Level 8: Power User

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

Written By Dennis Rodin

Last updated 2 days ago

Level 8 makes you fluent with the corners of MonuDesk most users never explore: deep search, board filters, notes and files, and the QuickBooks integration. Takes about 8 minutes.

Step 1: Search like a power user

Smart Search hits customer name, decedent name, cemetery, stone color, order number, phone, email and more. It starts after three characters and highlights the match on the card.

Learn more: How to Search for an Order

Step 2: Filters on the board

Filter by stage, date, customer type, and tasks. Filters combine with AND logic, so "In Production" plus "Stencil" shows exactly the orders waiting on a stencil in production.

Learn more: Understanding the Order Board

Step 3: Notes and Files

Categories, internal vs external visibility, drawing approval files, and .eml files for storing email threads on the order.

Learn more: How to View and Download Documents

Step 4: Connect QuickBooks

Connect QuickBooks Online so your payments and invoices sync automatically.

Learn more: How to Connect QuickBooks Online

✅ You finished Monucademy. You're a power user. Day-to-day, come back to the help center whenever you hit a specific question, Monucademy is the curated path, the article index is the random-access view.

If you want a feature that doesn't exist yet, or you found something that doesn't work like Monucademy says, How to Contact Support and we'll get on it.