How to Use the Installations Page

Written By Dennis Rodin

Last updated 2 days ago

The Installations page is a planning view for monument installation work. It shows every monument order alongside the details you need to schedule and route installs (order date, promise date, decedent name, cemetery name, stone color, dimensions, stage), grouped by cemetery, county, city, or zone.

Find it in Insights → Installations. This is a Pro feature. The page only shows monument orders: service orders are not included, since service work doesn't follow the same installation logic.

Use the search bar at the top of the page to find a specific order by customer name, decedent name, or order number.

Grouping

Group orders by:

  • Cemetery: every order grouped under its destination cemetery.

  • County: groups orders by the county the cemetery sits in. The county can also be a zone: if you've set up zones in Settings → Counties or Zones (for example, North/South/East/West, or Zone A/B/C), the page groups by your zones instead of literal county names. Use this when you route installs by geographic area instead of by county boundary.

  • City: groups orders by the cemetery's city.

What each row shows

Every order row in the table shows:

  • Order date and promise date

  • Decedent name

  • Cemetery name

  • Order type (always Monument on this page)

  • Stone color

  • Dimensions

  • Stage (as a clickable bubble, see below)

Change the stage inline

Click the stage bubble on any row to move that order to a different stage right from this page, no need to open each order one at a time. This is the fastest way to bulk-update statuses during scheduling.

For example, when you're planning out next week's installs, you can change orders from Must Schedule Install to Installation Scheduled in seconds, or move installed jobs to Installed after the crew gets back. Whatever stages you've set up in your workflow are the ones available here.

Sort and filter

Sort the page by:

  • Order date

  • Promise date

  • Cemetery name (alphabetical)

  • Zone (alphabetical, useful when grouping by zone)

Filter by order date to focus on a specific time window (for example, all installs from orders placed this quarter). Use the stage visibility control to show or hide specific stages: hide everything that's already installed so you only see what still needs work, or hide the early stages so you only see what's actually ready to schedule.

You can also filter by Tasks. Pick one or more to-dos to show only the orders still waiting on those steps, so you can answer questions like which orders still need the foundation poured, which are still waiting on the stone to arrive, or which still need a stencil before you schedule the install.

You can also filter by customer type, showing only Wholesale or only Retail orders. This is handy when you route wholesale installs separately from retail families.

Tip: Group by zone and sort by cemetery when you're planning a routing day. Pick all the orders in one zone, schedule them as a batch, and click each stage bubble to move them to Installation Scheduled as you go.

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