Planned
Drawings Each Have Full Page on Contract
Can you make it so the front drawing and back drawings take up a full page on the contract or quote? Right now they show up too small for customers to verify their information (especially elderly customers).

Scott Cahrenger 1 day ago
Feature Request
Planned
Drawings Each Have Full Page on Contract
Can you make it so the front drawing and back drawings take up a full page on the contract or quote? Right now they show up too small for customers to verify their information (especially elderly customers).

Scott Cahrenger 1 day ago
Feature Request
Planned
Order-data Excel export (black-and-white view)
Marty wants to export order / installation data to Excel — a plain "black and white" view of the info, not the full order. Roughly the same fields shown on the Installations screen. "Basically what you have on the installations, that's almost enough information. I don't need the whole order. Sometimes it's nice to see it in black and white — I'm old school that way." An Excel/spreadsheet export of the order data would cover it. Source: Fathom call with Marty Hall (monument builder, uses Gerber Omega), 13 Jul 2026 — recording.

Dennis Rodin 3 days ago
fathom calls
Feature Request
Planned
Order-data Excel export (black-and-white view)
Marty wants to export order / installation data to Excel — a plain "black and white" view of the info, not the full order. Roughly the same fields shown on the Installations screen. "Basically what you have on the installations, that's almost enough information. I don't need the whole order. Sometimes it's nice to see it in black and white — I'm old school that way." An Excel/spreadsheet export of the order data would cover it. Source: Fathom call with Marty Hall (monument builder, uses Gerber Omega), 13 Jul 2026 — recording.

Dennis Rodin 3 days ago
fathom calls
Feature Request
Enter card payments manually in MonuPay (staff-side virtual terminal)
Requested by Timothy Edson (Green Valley Monuments), 2026-07-10. Tim takes credit cards over the phone from non-local customers and today processes them in QuickBooks, then manually updates MonuDesk — double entry. The current MonuPay workaround is opening the order’s customer portal and typing the card in on the customer’s behalf; he wants a direct staff-side card-entry flow, and Dennis committed on the call to adding a way to enter cards without going through the portal. Fathom: https://fathom.video/calls/742905358

Dennis Rodin 5 days ago
fathom calls
Feature Request
Enter card payments manually in MonuPay (staff-side virtual terminal)
Requested by Timothy Edson (Green Valley Monuments), 2026-07-10. Tim takes credit cards over the phone from non-local customers and today processes them in QuickBooks, then manually updates MonuDesk — double entry. The current MonuPay workaround is opening the order’s customer portal and typing the card in on the customer’s behalf; he wants a direct staff-side card-entry flow, and Dennis committed on the call to adding a way to enter cards without going through the portal. Fathom: https://fathom.video/calls/742905358

Dennis Rodin 5 days ago
fathom calls
Feature Request
Fathom
AI-suggested production time + install schedule (future)
Requested by Asa Nelson (Nelson Monument Co.), 2026-07-09 (flagged as far-out, ~2 years). A production-time estimate from square footage + design, and an AI that drafts an install schedule from promise dates, addresses, and mileage between jobs, that the user then edits. Fathom: https://fathom.video/calls/741329593

Dennis Rodin 7 days ago
Feature Request
Fathom
AI-suggested production time + install schedule (future)
Requested by Asa Nelson (Nelson Monument Co.), 2026-07-09 (flagged as far-out, ~2 years). A production-time estimate from square footage + design, and an AI that drafts an install schedule from promise dates, addresses, and mileage between jobs, that the user then edits. Fathom: https://fathom.video/calls/741329593

Dennis Rodin 7 days ago
Feature Request
Fathom
Monu Studio 3D designer: production requirements from Nelson & Wesky
Feedback on the Monu Studio designer from Asa Nelson and Luther Carneyhan, 2026-07-09. Asks: production export formats (DWG for the India supplier, DXF, AI for Moniket, PLT for Datagraph); import own / standard design library (preset sales book, ideally pre-loaded); enforce sandblast tolerances (0.09-inch minimum line thickness); photo-to-AI-etch with DPI/file-type/size options (laser 300 DPI vs impact ~120 DPI); frosted vs polished finish preview within a panel; adjustable slant nose sizes; American-standard lettering/shapes. Maps to the [MNStudio] Jira batch. Fathom: https://fathom.video/calls/741329593 ; https://fathom.video/calls/741292577

Dennis Rodin 7 days ago
Feature Request
Fathom
Monu Studio 3D designer: production requirements from Nelson & Wesky
Feedback on the Monu Studio designer from Asa Nelson and Luther Carneyhan, 2026-07-09. Asks: production export formats (DWG for the India supplier, DXF, AI for Moniket, PLT for Datagraph); import own / standard design library (preset sales book, ideally pre-loaded); enforce sandblast tolerances (0.09-inch minimum line thickness); photo-to-AI-etch with DPI/file-type/size options (laser 300 DPI vs impact ~120 DPI); frosted vs polished finish preview within a panel; adjustable slant nose sizes; American-standard lettering/shapes. Maps to the [MNStudio] Jira batch. Fathom: https://fathom.video/calls/741329593 ; https://fathom.video/calls/741292577

