Latest Updates

Follow new updates and improvements to MonuDesk.

July 14th, 2026

One new feature, plus 40+ small wins that make every workflow tighter.

πŸ“„ Combine multiple orders into one document

If a single family has three separate orders on your board (say a die, a footstone, and a service order), you can now roll them into one shop ticket, one invoice, one contract, or one purchase order.

Head to your Order Management screen and click the document icon at the top right. Select the orders you want to combine (same contact), pick which document to generate, and MonuDesk produces a single consolidated PDF with every stone and line item together. Great for wholesalers filing paperwork by PO, and great for families who don't want three separate contracts to sign.

Each source order keeps its own kanban card and stage. Only the paperwork consolidates.


The rest of the update

Everything below is a smaller win, but there's a lot of them. Skim the groups that apply to how your shop works.

πŸ‘€ Contacts and customer view

  • Contacts page redesign: every contact now shows their full order history with decedent names next to every entry

  • Search Contacts by decedent name, not just by contact name

  • Payments and files connected to a contact are now visible right on the contact page

  • Customer portal links are much shorter and cleaner

πŸ’³ QuickBooks reliability

  • Orders now sync into QuickBooks as Invoices, not as General Journal entries buried in the Deposit window

  • Phantom deposits, wrong entry types, and duplicate records from the payment sync are fixed

  • Every synced record now populates a DocNumber so you can find MonuDesk transactions in QB by name

  • Every order has a per-order sync status log showing exactly what synced when

  • Multi-location customers with one QuickBooks account per location now sync to the right QBO

πŸ’° New Quote and pricing

  • Quote deposit terms (50/50, 30/70, etc.) now show what the family owes without marking it as paid

  • Three-payment split (34/33/33) as a preset

  • Per-order price override works on every accessory and line item, not just monuments

  • Custom service types can now be added in Settings

  • Ledger added as a monument type

  • Frosted Inlaid added as a lettering style

  • PFT MG and PFT SS base finishes, auto-created as distinct inventory rows

  • Porcelains renamed to Photos across the app, with color options for bronze and metal vases and color search

  • Keyboard navigation for the customer autofill dropdown

πŸ“‹ Orders and to-dos

  • Order to-dos now seed reliably when an order leaves the Quote stage, even if it skips Confirmed Order (porcelain, vase, laser, hand etching all covered)

  • Pick which drawings go on the shop ticket instead of getting all of them

  • Reopening a draft order no longer resets your custom sales tax back to 9%

  • Turning off "amount to be recorded" no longer records a payment anyway

  • New-contact order creation no longer fails with "quote ID missing"

  • Mock name in New Quote's final step and duplicate row on step one are fixed

πŸ“„ Documents

  • Foundation sizes now render correctly on the Purchase Order

  • Contract pulls the correct location's contact info on multi-location accounts

🚚 Installations

  • Service dimensions show a dash instead of "0x0x0"

  • Schedule an install even without a cemetery on the order

πŸ‘₯ Team and permissions

  • Office-role users with full permissions no longer see an empty Settings page

  • Office-role owners can now @-tag and assign tasks to other owners

  • Multi-user addition on the Users page works correctly

  • Conversations: mailbox share label no longer shows "only me" when the inbox is actually shared

  • MonuPay onboarding no longer blocks on the last name field


Open app.monudesk.com and try Combine with... on any order.

July 9th, 2026

Conversations, Inventory, Analytics, and Calendar scheduling, now in one plan.

Monudesk Pro is here!

Early Bird runs your orders. Pro grows your business, with four tools built to help you sell more, get paid faster, and plan smarter.

  • πŸ’¬ Conversations Every customer email, right on the order. Connect Gmail or Outlook and keep your whole team in the loop.

  • πŸ“¦ Inventory Track granite, vases, and photos with reorder alerts and SKUs, synced automatically from every order.

  • πŸ“Š Analytics One dashboard for outstanding balances, tax by county, average order value, and your best-selling stone types.

