March 27th, 2026

Custom Monument Colors, Smart Search, Payment Notes, and Document Generation

๐ŸŽจ Custom Monument Colors

You can now add and edit your own granite colors. Go to Settings and create the exact color names your suppliers use. No more picking from a generic list that doesn't match your stone catalog.


๐Ÿ” New:ย Smart Searchย 

You can now search and filter by:ย 

  • cemetery,

  • stone color,

  • stone type,

  • service type,

  • order number,

  • decedent name,ย 

  • customer name,

  • customer email oooor

  • phone numberย 

Type a cemetery name like "Fairview" and the board filters down to only show your Fairview orders. Search "India Red" and you'll only see orders with that granite color. Need to find all your cleaning jobs? Search "Cleaning" and only those service orders show up. One search bar, every way to find what you need.


๐Ÿ’ณ Payment Notes

When you record a payment, there's now a notes field where you can write down the check number, a reference, or any detail you need to remember. Quick and simple.


๐Ÿ“„ Generate Documents on Demand

New document generation buttons let you manually create invoices, receipts, contracts, and shop tickets whenever you need them.

Edited an order and need an updated invoice? Just click Generate Invoice and you'll get a fresh one with the current data.


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