Organize orders by promise dates
For orders, add a sorting option of "by promise date" starting with the soonest dates at the top.
Scott Cahrenger 5 days ago
Feature Request
Organize orders by promise dates
For orders, add a sorting option of "by promise date" starting with the soonest dates at the top.
Scott Cahrenger 5 days ago
Feature Request
Bulk Invoices Include Decedent Name
When creating bulk invoices, our customers need to see the name of the decedent for each order.
Scott Cahrenger 9 days ago
Feature Request
Bulk Invoices Include Decedent Name
When creating bulk invoices, our customers need to see the name of the decedent for each order.
Scott Cahrenger 9 days ago
Feature Request
Planned
Order total at top of order management page
perhaps one day there can be a way to only be able to see active orders as the order total and not include the completed ones or ones in the quote stage
Kaleigh 20 days ago
Feature Request
Planned
Order total at top of order management page
perhaps one day there can be a way to only be able to see active orders as the order total and not include the completed ones or ones in the quote stage
Kaleigh 20 days ago
Feature Request
Inventory Sheet
It would be great to be able to print a spreadsheet with inventory to be able to bring with me to storage area and mark if anything is off in our numbers
Kaleigh about 1 month ago
Feature Request
Inventory Sheet
It would be great to be able to print a spreadsheet with inventory to be able to bring with me to storage area and mark if anything is off in our numbers
Kaleigh about 1 month ago
Feature Request
Planned
Enable a Follow-up Feature
Maybe we could add a “next follow-up date” feature on each order where you would enter a date you would need to follow-up on that order again. Maybe you could also allow for multiple follow-ups on an order. You could even a short note field where you explain each follow-up. For example, Date “7/21/26” - Note “Drawing”, Date “7/27/26” - Note “Stone order”, Date “8/2/26” - Note “Picture for Etching”.
Scott Cahrenger about 1 month ago
Feature Request
Planned
Enable a Follow-up Feature
Maybe we could add a “next follow-up date” feature on each order where you would enter a date you would need to follow-up on that order again. Maybe you could also allow for multiple follow-ups on an order. You could even a short note field where you explain each follow-up. For example, Date “7/21/26” - Note “Drawing”, Date “7/27/26” - Note “Stone order”, Date “8/2/26” - Note “Picture for Etching”.
Scott Cahrenger about 1 month ago
Feature Request
In Progress
FILE SIZE
CURRENTLY YOU CAN ONLY ADD A FILE THAT IS NO LARGER THAN 10MB - CAN YOU INCREASE THAT SIZE ?
Brian about 1 month ago
Feature Request
In Progress
FILE SIZE
CURRENTLY YOU CAN ONLY ADD A FILE THAT IS NO LARGER THAN 10MB - CAN YOU INCREASE THAT SIZE ?
Brian about 1 month ago
Feature Request
In Progress
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 about 2 months ago
Feature Request
In Progress
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 about 2 months 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 about 2 months 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 about 2 months 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 about 2 months 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 about 2 months ago
Feature Request
Planned
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 about 2 months ago
Feature Request
Planned
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 about 2 months ago
Feature Request
Fathom
Family Portal: change-request field on drawings
In the family portal, families can approve a drawing, but if they want a change they have to call or email us. Give them a field to type their change request right on the drawing so it all stays in one place.
Brandon Palmateer about 2 months ago
Feature Request
Fathom
Family Portal: change-request field on drawings
In the family portal, families can approve a drawing, but if they want a change they have to call or email us. Give them a field to type their change request right on the drawing so it all stays in one place.
Brandon Palmateer about 2 months ago
Feature Request
Fathom
AI: create an order or contact from an incoming email
When someone emails us asking about a stone, it would be amazing if MonuDesk could read the email and create the contact, or even a draft order, right from the inbox instead of me re-typing everything.
Brandon Palmateer about 2 months ago
Feature Request
Fathom
AI: create an order or contact from an incoming email
When someone emails us asking about a stone, it would be amazing if MonuDesk could read the email and create the contact, or even a draft order, right from the inbox instead of me re-typing everything.
Brandon Palmateer about 2 months ago
Feature Request
APPROVED LAYOUTS ON PIPELINE
When a customer approves a drawing, I know that it shows a green checkmark when you open the order, but I would like for it to show in the pipeline either by the order name having a checkmark or maybe have the order name turn green or something when the layout is approved. That way I can see it in the pipeline overview who has approved their layouts without opening every individual order.
Madeline 2 months ago
Feature Request
APPROVED LAYOUTS ON PIPELINE
When a customer approves a drawing, I know that it shows a green checkmark when you open the order, but I would like for it to show in the pipeline either by the order name having a checkmark or maybe have the order name turn green or something when the layout is approved. That way I can see it in the pipeline overview who has approved their layouts without opening every individual order.
Madeline 2 months ago
Feature Request
In Progress
SMS notifications in the customer portal
Requested by: Ghandi High-priority ask: SMS notifications to customers to increase customer-portal engagement. Source: Call 716365618
Dennis Rodin 2 months ago
Feature Request
In Progress
SMS notifications in the customer portal
Requested by: Ghandi High-priority ask: SMS notifications to customers to increase customer-portal engagement. Source: Call 716365618
Dennis Rodin 2 months ago
Feature Request
Add saved lettering presets for our most common setups
Now that each line can have its own lettering style, instead of copying the style from another line every time, I'd love to have saved presets, like preset 1, preset 2, preset 3, for the most common lettering setups we use. Then I could just pick the preset for a line instead of rebuilding or copying it each time. It would speed up entry a lot since we tend to reuse the same few lettering starts over and over.
Davida 3 months ago
Feature Request
Add saved lettering presets for our most common setups
Now that each line can have its own lettering style, instead of copying the style from another line every time, I'd love to have saved presets, like preset 1, preset 2, preset 3, for the most common lettering setups we use. Then I could just pick the preset for a line instead of rebuilding or copying it each time. It would speed up entry a lot since we tend to reuse the same few lettering starts over and over.
Davida 3 months ago
Feature Request
Let me choose whether the discount applies before or after tax
I need to be able to choose whether a discount is applied before tax or after tax. Right now MonuDesk always applies the discount before tax, which lowers the taxable amount. I book my discounts after tax in QuickBooks, so on a recent order a $75 discount created about a $5 difference between MonuDesk and QuickBooks because the taxable base didn't match. QuickBooks lets me pick before-tax or after-tax. I need MonuDesk to let me pick too, so my numbers reconcile and I'm not fixing cent-level differences by hand.
Davida 3 months ago
Feature Request
Let me choose whether the discount applies before or after tax
I need to be able to choose whether a discount is applied before tax or after tax. Right now MonuDesk always applies the discount before tax, which lowers the taxable amount. I book my discounts after tax in QuickBooks, so on a recent order a $75 discount created about a $5 difference between MonuDesk and QuickBooks because the taxable base didn't match. QuickBooks lets me pick before-tax or after-tax. I need MonuDesk to let me pick too, so my numbers reconcile and I'm not fixing cent-level differences by hand.
Davida 3 months ago
Feature Request
Suggestion To Dos
On the last page of a new order, maybe having the list of to-do’s to be checked off, so once you create the order the correct statuses will automatically show up on the Kaban card.
Kaleigh 4 months ago
Feature Request
Suggestion To Dos
On the last page of a new order, maybe having the list of to-do’s to be checked off, so once you create the order the correct statuses will automatically show up on the Kaban card.
Kaleigh 4 months ago
Feature Request