  • πŸ—“οΈ Calendar scheduling Plan installs by route. Group your week by cemetery, county, or zone so one trip covers the whole run.

Pro is $249/month, billed annually.

[Upgrade to Pro]

Questions about your plan? Just reply to this email.

β€” The Monudesk Team

July 6th, 2026

A step-by-step learning path built like a videogame, so you go from your first quote to power user without ever reading a wall of text.


πŸŽ“ Monucademy is live

We built a full training course for MonuDesk, laid out as 8 levels you can beat in order. Each level is a mix of short video clips and quick reads, so you learn by watching, not by wading through documentation.

Blast through Level 1 on your first day, come back for Level 4 when you're ready to customize, and unlock Level 8 once you're running the whole shop through MonuDesk.

Onboarding a new team member? Send them to Monucademy and let them level up on their own time. Coming back after a break? Jump straight to the level you left off on.

Start here or find it under Getting Started in the help center.


Ready to level up? Open Monucademy and start with Level 1.

July 2nd, 2026

Take payments online, add branch locations, and use MonuDesk on any tablet. Three of our biggest releases ever, all in one drop.


πŸ’³ MonuPay: get paid online

Customers can now pay you directly from the customer portal. They hit Pay Now, enter their card, and the money hits your account the next day.

Everything else automatically happens on its own. The payment logs to the order, the balance updates, a receipt drops right under the payment in the customer portal so the family can see it, you get notified, and the whole thing syncs to QuickBooks.

If you're already taking card payments today, MonuPay is a strict upgrade: no more re-typing the amount into QuickBooks, no more manually marking the balance as paid, no more sending a receipt as a separate email, no more chasing a family for the last check.

Fees are 2.99% for cards, 3.99% for Amex. You choose whether your shop absorbs the fee or passes it along to the customer.

Set it up in Settings β†’ MonuPay. Everything you need to get approved and start collecting is right there.

Also part of the MonuPay launch

  • You can now edit or delete any payment on any order. Fix a wrong amount, correct the date, or remove one entirely if it went on the wrong order.

Apple Pay and ACH bank transfer are next.


🏒 Run multiple shops on one account

If you have more than one location, you can now run all of them under one MonuDesk account.

At the top of the app there's a new office switcher. Pick a location to work only in that shop's world, or pick All Locations to see the whole company at once. Every part of the app respects your choice: the Dashboard, Order Management, Inventory, Insights, Tax Report, Installations, everything.

Each location keeps its own inventory, pricing, team members, and inboxes. When you write a new quote, the stone search prefills the price from that order's location, not from a master list. Wholesale contacts can now belong to more than one location.

$83 per month per added location, billed annually. Add locations in Settings β†’ Office Locations.


πŸ“± MonuDesk on your iPad

MonuDesk is now fully usable on an iPad. Same version you already know from your desktop, no stripped-down mode, no missing features. Just really satisfying to use with touch, especially the drag and drop on the order board.

No download. No App Store. Load app.monudesk.com in Safari and, if you want it to feel like a real app, hit the share button and Add to Home Screen.

Be more mobile with it. Bring your iPad to the cemetery for install day (grab a mobile data plan if you need one) and work the same way you would at your desk.


Open app.monudesk.com, turn on MonuPay in Settings, and try it end to end on your iPad while you're at it.

June 29th, 2026

New

Improved

Fixed

This is the biggest MonuDesk update by far. We rebuilt, refined, and sped up nearly every corner of the app: 12 major new features, 25 improvements, and over 100 bug fixes, all in one release. Creating a quote, talking to your customers, keeping your team in sync, it all just got better. Here is the tour.

πŸš€ The New Quote, completely reworked

The heart of MonuDesk was rebuilt from the ground up, and it shows at every step.

