Your First Look at MonuDesk
A quick tour of what you see when you log in for the first time.
Written By Dennis Rodin
Last updated 2 days ago
When you first log in, you'll see the Order Management board with a few demo orders already loaded. These are here to help you get familiar with the app before entering your own data.
MonuDesk has two main areas: the Order Management page and the Settings page.
Order Management
This is where you'll spend most of your time. Orders are displayed as cards organized into columns called stages. The board flows from left to right:
Quote → Confirmed Order → In Production → Order Balance Required → Installation Scheduled → Ready to Install → Completed
You can click any order card to open it and see all the details, or hold and drag a card to move it between stages.
The stages are fully customizable from Settings → Order Management → Stages.
Order To-Dos
Every order has its own to-do checklist. Click on a to-do to cycle through its steps, or click the checkmark button to complete it. These track every step from payment collection to final installation.
To customize your to-dos, click the settings icon at the top right of the order card. You can create your own workflow steps to match exactly how your company operates.
Settings
Click Settings at the bottom of the left navigation to configure your account. This is where you manage your cemeteries, vendors, team members, and to-do steps, and it is also where Stages and Accessories now live (under Order Management). Settings opens to the list of sections, so pick the one you want and it opens on the right.
Using MonuDesk on your phone
MonuDesk is built for the desktop, where the full board and order tools have room to work. On a phone, MonuDesk focuses on Contacts and a phone-friendly slice of Settings (Company Profile, Team, Vendors, Cemeteries, Counties, and Documents). Other areas, including the order board and Insights, are best used on a computer, so on a phone they send you back to Contacts.
What's New
At the bottom left of your screen, you will see a small popup when new features are released. Click it to read the latest changelog. You can also access the Roadmap and a link to the Helpdesk from the same area.
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