Dennis Rodin

Business-wide analytics pages: Order Summary, Open Balances, Tax Report, and Installations.

Insights

What's in the Insights Pages

How to Use the Order Summary

How to Use Open Balances

How to Use the Installations Page

How to Use the Tax Report

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Step-by-step learning path for mastering MonuDesk, organized into 8 levels with short video clips.

Monucademy

Your step-by-step path to mastering MonuDesk, organized into 8 levels. Each level is its own article. Level 1 gets your first order in within 12 minutes.

Enter one real order in about 15 minutes, including the vase or porcelain it needs. MonuDesk only requires a name and a phone or email to save.

Level 1: Get Your First Order In

From the one order you entered in Level 1, MonuDesk already created a board card, a complete workflow, and a ready contract. About 12 minutes.

Level 2: See What MonuDesk Did With Your Data

Manage your order from confirmation through completion, including the details you skipped on day one. About 10 minutes.

Level 3: Run the Order

Do the proper setup now that you've seen what it powers. Every setting here removes manual work from future orders. About 12 minutes.

Level 4: Make MonuDesk Match Your Shop

Turn on the Customer Portal and understand what families see on their end. About 6 minutes.

Level 5: The Customer Portal

Invite your team into a system that already works, and pick the right role for each person. About 4 minutes.

Level 6: Bring In Your Team

Use the Insights pages to spot bottlenecks, chase open balances, prep for tax filing, and plan installs. About 10 minutes.

Level 7: See the Whole Business (Pro)

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

Level 8: Power User

Set up your account, invite your team, and learn your way around MonuDesk.

Getting Started

Get familiar with MonuDesk and what it can do for your monument company.

What is MonuDesk?

Set up your MonuDesk account in under two minutes.

How to Create Your Account

A quick tour of what you see when you log in for the first time.

Your First Look at MonuDesk

Add your team members so they can start using MonuDesk.

How to Invite Your Team

Understand the order board, move orders between stages, and manage your pipeline.

Order Management

A quick overview of your main workspace in MonuDesk.

Understanding the Order Board

Find any order on your board by typing a name.

How to Search for an Order

How to Cancel/Archive an Order

Find your completed and cancelled orders.

How to View Archived Orders

What you can see on an order card without opening it.

What Each Order Card Shows

How the to-do checklist tracks every step of an order.

How Order To-Dos Work

A complete list of every to-do in MonuDesk and exactly what makes it appear on an order.

What Triggers Each To-Do

Enable, disable, or add custom to-dos for a specific order.

How to Customize To-Dos on an Order


Move an order from Quote to Confirmed Order to start production.

How to Confirm a Quote Into an Order

How to Hide Prices on Your Screen

Walk through every step of the New Quote popup, from client info to finalizing your order.

Creating Your First Quote/Order

How to Start a New Quote

Add your customer's details in Step 1 of the New Quote.

How to Fill In Client Information

Choose a cemetery, add plot details, and set the installation timeline in Step 2 of the New Quote.

How to Select a Cemetery and Set Up Logistics

Set up the monument type, stone, base, finishes, and dimensions in Step 3 of the New Quote.

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

Choose the lettering style, litho color, and carving type for your monument.

How to Set Up Lettering and Carving


Add porcelain pictures, vases, and etching to your monument order.

How to Add Accessories

Set up a service order for cleaning, repairs, lettering, or on-site work.

How to Create a Service Order

Understand the Pricing panel that updates as you build your order.

How the Pricing Panel Works

Add decedent details and sketch your monument design with the customer in Step 4 of the New Quote.

How to Use Sketch and Inscription

Choose the payment method and deposit split before finalizing your order.

How to Set Up Billing and Payment

Review everything before saving your order as a quote or confirming it.

How to Review and Finalize Your Order

View order details, manage documents, log payments, and track your notes.

Order Details

View the full details of any order on your board.

How to Open an Order

You can edit any order at any stage. Open the order by clicking the customer name on the order card. If the order is in the Quote stage, you will see Edit Quote at the top right. If the order is confirmed, you will see Edit Order. Both work the same way

How to Edit an Order

Everything you see when you open an order.

What the Order Overview Shows

Record a payment that was collected outside of MonuDesk.

How to Log a Payment

What MonuDesk shows when a payment exceeds the order total.