  • A brand-new Sketch and Inscription experience, rebuilt from the ground up to be far more intuitive and capable, with new shapes, text, photos, and freehand drawing

  • Style every line of the inscription on its own, from the lettering to the carving technique (Sandblasted, Shaped, Laser Etched, or Hand Etched), so each line of the stone looks exactly how you want

  • Create accessory-only orders, and add as many accessories to an order as you need

  • Add additional contacts to an order

  • Set the direction the monument faces

  • Apex and Custom top shapes, emblem upload, and bevel sizes that accept a slash like 10/2

  • A nicer final review screen, and a cleaner view when you open an order

πŸ’¬ Conversations: email, built in

Send and receive customer email without ever leaving MonuDesk.

  • Connect your Gmail or Microsoft Outlook account

  • Every thread sits right next to the matching contact, so you always have the full picture

  • Link an order to a conversation and pull its files straight into your reply, so everything is in one place

  • Private mailboxes for each team member, plus shared inboxes, ready-made templates, and a saved signature

πŸ”” @mention your team, and never miss a thing

The one your whole team will feel every day. Type @ to mention a teammate in a note or a to-do, and they get pinged instantly in the brand-new Notification Center.

  • @mention anyone in an internal note or a dashboard to-do

  • Assign a to-do to more than one teammate, and link it straight to an order

  • A new bell in the top bar shows assignments, mentions, and rescheduled installs in real time

  • Every notification jumps you straight to the right order, board, or calendar

πŸ“… The Installations Calendar

Plan every install on a real calendar.

  • Schedule installs with a promise date and a separate install date, and set the install time

  • Assign team members to installs, and each person sees just the events that are relevant to them

  • Weather aware: flags likely weather delays for daytime installs

πŸ” Roles and permissions, done right

As the owner, you decide exactly how MonuDesk looks and feels for everyone on your team.

  • Start from ready-made role presets for owners, office staff, sales, field, and shop

  • Control what each person can and cannot see across the whole app, down to hiding prices and gating settings

  • Customize any role completely to match how your shop works

  • Assign any order to a specific team member from the top of the order

✨ Even more

  • Documents got a full refresh: a cleaner Order Details box, sales receipts, and a redesigned two-page shop ticket

  • A smoother orders board and faster loading across the app

πŸ”§ And over 100 bug fixes

Alphabetical vendor and cemetery lists, short order names, smarter weather flags, and a big batch of quote, payment, and note fixes.

June 11th, 2026

One page to start your day. Everything that matters, right when you log in.


πŸ“Š The Dashboard is live

There's a new Dashboard tab in your sidebar. It's the page you'll open first every morning.

A to-do board for your whole team

The left side is a full to-do board. Create a task, tag it, and either keep it for yourself or assign it to a teammate. Tabs across the top let you see Everyone's tasks, filter by a specific team member, or flip to Your Personal Tasks for the stuff that's just on your plate.

Use it as your shop's task list, your delegation log, or just your daily checklist. It lives outside of any one order, so it's the right home for "call Tim back," "order more sand," or "schedule install crew."

Urgent Installs

Top right, you'll see orders sorted by promise date, closest at the top. If something's about to be due, it's at the top of the list. No more digging through the board to find what's slipping.

Drawings Awaiting Approval

Below that, every order that's currently parked in Family Approval Pending on its Drawing task. One glance tells you which families you need to chase for sign-off. Click Filter Steps to also include Must Be Created or Must Be Applied, or whatever you've renamed your steps to.

Install Weather (coming soon)

A weather forecast for your area, next to the install widgets, with a warning when conditions are risky for setting a stone on a given date. We're finishing this one up and shipping it in the next release.


πŸ“ˆ Business Intelligence

Scroll down on the Dashboard and you'll see a new Business Intelligence panel. Numbers that until now you had to guess at.

New orders, total quoted value, average order value, new customers, quoted versus won, top stone types, top colors, top services. Each one breaks down further by order type, so you can finally answer:

  • What's the average order value for flat markers this quarter?

  • How much did we quote in December, and how much closed?

