Dennis Rodin

Walk through every step of the New Quote popup, from client info to finalizing your order.

Creating Your First Quote/Order

Open the New Quote wizard, work through its six steps in any order, save a draft, and see the only two fields MonuDesk actually requires.

How to Start a New Quote

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

How to Fill In Client Information

Choose a cemetery, add plot details, and set the installation timeline in Step 2 of the New Quote.

How to Select a Cemetery and Set Up Logistics

Set up the monument type, top shape, color, finishes, and dimensions in Step 3 of the New Quote.

How to Configure the Monument Type, Color, Size and Finishes

Set lettering style — Sunk, Raised, Skin Frost or Frosted Inlaid — plus litho color, Dropwash and carving type for each field group in Step 4, Sketch & Inscription.

How to Set Up Lettering and Carving

Add photos, vases, cremation urns and etching to your monument order in the Accessories tab of Step 3.

How to Add Accessories

Set up a service order for lettering, cleaning, repairs or on-site work - including the Lettering & Inscription card that tells the engraver exactly which lines to cut and which are already on the stone.

How to Create a Service Order

Understand the Live Quote panel (the Pricing panel) that totals your order in real time across every step.

How the Pricing Panel Works

Enter decedent details and build the monument sketch in Step 4, Sketch & Inscription (called Inscription & Artwork in some in-app messages), and control which drawings print on your documents.

How to Use Sketch and Inscription

Set the payment method, MonuDesk Payments toggle, and deposit split before finalizing your order.

How to Set Up Billing and Payment

Check the lettering recap, drawings and portal settings on Review & Create, then save as a quote, confirm the order, or move it to the quote stage.

How to Review and Finalize Your Order

Pick the right field for text and etching the first time, so nothing gets cut twice, charged twice, or lost before it reaches the shop.

Where Does Lettering and Etching Go? Choosing the Right Field

Tell the engraver exactly which lines to cut on a stone that is already standing, and which lines to leave alone.

How to Fill In the Lettering & Inscription Card (Lettering Work Orders)

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Set up your account, invite your team, and learn your way around MonuDesk.

Getting Started

Get familiar with MonuDesk — orders, Conversations, notifications, payments, multiple offices, and Insights.

What is MonuDesk?

Set up your MonuDesk account in under two minutes.

How to Create Your Account

A quick tour of the MonuDesk sidebar, top bar, order board, Conversations, and notifications when you first log in.

Your First Look at MonuDesk

Invite team members, assign their locations and roles, and learn the seat rule that catches people out — removing someone does not lower your bill on its own.

How to Invite Your Team

How touch drag, taps, and full-screen layout work on a tablet

Using MonuDesk on an iPad or Tablet

A map of all fourteen Settings sections plus a where-do-I-set-this lookup, so you stop hunting for the screen you need.

A Tour of the Settings Menu

See exactly which MonuDesk pages your plan opens, what a lock or a Pro star means, and how to move between tiers.

What Each Plan Includes: Basic, Pro and Legacy

Step-by-step learning path for mastering MonuDesk, organized into 8 levels with short video clips.

Monucademy

Your step-by-step path to mastering MonuDesk, organized into 8 levels. Each level is its own article. Level 1 gets your first order in within 12 minutes.

Enter one real order in about 15 minutes, including the vase or porcelain it needs. MonuDesk only requires a name and a phone or email to save.

Level 1: Get Your First Order In

From the one order you entered in Level 1, MonuDesk already created a board card, a complete workflow, and a ready contract. About 12 minutes.

Level 2: See What MonuDesk Did With Your Order

Manage your order from confirmation through completion, including the details you skipped on day one. About 10 minutes.

Level 3: Run the Order

Do the proper setup now that you've seen what it powers. Every setting here removes manual work from future orders. About 12 minutes.

Level 4: Make MonuDesk Match Your Shop

Send the Customer Portal and see what families see — progress timeline, documents, drawing approval and paying by card, on service orders as well as monuments. About 6 minutes.

Level 5: The Customer Portal

Invite your team into a system that already works, and pick the right role for each person. About 4 minutes.

Level 6: Bring In Your Team

Use the Insights pages to spot bottlenecks, chase open balances, prep for tax filing, and plan installs on a table or calendar. About 10 minutes.

Level 7: See the Whole Business

Get fluent with the corners of MonuDesk most users never explore. About 8 minutes.

