Your First Look at MonuDesk

When you first log in, you'll see the Order Management board with a few demo orders already loaded. These are here to help you get familiar with the app before entering your own data.

You'll move around MonuDesk using the left navigation down the side of the screen and the top bar across the top. Here's what each part does.

The left navigation

The left side of the screen is your main menu. From here you can jump to:

• Order Management: your order board, where you'll spend most of your time.

• Dashboard: an at-a-glance home screen for what needs your attention.

• Inventory: stock on hand and items that sync in from your orders.

• Conversations (with a New badge): your built-in email inbox. It sits between Inventory and Order Summary. More on this below.

• Order Summary and the other Insights pages: high-level views of your business.

• Contacts: your customers, monument companies, cemeteries, and funeral homes.

• Settings: at the very bottom, where you configure your account.

The top bar

Across the top of the screen you'll find a few quick controls:

• New Quote: hover this button for a short menu with Create New Quote and Order Drafts (N), where N is how many quotes you've saved but not yet finished.

• The notification bell: a red badge shows your unread count. Open it to see when work has been assigned to you or an install is rescheduled. More on this below.

• The office switcher: if your company has more than one location, this button (showing the current office, or All Locations) lets you move between them. If you only have one location, you won't see it.

Order Management

This is where you'll spend most of your time. Orders are displayed as cards organized into columns called stages. The board flows from left to right:

Quote → Confirmed Order → In Production → Installation Scheduled → Ready to Install → Completed

You can click any order card to open it and see all the details, or hold and drag a card to move it between stages.

The stages are fully customizable from Settings → Order Management → Stages.

Order To-Dos

Every order has its own to-do checklist. Click on a to-do to cycle through its steps, or click the checkmark button to complete it. These track every step from payment collection to final installation.

To customize your to-dos, click the settings icon at the top right of the order card. You can create your own workflow steps to match exactly how your company operates.

Conversations

Find it in the left navigation under Conversations (look for the New badge), between Inventory and Order Summary. It's MonuDesk's built-in email inbox.

Connect your Gmail or Microsoft Outlook account, and you can read and reply to customers, cemeteries, and vendors without leaving MonuDesk. Email is grouped into one thread per contact, and you can link a thread to a contact and to one or more orders, so a customer's whole history sits right next to the order it belongs to. You can even attach files that are already on a linked order.

To get started, open it from the sidebar. The first time you open Conversations, a welcome screen greets you where you can connect your Gmail or Microsoft Outlook account and start emailing.

Notifications

The bell in the top bar keeps you posted. A red badge shows how many unread notifications you have (it reads 99+ once you pass 99).

You'll get a notification when someone assigns you an order or a task, @-mentions you in a note, or reschedules an install on an order assigned to you. Click a notification to jump straight to the order, task, or calendar event it's about, and use Mark all read to clear them. Notifications are personal. You only ever see your own.

Settings

Click Settings at the bottom of the left navigation to configure your account. This is where you manage your cemeteries, vendors, team members, and to-do steps, and it is also where Stages and Accessories now live (under Order Management). Settings opens to the list of sections, so pick the one you want and it opens on the right.

Using MonuDesk on your phone

MonuDesk is built for the desktop, where the full board and order tools have room to work. On a phone, MonuDesk focuses on Contacts and a phone-friendly slice of Settings (Company Profile, Team, Vendors, Cemeteries, Counties, and Documents). Other areas, including the order board and Insights, are best used on a computer, so on a phone they send you back to Contacts.

What's New

At the bottom left of your screen, you will see a small popup when new features are released. Click it to read the latest changelog. You can also access the Roadmap and a link to the Helpdesk from the same area.

Related articles:

• Understanding the Order Board

• How to Start a New Quote

• How to Invite Your Team