choose before saving is uploaded as soon as the cemetery is created. Uploading and removing cemetery files needs the settings edit permission.

Cemetery Requests from partners

When a partner company places an order with you and cannot find the cemetery in your list, they can ask you to add it. Those asks wait at the top of Settings → Cemeteries in a Cemetery Requests card: Cemeteries your partners could not find in your list. Approving one adds it to your cemeteries.

Each pending request shows the cemetery name, its location, any note the partner left, and a line reading Requested by the company and person, with the date they asked. Two buttons sit on the row:

• Approve adds the cemetery to your list. Open it afterwards to set its fees and foundation rules like any other cemetery.

• Decline asks you to confirm and lets you type an optional reason that goes back to the partner.

The five most recent requests you have dealt with stay below under Already reviewed, each with an Added or Declined badge. The card only appears on the page when there are requests to show, and the notification you get about a partner's cemetery request opens Settings → Cemeteries. Approving and declining need the settings edit permission.

Cemeteries and multiple locations

If your company has more than one office location, cemeteries are scoped to an office, just like your orders, quotes, contacts, and inventory. When you add or edit a cemetery, it is associated with the office you have active at the time, so each location keeps its own cemetery list.

Team members only see and use the cemeteries that belong to the offices they are assigned to, while the company owner sees cemeteries across every location. Use the office switcher in the top navigation bar to move between locations before you add or edit a cemetery. If your company has a single office, nothing changes here and you won't see any location options.

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. Cancel and Add Cemetery (Save Changes when you edit a cemetery) stay pinned at the bottom of the form, so you never have to scroll down to reach them.

Related articles:

• How Cemetery Fee Calculation Works

• How to Select a Cemetery and Set Up Logistics

• How Order To-Dos Work