Settings
Cemeteries, vendors, team members, roles, permissions, and workflow configuration.
- How to Manage Your Company ProfileUpdate your company details, tax rate, and order numbering.
- How to Manage Team MembersView your team, invite members, assign locations, and manage role presets.
- How to Set Up Counties or ZonesConfigure county or zone tax rates and assign them to your cemeteries for accurate, automatic tax calculations.
- How to Configure To-DosManage your to-dos, customize their steps, and create new workflows.
- How to Add and Manage VendorsAdd vendor contact information and shipping timeframes to your account.
- How to Add and Configure a CemeteryAdd a cemetery to MonuDesk and set up its fees, application rules, and file storage.
- How Cemetery Fee Calculation WorksHow MonuDesk calculates cemetery fees from your cemetery settings and monument dimensions, what customer pickup does to them, and how to bill a fee to your own QuickBooks Online (QBO) item.
- How to Configure Email CommunicationsKnow exactly which emails MonuDesk sends your customers, what name they arrive under, and how to switch them off per order or per contact.
- How to Connect QuickBooks Online (QBO)Connect MonuDesk to QuickBooks Online (QBO) per office so orders and payments post to your books automatically, and your inventory travels both ways. Covers the document type, income mapping, the QBO customer picker and Sync Order, the customer address split, matching cemetery fees and custom lines to your own items, and what to check when nothing posts.
- How to Customize Your Contract TextReplace the default contract body on your Contract PDF with your own rich-text legal language.
- How to Manage Custom Line ItemsSave the charges you reuse, such as setting fees, markers and delivery, with a price, a taxable flag and optional per-location pricing, so they autofill on any order, and match each one to your own QuickBooks Online (QBO) item.
- How to Set Up Your Photos and Vase OptionsConfigure the photo sizes, vase styles, urn catalogue, QR codes and vaults that appear when you create an order.
- How to Manage Pipeline StagesAdd, rename, reorder, or delete the columns on your order board.
- How to Set Up Order Deadline AlertsMake order cards turn yellow, red, or overdue as the promise date approaches.
- How to Set Up Card DisplayConfigure what shows on each order card: the header, the subtitle, and the body rows, including stone type and delivery method.
- Custom Service TypesAdd your own service types so the Service dropdown matches the work your shop actually does.
- How Quote Price Guarantee WorksFlag aging quotes on your board once their pricing outlives your guarantee window, so nobody confirms an order at last month's granite price.
- Why a Payment Didn't Reach QuickBooksA checklist in the order to actually check it, so you can find in minutes why a payment you logged in MonuDesk has not shown up in QuickBooks Online (QBO), including the two causes that fail silently.
- How to Manage PartnersInvite partner companies and set how each one pays you, accept an invitation, switch to a partner's board, send a price, and send an order to a supplier.
- Settings > Profile: Profile Information, Theme, Notifications and Auto Sign-outAdd your photo, update your name and phone, and set your own sign-out-after-inactivity choice in the Profile section at the top of Settings.
- Custom Monument TypesAdd your own monument types in Settings so the Monument type list in New Quote matches the stones your shop sells.
- Using MonuDesk in English or GermanPick the language MonuDesk shows you, and see what your company's language decides: documents, customer emails and a new account's starting setup.
- How Automatic Tax Calculation WorksTurn on Automatic Tax Calculation so new quotes take the sales tax rate for the purchaser's ZIP code, and how saved orders keep their rate.
- How Drawing Reminders WorkFlag confirmed orders that still have no drawing after a set number of days, on the board and with a notification.
- How to Connect Google AdsConnect Google Ads in Settings → Integrations (MonuDesk Max) to import your ad spend every night and send confirmed orders back to Google Ads.