Level 8: Power User

Level 8 makes you fluent with the corners of MonuDesk most users never explore: deep search, board filters, board zoom, notes and files, and the QuickBooks integration. Takes about 8 minutes.

Step 1: Search like a power user

Smart Search hits customer name, decedent name, cemetery, stone color, order number, phone, email and more. It highlights the match on the card.

Learn more: How to Search for an Order

Step 2: Filters on the board

Filter by stage, date, customer type, and tasks. Filters combine with AND logic, so "In Production" plus "Stencil" shows exactly the orders waiting on a stencil in production. The panel's TYPE list has two groups: Monuments (Uprights, Flats, Bevels, Slants, Benches, Bronze, Ledgers and Footstones, plus Other monuments) and Services (every service type from Settings → Service Types, plus Other services).

Learn more: Understanding the Order Board

Step 3: Zoom the board

Once the account has at least one order, a small white pill sits in the bottom-right corner of the board with a − button, a percentage chip and a + button. − ("Smaller cards") steps the whole board down through 100%, 90%, 80%, 70% and 60%, + ("Larger cards") steps it back up, and clicking the percentage chip ("Reset to 100%") returns to full size.

Zooming shrinks card text, spacing and column width together, so more columns and cards fit on screen. Drag and drop, the column arrows, card pop-ups and the order popup all behave exactly as before. Your level is remembered in that browser and comes back after a reload, and it changes the board view only, not the list view.

Step 4: Notes and Files

Categories, internal vs external visibility, drawing approval files, and .eml files for storing email threads on the order.

Learn more: How to View and Download Documents

Step 5: Connect QuickBooks

Connect QuickBooks Online (QBO) so your payments and invoices sync automatically.

Moving over from spreadsheets or another system instead? Settings → Import brings in cemeteries, vendors, contacts and orders, and your inventory on plans with Inventory, from a .csv or .xlsx file. You check what MonuDesk found before anything is imported. See How to Import Your Data from a Spreadsheet.

If you are going to import your inventory from QBO, set one thing first. Go to Settings → Integrations → QuickBooks and tell MonuDesk which order your QuickBooks item names put the numbers in, for example whether Bevel 24x10x4 means width by height by thickness or something else. MonuDesk shows you a worked example of how a sample size will be read, and asks you to confirm before every import. Getting this wrong brings your whole catalog in with the sizes in the wrong boxes, which then matches the wrong stones on quotes. The setting only affects future imports, and items already in MonuDesk are left alone.

Learn more: How to Connect QuickBooks Online

If you need something MonuDesk doesn't cover, or a step here doesn't match what you see on screen, How to Contact Support and we'll get on it.