How the Scheduling Tab Works

Open any order and you will see a Scheduling section in the left menu, between Order Details and Activity Timeline. It is where you book this one order: the day the crew sets the stone, and the days the shop works on it. Everything is in one place instead of split between a dialog on the summary and the Insights pages.

Think of it as the opposite end of the telescope from the Installations Calendar. This tab books one order. The Installations Calendar shows you the whole week. They write to the same install date, so a day you book here appears on the calendar and in the Installations table straight away, and the other way round.

Both halves, and the Scheduling card in the rail

The tab is wide, so it shows both halves at once: Install scheduling on the left, Production scheduling on the right. There is nothing to switch between.

The order's right-hand column carries the short version - a Scheduling card under the pricing card, with an Installation | Production slider and a row for each thing booked. A dashed Click to schedule row means that side is empty; click any row and the same form opens as a dialog. On an order you have not saved yet the production row reads Save the order first.

Watch the small amber warning icon on either label of that slider. It marks a side with nothing booked, so you can see at a glance what is still outstanding on this order without clicking through:

• On Installation, the icon means no install date is set. Hovering it reads "No install date set."

• On Production, it means this order has no production events at all. Hovering it reads "No production events scheduled."

When a side is booked its icon disappears. Both icons gone means the order is fully scheduled at both ends.

Booking the install

The Installations side is headed Install scheduling and names the cemetery in its subtitle, for example "Schedule the crew's install at Riverside Memorial Park." On an order marked for customer pickup there is no cemetery to name, so it reads "Schedule the crew's install for this order."

Above the fields sits the Promise deadline, the date you promised the customer. It is read-only here. This panel is for booking the crew, not for changing what the family was told. It shows Not set when there is no promise date. Change or remove it from the Promise Date card on Order Details, or from Step 2: Cemetery & Logistics with Edit Order.

Then fill in:

• Install day or window: click the date button, reading "Set install date or window..." until something is chosen. Pick a single day, or drag across a start and end to record a window when you cannot commit to one day yet. Past dates cannot be selected.

• Time: the time the crew is expected on site.

• Assign team member: the chip reads Unassigned until you pick someone. Their initials then travel with the install everywhere it appears.

• Installation notes: free text for the field crew - gate codes, which way the stone faces, where to park.

Click Schedule install to save. On an order that already has a date the button reads Save changes instead, and a Clear install date button appears on the left to unbook it. Once saved, the panel shows the booked day with its time and assignee.

Let the family know. When you book a single day for an order that had no install day yet, MonuDesk offers to email the customer. A card appears in the bottom-left corner reading "Install scheduled for Sep 15, 2026" and "Do you want [contact] to be notified about this?", with Notify customer and No thanks. Nothing is sent unless you click Notify customer. The button then reads Sent and the card leaves. Without a click, the card answers itself with no after about 8 seconds. The email goes to every contact on the order who receives the customer portal, with the install date and time, the cemetery, the decedent's name and a fresh link to their portal.

The offer only comes up for a newly booked single day. Moving an install to a different day, saving a window, saving the same day again or clearing the date does not bring it up, and neither does an order where no contact receives the customer portal.

A missing cemetery does not block you

You can set a date before the order has a cemetery and plot. When either is missing, an amber note appears at the top of the panel, No cemetery assigned yet or No plot details yet, followed by:

"You can still book the install. Add the details later from Edit Order so the crew has them before the day."

That wording is deliberate. It is advice, not a wall. Cemetery paperwork often lands after a family has agreed a date. Book the day, then fill in the cemetery from Edit Order when the paperwork catches up.

The same rule applies wherever you schedule an install, so the calendar and the Installations table behave the same way.

Scheduling a customer pickup order

An order marked for customer pickup has no cemetery, and never will have one: the family collects the stone and sets it themselves. It still gets a date, because the stone still has to be finished and ready to go.

Book it exactly the way you book any other install. The panel is headed Install scheduling as usual, with the subtitle "Schedule the crew's install for this order." No amber note appears above the fields. The missing-cemetery and missing-plot advice belongs to cemetery installations, and a pickup order is not missing anything.

The Scheduling card in the order's right-hand column behaves the same way, showing a dashed Click to schedule row until you book a day. Nothing holds the date back.

One difference downstream: when a pickup order is confirmed, MonuDesk does not add an Installation task to it, since nobody is setting the stone at a cemetery. Every other task on the order is created as usual.

Turn pickup on or off with the package button beside the Cemetery field on Step 2: Cemetery & Logistics. Full details: Orders for Customer Pickup (No Cemetery)

Planning shop work

Slide to Productions and you get Production scheduling - "Plan what gets cut, carved, and finished in the shop for this order." Unlike the install, an order can carry as many production events as you like, listed oldest first, each color-coded by stage.

On an order with nothing booked yet, the panel opens straight into the form, the same way Install scheduling does, so just fill it in. Once the order has at least one production event you get the list of events instead, with an Add production event button underneath it that opens the same form. Either way you set:

• Shop stage: Cut, Carve, Sandblast, Engrave, QC or Ready. These six are the fixed list.

• Date: the day that stage is planned for. Unlike the install date, past dates are allowed, so you can record work that has already happened.

• Assign team member: who is doing it. Their name shows under the stage in the list.

• Notes: instructions for the shop.

Click Schedule production to save. Each event in the list carries a pencil to edit it and a trash icon to remove it. Deleting asks first ("Remove this Cut event? Scheduled for Mar 14, 2026. This cannot be undone.") and you confirm with Remove event.

One state you might land on:

• Production scheduling unavailable - "Shop work can only be scheduled once this order has been saved." Finish and save the quote first, then come back.

How it relates to the other scheduling screens

The install date is one date, shown in several places. Set it in any of them and the rest catch up:

• This tab: the full form for one order, including the crew notes and the assignee.

• Order Details: the Installation Date slot on the order summary, which reads Installation Window when you saved a range instead of a day. Clicking it opens this same panel as a dialog, so you never have to leave the summary.

• Installations in the left sidebar (MonuDesk Pro): the planning table and the calendar, for seeing the whole week, dragging jobs between days, and spotting weather delays.

Production events work the same way. Book a shop stage here and it appears on the production calendar as well (the Production tab of the calendar on the Installations page and on the dashboard Calendar card, both part of MonuDesk Pro) and everyone at your company sees it. Unlike the install date, an order can carry as many production events as you like, so nothing is overwritten.

Common questions

• Why can I not pick yesterday for an install? Install dates are forward-looking, so past days are blocked. To record an install that has already happened, use Add event on the Activity Timeline instead.

• Why is the amber icon still on Installations after I saved? You saved a date window rather than a single day. Reopen the date picker and choose one day.

• My colleague cannot see the production events I added. Production events are shared with your whole team, so check the office switcher at the top of their screen and the date they are looking at.

• Where did the promise date go? It is shown here read-only, because this panel books the crew rather than changes what the family was told. To set, change or remove it, use the Promise Date card in the order's right-hand column on Order Details, or Step 2: Cemetery & Logistics in Edit Order. The small x on that card takes the promise date off the order for good.

• Do service orders get this tab? Yes. Any order you can open has it, monument or service.

Related articles:

• The Installations Calendar

• How to Use the Installations Page

• How to Select a Cemetery and Set Up Logistics

• Orders for Customer Pickup (No Cemetery)