What Happens When a Customer Overpays

Find your invoices, receipts, uploads, and internal notes on an order.

How to View and Download Documents

Add and edit staff-only notes on any order.

How Internal Notes Work

How the Activity Timeline Works

How to Duplicate an Order

Your at-a-glance home screen: urgent installs, drawings awaiting approval, and key numbers.

Dashboard

Understanding the Dashboard

Track the stock you keep on hand, set reorder alerts, sync stock from your orders, and use it to speed up new quotes.

Inventory

How Inventory Works

Store every person and business you work with. Manage retail customers, monument companies, cemeteries, funeral homes, and other business partners.

Contacts

Contacts is where you store every person or business you work with: retail customers, monument companies, cemeteries, funeral homes, and any other business partner. You find it in the sidebar between Orders and Settings.

How to Manage Contacts

Let your customers track their order, view documents, and take action, all from a personal link.

Customer Portal

The Customer Portal is a personal tracking page for your customer. Think of it like Amazon order tracking, but for monuments. Your customer can see where their order is, what stage it's in, and whether any action is needed from them.

How the Customer Portal Works

How Families Review and Approve a Drawing

Invoices, receipts, shop tickets, and contracts. What's on each document and when they're generated.

Auto-generated Documents & PDFs

Understand every section of the invoice that MonuDesk generates for your customers.

What's on the Invoice PDF

Understand every section of the receipt that MonuDesk generates when you log a payment.

What's on the Receipt PDF

Understand every section of the shop ticket your production team uses.

What's on the Shop Ticket PDF

What's on the Contract PDF

Send a clean, focused document to whoever is pouring the foundation, with the base size, foundation size, and grave details on it.

How to Generate a Foundation Order

Send your stone vendor a clean order saying which items you need, what size and color they should be, and where to ship them.

How to Generate a Purchase Order

Cemeteries, vendors, team members, roles, permissions, and workflow configuration.

Settings

Update your company details, tax rate, and order numbering.

How to Manage Your Company Profile

View your team, invite new members, edit profiles, and manage role presets.

How to Manage Team Members

Configure county or zone tax rates and assign them to your cemeteries for accurate, automatic tax calculations.

How to Set Up Counties or Zones

Control what each team member can see and do in MonuDesk.

How Roles and Permissions Work

Manage your to-dos, customize their steps, and create new workflows.

How to Configure To-Dos

Add vendor contact information and shipping timeframes to your account.

How to Add and Manage Vendors

Add a cemetery to MonuDesk and set up its fees, application rules, and file storage.

How to Add and Configure a Cemetery

How MonuDesk automatically calculates cemetery fees based on your cemetery settings and monument dimensions.

How Cemetery Fee Calculation Works

Control whether MonuDesk sends emails to your customers and customize how they appear.

How to Configure Email Communications

MonuDesk integrates with QuickBooks Online to keep your accounting in sync. When you create orders and log payments in MonuDesk, the data is automatically sent to QuickBooks.

How to Connect QuickBooks Online

Replace the default contract body on your Contract PDF with your own legal language.

How to Customize Your Contract Text

How to Manage Custom Line Items

Configure the porcelain sizes and vase styles that appear when you create an order.

How to Set Up Your Porcelain and Vase Options

Add, rename, reorder, or delete the columns on your order board.

How to Manage Pipeline Stages

Make order cards turn yellow, red, or overdue as the promise date approaches.

How to Set Up Order Deadline Alerts

Configure what shows on each order card: the header, the subtitle, and the body rows.

How to Set Up Card Display

Reset your password, contact support, and get help.

Account & Support

Reset your MonuDesk password if you've forgotten it or want to change it.

How to Reset Your Password

Get help from the MonuDesk team whenever you need it.

How to Contact Support

Your MonuDesk subscription is managed through Creem, our billing partner. This article covers your free trial, how seats work, pricing, and what to expect when your trial ends.

How Billing and Subscriptions Work

How can we help you?

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In-App Feedback

This is where you can see everything we're working on and what's coming next. Each card is a feature. Vote on the ones that matter most to your business and we'll prioritize accordingly. When a feature you voted on ships, you'll get an email letting you know it's ready.Have an idea that's not on the board? Head over to the Feedback tab and submit it.