Level 4: Make MonuDesk Match Your Shop

Level 4 is the proper setup, done after you've seen what it powers. Every setting here removes manual work from future orders: cemetery fees calculate themselves, taxes apply themselves, and to-dos appear on their own. Takes about 12 minutes.

As you work through Settings, two small markers tell you what an entry needs before you open it. A setting that requires the Pro plan carries a small Pro chip, and an option that only applies to QuickBooks carries a small green qb mark with a tooltip explaining it.

Step 1: Cemeteries, done properly

Go to Settings → Cemeteries and configure each cemetery you work with: fees by size or fixed, Foundation Required, application requirements, plot detail enforcement, and reference files. Each toggle feeds the to-dos and fee math on every future order for that cemetery.

Learn more: How to Add and Configure a Cemetery

Step 2: Counties or Zones

Set up Settings → Counties so each cemetery's county drives the tax rate automatically, or switch to Zones if you route installs geographically.

Learn more: How to Set Up Counties or Zones

Step 3: Photo, Vase and Urn presets

Create your photo, vase and cremation urn presets once with cost and price, and they show up as one-click options in every future quote.

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

Step 4: Pipeline stages

Add, rename, reorder, or delete stages so the board matches how your shop actually flows. Some stages are locked because automation depends on them.

Learn more: How to Manage Pipeline Stages

Step 5: Configure To-Dos

Rename the built-in to-dos to your shop's language (rename, don't recreate) and add custom tasks that should appear on every order.

Learn more: How to Configure To-Dos, What Triggers Each To-Do

Step 6: Customize your contract text

Edit the pre-loaded contract in Settings → Documents with your warranty terms, payment policies, and installation conditions. Save once, and every contract from then on uses your version.

Learn more: How to Customize Your Contract Text

Step 7: Your color list

Go to Settings → Colors and put your granite catalog in order. Search it, click a card to rename it, click the swatch to upload a photo of the granite, or remove one you no longer sell. Removed colors drop into Hidden colors with a Restore button, and removing only keeps a color out of new quotes, orders that already use it keep it.

The page is five buckets, and every color lives in exactly one of them:

• All: offered everywhere, on monuments, bases, inventory and every kind of vase.

• Granite catalog: monuments, bases, inventory and granite vases. Never offered on a metal or bronze vase.

• Granite vases only: granite colors that should never turn up on a monument.

• Metal vases only: MetalCraft and other metal finish names.

• Bronze only: bronze finish names, never offered on a monument or a granite vase.

To move a color, drag its card into the bucket it belongs in. It stays where you drop it. If you would rather not drag, click the card and use the Shown on dropdown instead. Each bucket has its own add button, Add Color, Add Granite Color, Add Granite Vase Color, Add Metal Vase Color and Add Bronze Color, so a new color starts in the right place. The Metal vases only and Bronze only buckets come already stocked with common finish names.

Nothing you already had changes. Colors you never restricted sit in All, so they still show up everywhere they used to. If you had already set some colors to vases only, they sit in a temporary bucket called Any vase (unsorted). Drag each one into Granite vases only, Metal vases only or Bronze only, and that bucket disappears once it is empty.

Learn more: How to Configure the Monument Type, Color, Size and Finishes

👉 Continue to: Level 5: The Customer Portal