  • Which stone type converts the best?

  • What was our strongest month, and why?

Free for everyone right now. Business Intelligence is part of the Pro plan when it launches in a few weeks, so make the most of it while it's open.


Also in this update

  • Drawing approvals no longer lost if the customer closes Safari mid countdown. When a family clicks Approve, the 2 minute timer now runs on our servers, not in their browser. They can close the tab, walk away, do whatever, and the approval still goes through. Same Cancel window still works if they change their mind.


Open app.monudesk.com/dashboard and you’re in.

June 9th, 2026

Oh my god this one’s an absolute banger.


πŸ‘₯ Assign to-dos to specific teammates

Every to-do on every order can now be assigned to a specific person on your team. Click the assignee slot on a to-do badge, pick a teammate, and the task is theirs.

Each person sees exactly what's on their plate. No more "I thought you were handling the foundation."


πŸ“‹ Every change on every order, on record

Every order now keeps a running log of what happened and who did it. Stage moves, edits, payments logged, documents generated, the moment the customer opened the portal, the moment they approved the drawing. All time stamped, all attributed.

If something goes sideways, the timeline is right there. If a customer disputes a change, you have the receipt.


πŸ’΅ Edit and delete payments

Payments are no longer write only. Click Edit on a payment row to fix the date, amount, method, or note. Click Delete if you logged it on the wrong order. The order balance recalculates instantly either way.


πŸ”€ Sort each stage your way

Every stage column on the order board now has its own sort menu, set independently from the others.

Options: Manual order (your saved drag order), Quote started newest, Quote started oldest, Order value highest, Order value lowest, Tasks left highest, Tasks left lowest, Group by cemetery, Decedent last name A to Z, Decedent last name Z to A.

Sort your "In Production" column by oldest quote so nothing slips. Sort "Quote" by value so you chase the biggest ones first. Each column remembers its own setting.

[Screenshot: stage column with sort menu open]


πŸ“… Set a promise date in two clicks

The promise date is back on Step 2 of New Quote, with quick add buttons for +1 month, +2 months, +3 months, and +6 months from today. Click one for a quick stamp, or pick an exact date if a family wants the stone set by a birthday or anniversary.


✏️ Service orders get the sketch page

On a death date addition, onsite lettering, or any other service order, you now get the Sketch & Inscription page with a dedicated name and date box. The customer can check spelling and the date and sign off on the same paper they would for a stone. No more typing it into the description and hoping nothing gets missed.


🏷️ Wholesale pricing (opt in)

If your shop sells wholesale, head to Settings β†’ Inventory and flip on Enable wholesale pricing. Your inventory gets a wholesale price column alongside retail, and wholesale prices apply automatically when you quote a wholesale contact. Off by default, so retail only shops never see columns they don't need.


Also in this update

  • The Foundation Order PDF now shows the Deceased Name and Foundation Position, so your foundation crew has the info they need without you writing it on a sticky note

  • Long cemetery addresses on the shop ticket now wrap to multiple lines instead of getting cut off with "..."

  • The Photos tab in Inventory no longer shows a quantity column (photos aren't really countable)

  • Monuments auto added from past orders now show a "?" in the quantity column with a tooltip explaining to set the real number

  • Multi stone orders now create an inventory row for every stone, not just the first one

  • A few backfill and smart prefill fixes so prices and names land correctly


Open app.monudesk.com and your board already has the new sort menus and assignee pickers waiting.

June 8th, 2026

We’ve added a few new features to make you more productive in your day-to-day and remove the amount of clicking & typing you need to do. Here they are!


πŸ“ Save your most used line items and reuse them with one click

When you click Add line item in New Quote, the item name is now a dropdown. Pick from items you've saved before and the name and price fill themselves in. Type a name that doesn't exist yet and click "Use [name]" to save it on the fly for next time.

Manage your saved items in Settings β†’ Saved Line Items. Edit names and prices inline, delete anything you don't use. The list sorts by what you use most, so the top item is always one click away.


