How to Fill In Client Information

Add your customer's details and contact category in Step 1 of the New Quote.

Written By Dennis Rodin

Last updated 17 days ago

The first step when creating a new quote is Client Info. This is where you enter the purchaser's details and choose what kind of contact they are.

Purchaser Details

As you type in the First Name or Last Name field, MonuDesk searches your saved contacts and suggests matches below the field. If you see the contact you want, click the suggestion to auto-fill all the fields (name, phone, email, address, and category).

If no match exists, just keep typing. When you save the quote, MonuDesk automatically creates a new contact using the details you entered.

Learn more: How to Manage Contacts

Fill in the following fields:

  • First Name: your customer's first name. Required.

  • Last Name: their last name. Required.

  • Phone Number: their phone number. One of Phone or Email is required.

  • Email Address: their email. One of Phone or Email is required.

  • Address: the customer's home address (not the cemetery address). Start typing and select from the Google Places autocomplete to auto-fill street, city, state, ZIP, and country (USA). This address is used on the automatically generated invoice and receipt.

Once you've entered the first name, last name, and either a phone number or email, the top bar at the top of the popup lights up and every step icon becomes clickable. You can fill in the rest of the form in any order, or skip ahead and come back. Everything past these required fields is optional.

Tip: You don't need to use your mouse for every field. Click one field and press the Tab key on your keyboard to jump to the next one.

Contact Category

Right here in Step 1 you can set the contact's category. Pick the one that fits your customer: Retail, Cemetery, Funeral Home, Monument Company, or Other. Retail is selected by default.

You set this right here in Step 1. If your customer is a business (a monument company, cemetery, funeral home, or other wholesale account), choose the matching category in this step. The category you pick is saved on the contact when the quote is created, and you can still change it afterward from the Contacts page or directly on the order card.

Billing Address

At the bottom of Purchaser Details, there is a checkbox called Use as billing address. This is checked on by default, which means the customer's address will be used as the billing address on invoices.

If the billing address is different from the customer's home address, uncheck the box and a separate Billing Address section will appear where you can enter the billing details.

When you're done, click Next at the bottom right to continue to Cemetery & Logistics.

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