Level 8: Power User

Understand the order board, move orders between stages, and manage your pipeline.

Order Management

A quick overview of your main workspace in MonuDesk.

Understanding the Order Board

Find any order on your board by typing a name.

How to Search for an Order

Archive a finished order by completing it, or cancel one you no longer need — and what happens to each.

How to Cancel/Archive an Order

Find your completed and cancelled orders.

How to View Archived Orders

What you can see on an order card without opening it, including the assignee bubble.

What Each Order Card Shows

How the to-do checklist tracks every step of an order, who is assigned, and how payment is tracked.

How Order To-Dos Work

What makes each of MonuDesk's 20 built-in to-dos appear on an order: order type, stone and lettering, accessories, etching, cemetery settings and the Before You Start checkboxes.

What Triggers Each To-Do

Enable, disable, or add custom to-dos for a specific order.

How to Customize To-Dos on an Order


Move an order from Quote to Confirmed Order to start production.

How to Confirm a Quote Into an Order

Use the dollar icon to blur prices on your own screen, or set the Can see prices role permission to hide them for an entire role.

How to Hide Prices on Your Screen

See which vendor an order is with and where it stands, without opening each order.

Purchase Order Tracking

Select several orders on the board and produce one combined invoice or one purchase order covering all of them.

How to Generate Bulk Documents for Several Orders

Find the automation behind an order that changed stage, gained or lost a to-do, collapsed, changed color, or disappeared from the board, and what to do about it.

Why an Order Moved or Changed on Its Own

View order details, manage documents, log payments, and track your notes.

Order Details

View the full details of any order on your board.

How to Open an Order

You can edit any order at any stage. Open the order by clicking the customer name on the order card. If the order is in the Quote stage, you will see Edit Quote at the top right. If the order is confirmed, you will see Edit Order. Both work the same way

How to Edit an Order

Everything you see when you open an order, including who's assigned, decedent names, and the price summary.

What the Order Overview Shows

Record a payment you collected outside MonuDesk - cash, check, bank transfer, ACH or a card run elsewhere - so the order balance, the receipt and your QuickBooks books all stay right.

How to Log a Payment

What MonuDesk shows when a payment exceeds the order total.

What Happens When a Customer Overpays

Find, view and download an order's documents, choose which drawings go on each PDF, and control what your customer can see.

How to View and Download Documents

Add staff-only notes on any order and @mention teammates.

How Internal Notes Work

See every payment, document, stage move and portal action on an order, with who did each one, and record work that happened off-system.

How the Activity Timeline Works

Copy an order's configuration, customer info, and to-dos from the three-dot menu.

How to Duplicate an Order

Fix a wrong amount, date or method on a logged payment, or delete one from the wrong order, and watch the balance recalculate instantly.

How to Correct or Remove a Payment

Send and receive customer email inside MonuDesk: threads, templates, private and shared mailboxes, and linking emails to contacts and orders.

Conversations

Meet MonuDesk's built-in email inbox: the three-pane layout, the All inboxes view, exactly what Basic and Pro each unlock, and how threads link to contacts and orders.

Getting Started with Conversations

Connect a Gmail or Outlook account to MonuDesk: the OAuth flow, naming your mailbox, the 30-day import, and connecting multiple mailboxes by shop location.

Connecting Your Mailbox (Gmail & Outlook)

How mailboxes stay private by default, how to share one, who can see it, and what the lock icon means.

Private vs Shared Mailboxes

How email threads, the reading pane, composing, reply/forward, drafts, attachments, and failed sends work in Conversations.

Reading, Replying & Composing Email

Link a thread to a contact and one or more orders, read the category badges, and clear the Unlinked filter.

Linking Emails to Contacts and Orders

Filter, search, tag and bulk-handle your inbox — and see exactly which actions flow both ways with Gmail or Outlook, and which one stays in MonuDesk.

Filters, Search, Tags, Archive & Trash

Reuse email templates, insert "/" variables, and auto-append your personal signature.

Email Templates & Your Signature

Fix mailboxes that aren't syncing, understand the Syncing, Revoked, and Error states, the 30-day history limit, and duplicate threads.

Conversations: Troubleshooting

See exactly which Conversations actions reach your real mailbox and which stay in MonuDesk, so you can archive, trash and flag spam with confidence.