βœ… Expand every order's to-dos with one click

The kanban toolbar has a new button next to the search bar. Click it once to expand every order card on the board and see every to-do at a glance. Click again to collapse them all back down.

Perfect for the morning scan: open the board, hit the button, and you can see what your whole shop is working on without clicking into a single order. When you're done, one more click puts everything back to clean.


Also in this update

  • Invoices now read Invoice Number instead of Order Number, with a clean sequence per invoice (ORD-53-1, ORD-53-2, etc). Helpful when wholesale purchasing departments need to file them.

  • Contracts got a polish pass: litho details and order notes now show on the contract, the salesperson name shows on the customer's copy, and the totals reorder to Total, then Deposit, then Balance, so customers stop thinking they owe the full amount

  • When you mark an order Completed, MonuDesk now asks if you want to check off the open tasks, so you can skip the manual cleanup


Hop into app.monudesk.com and write your next quote with the new line items dropdown.


June 3rd, 2026

New exciting update! Track your stock, set reorder alerts, and reuse any past order from New Quote, all in one place.


πŸ“¦ The new Inventory page

Find Inventory in your sidebar. Five tabs: Granite, Vases, Photos, Other, and Services.

Each tab shows total items, total value, and how many are at reorder. Track quantity, your own SKU, dimensions, colors, finishes, type (die, bevel, slant, base, marker, foundation), reorder point, your cost, the retail price your customer pays, and notes. Click any row to edit. Click Add Item for a fresh entry.

[Screenshot: Granite tab with rows, summary cards, and Add Item]


πŸ” The price book inside New Quote

This is the part that saves you time every single day.

The search bar in Step 3 when creating an order now searches your full inventory. Type a SKU, a size, a color, a stone name. Pick a match and the form fills itself in: type, color, finishes, dimensions, base config, and the price you charged last time.

You stop retyping. You stop guessing what you charged before. Inventory remembers.


βš™οΈ The page that fills itself

Flip on Auto Sync at the top and every monument you build in New Quote saves itself into Granite. No double entry.

Already have orders sitting in MonuDesk? Click Backfill from past orders once and every monument you've ever entered drops into Inventory in one shot.


Free for now

Inventory is going into our Pro plan when it launches in a few weeks, packed with more features that save serious time and money. Until then, every MonuDesk user gets full access. Get in the habit now.


Click here to open Inventory and try Backfill from past orders for a running start.


June 1st, 2026

Fewer bugs, smarter Insights pages, and a handful of small upgrades that add up.


🧹 The cleanup pass

We spent this round making MonuDesk feel better to use every day. Faster page loads, smoother animations, and a long list of small bugs squashed. Nothing flashy, but you should feel the difference within five minutes of opening the app.


πŸ” Search and more filters on every Insights page

Order Summary, Open Balances, Tax Report, Orders by Location, and Installation Planning all have a search bar at the top now. Look up a customer, decedent, or order number from any Insights page without going back to Order Management first.

Open Balances also has a new toggle to show paid orders, so you can use it as a full customer history instead of a receivables only view.

The Installations board has a new Tasks filter alongside Stages, so your field crew can plan by task type, not just stage.


πŸ’΅ New Quote remembers your deposit splits

If your shop always does 50/50, or a 3-way 25/25/50, or anything custom, New Quote now pre fills your last setup. Adjust on the fly if a particular customer needs something different.

Per company, not per user. Whoever on your team writes the next quote sees the same defaults.


πŸ’Έ Hide $ toggle

A new dollar icon in the topbar blurs every price, total, and balance across the app with one click. Useful when a customer is leaning over your screen. Click it again to bring the numbers back.


Also in this update

  • A bunch of fixes around saving data in New Quote (color, finishes, scheduling, multistone pricing, tax toggle, all sticking now)

  • The installation date range on an existing order can finally be edited and saved


Open app.monudesk.com and the app should already feel lighter.