Dennis Rodin 7 days ago
Feature Request
Fathom
Personal task list / to-do checklist on the dashboard (links to each order)
Requested by Luther Carneyhan (Wesky / West KY Memorials), 2026-07-09 (his top ask). Self- and team-assigned tasks populate a personal dashboard checklist; each item links straight to its order and is checked off on completion, replacing the Google spreadsheet they use today. Fathom: https://fathom.video/calls/741292577

Dennis Rodin 7 days ago
Feature Request
Fathom
Personal task list / to-do checklist on the dashboard (links to each order)
Requested by Luther Carneyhan (Wesky / West KY Memorials), 2026-07-09 (his top ask). Self- and team-assigned tasks populate a personal dashboard checklist; each item links straight to its order and is checked off on completion, replacing the Google spreadsheet they use today. Fathom: https://fathom.video/calls/741292577

Dennis Rodin 7 days ago
Feature Request
Fathom
Stock-replenishment / truckload POs (min-max reorder suggestions + Receive-PO workflow)
Requested by Asa Nelson (Nelson Monument Co.) and Luther Carneyhan (Wesky / West KY Memorials), 2026-07-09. Create stock/replenishment POs not tied to a customer: system suggests order quantities from min/max levels, accumulates toward a truckload/weight threshold before sending, then a 'Receive PO' step posts received (and adjusts shorted/damaged) items into inventory. Fathom: https://fathom.video/calls/741329593 ; https://fathom.video/calls/741292577

Dennis Rodin 7 days ago
Feature Request
Fathom
Stock-replenishment / truckload POs (min-max reorder suggestions + Receive-PO workflow)
Requested by Asa Nelson (Nelson Monument Co.) and Luther Carneyhan (Wesky / West KY Memorials), 2026-07-09. Create stock/replenishment POs not tied to a customer: system suggests order quantities from min/max levels, accumulates toward a truckload/weight threshold before sending, then a 'Receive PO' step posts received (and adjusts shorted/damaged) items into inventory. Fathom: https://fathom.video/calls/741329593 ; https://fathom.video/calls/741292577

Dennis Rodin 7 days ago
Feature Request
Fathom
Wholesalers self-serve live inventory quantities in the partner portal
Requested by Asa Nelson (Nelson Monument Co.), 2026-07-09. Wants wholesale clients to view his live on-hand stock in the B2B/partner portal instead of phoning to check availability. Fathom: https://fathom.video/calls/741329593

Dennis Rodin 7 days ago
Feature Request
Fathom
Wholesalers self-serve live inventory quantities in the partner portal
Requested by Asa Nelson (Nelson Monument Co.), 2026-07-09. Wants wholesale clients to view his live on-hand stock in the B2B/partner portal instead of phoning to check availability. Fathom: https://fathom.video/calls/741329593

Dennis Rodin 7 days ago
Feature Request
Fathom
Self-service upload of the state sales-tax table (all cities + counties)
Requested by Asa Nelson (Nelson Monument Co.), 2026-07-09. Wants to self-upload the state's full cities/counties sales-tax table rather than emailing it in. Quote: 'I would love access to be able to mass upload myself.' Fathom: https://fathom.video/calls/741329593

Dennis Rodin 7 days ago
Feature Request
Fathom
Self-service upload of the state sales-tax table (all cities + counties)
Requested by Asa Nelson (Nelson Monument Co.), 2026-07-09. Wants to self-upload the state's full cities/counties sales-tax table rather than emailing it in. Quote: 'I would love access to be able to mass upload myself.' Fathom: https://fathom.video/calls/741329593

Dennis Rodin 7 days ago
Feature Request
Fathom
Bulk inventory import from spreadsheets (any format, AI reformats)
Requested by Asa Nelson (Nelson Monument Co.), 2026-07-09. Asa is building Excel sheets of all inventory (faces, foundations, 'odds') and wants to mass-upload them; any format should work with AI reformatting on import. Fathom: https://fathom.video/calls/741329593

Dennis Rodin 7 days ago
Feature Request
Fathom
Bulk inventory import from spreadsheets (any format, AI reformats)
Requested by Asa Nelson (Nelson Monument Co.), 2026-07-09. Asa is building Excel sheets of all inventory (faces, foundations, 'odds') and wants to mass-upload them; any format should work with AI reformatting on import. Fathom: https://fathom.video/calls/741329593

Dennis Rodin 7 days ago
Feature Request
Fathom
Bidirectional QuickBooks and inventory sync (with item-number collision safeguard)
Requested by Asa Nelson (Nelson Monument Co.) on the 2026-07-09 Fathom call. Gating concern for full adoption: inventory must sync bidirectionally with QuickBooks, with a safeguard against item-number collisions (the same item number existing in both QuickBooks and MonuDesk). Fathom: https://fathom.video/calls/741329593

Dennis Rodin 7 days ago
Feature Request
Fathom
Bidirectional QuickBooks and inventory sync (with item-number collision safeguard)
Requested by Asa Nelson (Nelson Monument Co.) on the 2026-07-09 Fathom call. Gating concern for full adoption: inventory must sync bidirectionally with QuickBooks, with a safeguard against item-number collisions (the same item number existing in both QuickBooks and MonuDesk). Fathom: https://fathom.video/calls/741329593

Dennis Rodin 7 days ago
Feature Request
Purchase Order Notes
We do not think the vendor PO form needs to know the installation notes. that could be confusing for them. Not a huge item, but something that maybe others should be asked about.