What Conversations Does to Your Real Gmail or Outlook Mailbox

Store every person and business you work with. Manage retail customers, monument companies, cemeteries, funeral homes, and other business partners.

Contacts

Store every customer and partner in one list, know which three categories actually get wholesale pricing, and find any contact by the decedent's name.

How to Manage Contacts

Let your customers track their order, view documents, and take action, all from a personal link.

Customer Portal

The Customer Portal is a personal tracking page for your customer. It shows the stage their order is in, the documents you marked External, and your shop's contact details - on monument and service orders alike.

How the Customer Portal Works

How a family approves a drawing from the customer portal, the window to undo it, and what your team is emailed when they do.

How Families Review and Approve a Drawing

How families pay a deposit or balance by card from the customer portal.

Paying Online Through the Customer Portal

Your at-a-glance home screen: to-dos with @mentions and order links, the notification bell, urgent installs, drawings awaiting approval, and key numbers.

Dashboard

What's on your dashboard — team tasks, urgent installs, drawings awaiting approval, the installations calendar, weather, the notification bell, and your BI chart.

Understanding the Dashboard

Use the top-bar bell to catch assignments, mentions, and rescheduled installs in real time.

The Notification Center (Bell)

Add tasks, assign teammates with @, link an order with /, and manage your dashboard to-do list.

Dashboard To-Dos

Track stock across one or more locations, set per-location pricing and quantities, customize your inventory tabs, and use inventory to speed up new quotes.

Inventory

Track stock across the five inventory categories, deduct a stone when a quote becomes an order, and keep your catalog in step with QuickBooks.

How Inventory Works

Set prices, stock, and availability per office with master values and per-location overrides.

Managing Inventory Across Locations

Reorder, show or hide, and add granite-type tabs on your Inventory page.

Customizing Your Inventory Tabs

Pull your QuickBooks Products & Services list into MonuDesk in one click, then keep prices and stock counts in step in both directions without retyping anything.

Import Your Inventory from QuickBooks

Clear the QuickBooks items MonuDesk held back so every uncertain match is decided by you, and know which of the three decisions you can never undo.

Review Uncertain QuickBooks Matches

Plan and schedule monument installations on the calendar: promise vs. install dates, install time, crew assignment, and weather-aware delay flags.

Installations & Scheduling

Schedule and track stone installs on a calendar — promise vs. install dates, drag-to-reschedule, assignees, and weather flags.

The Installations Calendar

Plan Cut, Carve, Sandblast, Engrave, QC and Ready against real days for real orders, with the one catch you need to know first: events save on your computer only, not for your team.

The Production Calendar

Book an order's install day and plan its shop stages from one tab, without leaving the order.

How the Scheduling Tab Works

Business-wide analytics pages: Order Summary, Open Balances, and Tax Report. Installation scheduling now lives in Installations & Scheduling.

Insights

What each reporting page answers — Order Summary, Open Balances, Tax Report and Installations — and which one to open for the question you have.

What's in the Insights Pages

Read your orders and revenue as a pivot, with stages across the top and cemetery, county, city or contact down the side.

How to Use the Order Summary

See who owes you and how overdue it is, with aging buckets, receivables by stage, and an export for chasing payment.

How to Use Open Balances

Plan and route installs for both monument and service orders from a table or calendar, then hand the crew an accurate printed sheet or CSV.

How to Use the Installations Page

Total tax collected by cemetery, county or month, with exempt orders separated out and a CSV your accountant can work from.

How to Use the Tax Report

Quotes, invoices, receipts, contracts, shop tickets, purchase orders, and foundation orders

Auto-generated Documents & PDFs

Read every section of the invoice MonuDesk generates — the base layout your contract, quote and receipt build from, including the per-face finish breakdown and what QuickBooks records.

What's on the Invoice PDF

Understand every section of the receipt MonuDesk generates when you log a payment, including the per-payment billing snapshot and totals.

What's on the Receipt PDF

Understand every section of the shop ticket — now an internal, two-page Instructions document for your shop floor.

What's on the Shop Ticket PDF

What prints on a generated Contract: the priced order page, a full page for each drawing with the single signature line, and your Terms and Conditions page.

What's on the Contract PDF

Send a clean, focused document to whoever is pouring the foundation, with the base size, foundation size, and grave details on it.