Level 1: Get Your First Order In

Level 1 gets one real order into MonuDesk in about 15 minutes. Use a job that's actually on your desk right now, not a fake one. MonuDesk only requires a customer name and a phone number or email to save. Every other field is optional and can be filled in later, so there is nothing blocking you.

Step 1: The 2-minute setup

Go to Settings → Company Profile and set your company name, address, Sales Tax %, order numbering, and your company logo. Everything here prints on the contract and invoice MonuDesk generates for you, and the logo prints on every document MonuDesk generates: invoice, quote, contract, receipt, shop ticket, purchase order and foundation order.

Learn more: How to Manage Your Company Profile

Step 2: Add the accessories your first order needs

If the order on your desk includes a vase or a porcelain picture, set up that one variant now so it's selectable in the quote. Go to Settings → Order Management → Accessories. MonuDesk comes preloaded with common porcelain and vase options, so check the list first. If your variant is missing, click + Add Variant and create just the one you need: shape, size, mode, and price for porcelain, or style, size, and price for a vase.

Don't build your whole catalog now. One vase and one porcelain is enough for the first order. The full setup comes in Level 4.

Learn more: How to Set Up Your Photos and Vase Options

Step 3: Start a New Quote

Hover the New Quote button at the top right and choose Create New Quote. The same dropdown also lists your saved Order Drafts if you want to pick one back up. Enter the customer's first name, last name, and a phone or email. That's the only required data in the whole wizard. As you fill in each step's basics, the left-side step rail unlocks, and you can move freely between any step you've already reached. You can't jump ahead past a step that's still missing its required data. On the right, a persistent Live Quote panel keeps a running total as you build the order.

Learn more: How to Start a New Quote, How to Fill In Client Information

Step 4: Cemetery, stone, and accessories

Pick the cemetery, or add it on the spot with the Add New button right inside the wizard, no settings detour needed. Then set the monument type, color, and size, and toggle on the vase or porcelain you set up in Step 2. The toggles you flip here decide which to-dos MonuDesk builds for the order. Skip anything you don't know yet.

Learn more: How to Select a Cemetery and Set Up Logistics, How to Configure the Monument Type, Color, Size and Finishes, How to Add Accessories

Step 5: Save as Quote

Go to the Review & Create step, check the summary, and click Save as Quote. The total can be anything, including zero. The moment you save, MonuDesk goes to work for you. That's Level 2.

Learn more: How to Review and Finalize Your Order

👉 Continue to: Level 2: See What MonuDesk Did With Your Order