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Huge MonuDesk Update: Commissions, reminders on a note, customer pickup & a faster app

Commissions are built in, a note can remind you when you need it, an order can skip the cemetery as a customer pickup, and the whole app is quicker.

💰 Commissions

  • Settings → Commissions — payout rules for your reps and referral partners: who a rule pays, what it applies to, and whether they earn a percentage or a flat amount.

  • A Commissions tab on the order — open any order and see what each person earns on it, worked out from the order itself instead of a spreadsheet.

🔔 Reminders on a note

  • Notes & Files → the bell beside the note box — set a reminder while you write the note, at a real time of day, with one-tap picks like 15 min, 1 hour or 3 hours.

  • It comes back to you — the reminder arrives in your notification bell, and you can tick it done from there so it stops.

  • The note carries its reminder — a reminder shows on the note itself, and you can click it to move it or take it off.

⚡ Faster App

  • The New Quote wizard is quicker now — moving between steps and saving a draft no longer make you wait; the save runs behind the screen while you carry on.

  • Updating a quote returns you to the board instead of holding you on a spinner, and the board refreshes on its own.

  • Search from two characters — the order board, the order search and the Insights pages start filtering a character sooner. (@Tim, this one’s for you)

📦 Customer pickup

  • Cemetery & Logistics → Cemetery — the package button marks an order customer pickup: no cemetery, no cemetery fee, scheduling still open.

🗂️ The order board

  • Archives — the archive-box button opens Completed and Cancelled Orders, where Restore to board puts an order back in its stage and Delete order takes it out of every list.

  • Board zoom — the pill at the bottom right steps the board down to 60%, so more of the pipeline fits.

🪨 On the quote

  • Items & Configuration → Monument Type — a Footstone card with its own dimensions, colour, finishes, inventory bucket, board filter and PDF label.

  • Service → Lettering & Inscription — up to ten people on one work order, each name and date with its own Engrave this tick; the shop ticket splits them into ENGRAVE THIS and NOTES.

🧾 Billing and QuickBooks

  • Settings → Order Management → How stones are itemised — bill a stone's die and base as one line or two, on documents and in QuickBooks.

  • Base price — a stone with base dimensions gets its own Base box in the pricing panel; money moves off the die line and the order total does not change.

  • Review & Create → QuickBooks fees & custom lines — match a cemetery fee or custom line to the QuickBooks Online (QBO) item it belongs to, remembered for that location.

  • Create new product (Review & Create → QuickBooks products) — build a line's inventory and QBO product from the order itself.

  • Settings → Integrations → Order sync activity — find a synced order by the customer's name or email, not just the order number.

📦 Purchase orders and stock

  • PO Tracking (sidebar, Pro) — every purchase order grouped by vendor, with search, Active / Completed filters and Mark completed.

  • Add stones to inventory? — completing a PO tops up the linked products with what the vendor cut.

  • Generate Purchase Order → Include installation notes — send the cemetery notes to a supplier who is setting the stone, beside the stone's Supplier Notes.

📄 Documents and print

  • Generate window — untick every drawing and the document prints an Additional Details box with the inscription, Design Notes included on the Contract; the cemetery pin map is picked here too.

  • Print — the calendars' Day view prints the crew an Install or Production Schedule, and Insights → Order Summary prints the rows on screen.

The rest

  • Order popup ⋯ → Send to Supplier — a read-only copy lands on a connected supplier's board, your pricing blanked out.

  • Settings → Cemeteries → Cemetery Requests — approve the cemeteries your partners could not find.

  • Settings → Profile — a new section, with Auto Sign-out after a day of inactivity and your email signature.

  • Conversations — clicking a thread's order chip opens that order in a popup over your inbox, so you keep your place.

  • Activity Timeline — an order's history now names the stage it moved into and the one it came from.

  • Notes & Files → Files — after an upload, a prompt notifies the customer and flips the file to External for the portal.

  • Cemetery picker — type a town or address, not only the name; Settings → Cemeteries adds a Cemetery Link field and Cemetery Files.

  • Settings → Order Management → Card Display — a Stone type row for the cards.

  • Accessories — a vase variant on All colors picks up colours you add later, and every account starts with a catalogue of 32 urns priced by capacity.