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.

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: Porcelain and Vase presets

Create your accessory 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 Porcelain 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

👉 Continue to: Level 5: The Customer Portal