Asa 7 days ago
Feature Request
Purchase Order Notes
We do not think the vendor PO form needs to know the installation notes. that could be confusing for them. Not a huge item, but something that maybe others should be asked about.

Asa 7 days ago
Feature Request
Planned
freeze headings in Order Summary
I was playing with Order Summary--it'd be nice if you would freeze the top column heading line so when we scroll down the headings stay viewable

Kim 8 days ago
Feature Request
Planned
freeze headings in Order Summary
I was playing with Order Summary--it'd be nice if you would freeze the top column heading line so when we scroll down the headings stay viewable

Kim 8 days ago
Feature Request
NEED SPACE FOR 2 PHONE NUMBERS AND WHICH PHONE NUMBER IS FOR WHICH
I THINK WE NEED SPACE FOR AT LEAST 2 PHONE NUMBERS ..ie cell phone , land line and or work # and we should be able to know which # is for what …..

Brian 8 days ago
Feature Request
NEED SPACE FOR 2 PHONE NUMBERS AND WHICH PHONE NUMBER IS FOR WHICH
I THINK WE NEED SPACE FOR AT LEAST 2 PHONE NUMBERS ..ie cell phone , land line and or work # and we should be able to know which # is for what …..

Brian 8 days ago
Feature Request
In Progress
QuickBooks inventory sync
We keep our inventory in QuickBooks too, so we need MonuDesk's inventory to sync with QuickBooks inventory instead of maintaining both by hand. — Kim & Rick (Shafer Memorials)

Dennis Rodin 10 days ago
Feature Request
In Progress
QuickBooks inventory sync
We keep our inventory in QuickBooks too, so we need MonuDesk's inventory to sync with QuickBooks inventory instead of maintaining both by hand. — Kim & Rick (Shafer Memorials)

Dennis Rodin 10 days ago
Feature Request
Fathom
Separate die and base pricing for wholesale
For our wholesale accounts we'd rather price the die and the base separately instead of everything bundled into a single stone price. That's how our wholesale buyers think about it.

Asa 10 days ago
Feature Request
Fathom
Separate die and base pricing for wholesale
For our wholesale accounts we'd rather price the die and the base separately instead of everything bundled into a single stone price. That's how our wholesale buyers think about it.

Asa 10 days ago
Feature Request
Fathom
Trip ticket / setting list grouped by cemetery and zone
A trip ticket for the day's installs, grouped by cemetery and zone, so the crew can load the truck once and run an efficient route instead of criss-crossing the county.

Brandon Palmateer 10 days ago
Feature Request
Fathom
Trip ticket / setting list grouped by cemetery and zone
A trip ticket for the day's installs, grouped by cemetery and zone, so the crew can load the truck once and run an efficient route instead of criss-crossing the county.

Brandon Palmateer 10 days ago
Feature Request
Fathom
Manually link an order to an existing QuickBooks customer
MonuDesk created a brand-new QuickBooks customer called "Basinger" instead of matching our existing "Basinger, Patricia", so now we have duplicates. Let us type the last name and pick the right existing QuickBooks customer ourselves. Our old system did it that way and it worked. — Kim & Rick (Shafer Memorials)

Dennis Rodin 10 days ago
Feature Request
Fathom
Manually link an order to an existing QuickBooks customer
MonuDesk created a brand-new QuickBooks customer called "Basinger" instead of matching our existing "Basinger, Patricia", so now we have duplicates. Let us type the last name and pick the right existing QuickBooks customer ourselves. Our old system did it that way and it worked. — Kim & Rick (Shafer Memorials)

Dennis Rodin 10 days ago
Feature Request
Fathom
Production calendar
We'd love a production calendar that works like the install calendar but for shop work, tied into the order overview, so we can plan what gets cut and carved when.

Asa 10 days ago
Feature Request
Fathom
Production calendar
We'd love a production calendar that works like the install calendar but for shop work, tied into the order overview, so we can plan what gets cut and carved when.

Asa 10 days ago
Feature Request
Fathom
Email the customer automatically when their install is scheduled
When we schedule or finalize an install on the calendar, automatically send the customer an email letting them know. Saves us calling every family individually.

Asa 10 days ago
Feature Request
Fathom
Email the customer automatically when their install is scheduled
When we schedule or finalize an install on the calendar, automatically send the customer an email letting them know. Saves us calling every family individually.

Asa 10 days ago
Feature Request