How to Create a Service Order

In the Items & Configuration step of a new quote you'll see three tabs: Monument, Service and Accessories. Click Service to build a service order. The form changes to show only the fields relevant to service work.

The Service tab holds five cards, in this order: Service Details, Lettering & Inscription, Pricing & Measurement, Before You Start and Photos & Notes.

Service Details

Pick the Service Type from the dropdown. The list is driven entirely by Settings, so it shows your shop's own service categories — typically Repairs / Leveling, Cleaning, Lettering, Litho / Refinish and On-Site Service, plus any you have added yourself. Custom Service Types

If you deactivate a service type later, orders that already use it keep showing it in the dropdown, greyed out and unselectable, so an old order never loses the name of the work you sold.

Below that, enter a Description. Write it for the customer to read: the helper text under the field says "Your customer will see this description on their documents", and it means all of them — the quote, the contract, the invoice and the receipt, not the invoice alone.

Lettering & Inscription

Every service order has a Lettering & Inscription card directly under Service Details. Its subtitle is the whole point of it: "What the engraver receives. Only ticked lines are cut into the stone."

The card has three parts.

Which stone. Four free-text fields — Family name, Inscription location, Stone type and Stone color — that identify the stone your crew is walking up to. They describe; they do not instruct. There is one tick box beneath them, "The family name also needs cutting (it is not on the stone yet)", for the case where the family name is genuinely not carved.

Names and dates. Rows for the deceased name, date of birth, date of death and other names, each with an Engrave this box beside it. Ticked means cut it. Unticked means it is already on the stone and must not be re-cut. Nothing is ever ticked for you — you decide, line by line.

Copy from plot details pulls the decedents you already entered on the order into those rows. It is a one-time copy and it deliberately ticks nothing, so pulling the names in never turns into cutting them.

Inscription needed — cut exactly this. A free-text box that always reaches the engraver exactly as you typed it. This is where the new line goes: often just 2026.

The shop ticket then prints three separate blocks: the stone, ENGRAVE THIS in larger type, and Already on stone — DO NOT CUT. The same breakdown shows read-only on Order Details and as a recap on Review & Create — read that recap before you save.

Pricing & Measurement

Select a Pricing Type:

Flat / Per Job: enter a single service price and you're done.

By Area: enter the Width, Height, and Base Fee. The price is calculated as width x height + the base fee.

By Letter Count: enter the Number of Letters and Price Per Letter. The system calculates the total. This works well for lettering and litho work. You can adjust the final price manually even after the auto-calculation.

Adding extra charges

There is no line-items card in the service form. Extra charges go on the Live Quote panel on the right of the wizard, under the price lines.

Click Add line item and a new row appears with two fields: a name and a price. There is no quantity — type the total for that line. Use it for delivery, an expedite charge, a custom add-on, or anything billed on top of the base service.

Two controls sit on each row:

• A small round T button toggles tax on that line. Blue means taxed; grey means excluded. A new line item starts taxed — the T is blue — so click it to exclude anything that is not taxable in your county. If you pick a saved line item from the suggestion list instead, the row takes that item's own taxable setting.

• Drag the row to reorder the lines, and click the x on the right to remove one.

Each line item prints as its own row on the customer's documents, separate from the service price.

Before You Start

"Check anything that needs to happen before work begins on this order." These three boxes decide which to-dos MonuDesk creates:

• We already have a photo of the stone or area. If checked, you can upload it under "Reference Photo" on this page, or add it later. Leave it unchecked and a Photo to-do is created on the order.

• We need to visit the cemetery first. Creates a Visit Cemetery task on your order. Use this for measuring or checking the stone's condition — or confirming exactly what is already carved before you commit to a lettering layout.

• This order needs a rubbing. Adds a rubbing task to your order.

How Order To-Dos Work

Photos & Notes

Reference Photo: upload photos of the stone or area — you can select several at once. They appear underneath as a thumbnail grid, each with an x in the corner to remove it. JPEG, PNG and WebP are accepted.

Internal Notes: notes for your team only. The placeholder says it plainly — "Add notes for your team (customers won't see this)". These do not appear on customer-facing documents like invoices or receipts. Anything the customer should read belongs in the Description up in Service Details.

Finishing the order

When you're done, click Next to continue through the rest of the quote.

Related articles:

• Custom Service Types

• How the Customer Portal Works

• How the Pricing Panel Works

• How Order To-Dos Work

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