What's Next for MonuDesk

QR codes on inventory pieces for in-yard scanning

QR codes on each stone in inventory so my staff can walk around the yard with a customer, scan a stone with their phone, and see its details — color, price, size, whether it's reserved. Tied into the inventory system, with buttons like "Reserve for customer" and "Remove from inventory". Long-term, useful for receiving shipments too.

Map view / geographic grouping

Map view of orders grouped geographically. Useful for installation planning and route optimization.

Auto-pricing by stone dimensions

Calculate stone price automatically from dimensions (height x width x thickness x material rate) instead of manual entry.

Sage integration

It would be nice to have an integration with Sage — same sync concept as the QuickBooks integration.

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.

Wholesale net-30/net-15 billing flow

Asa's wholesale doesn't collect upfront. Order stays as quote until delivery, becomes invoice, net-30 starts. **Needs:** (A) confirm order without payment and without warning popup (B) keep in production without invoice (C) manually trigger invoice on delivery day (D) net-30/net-15 terms per wholesale customer Ties to B2B portal. Ricky has a related ask for wholesale tax-exempt option in the same flow. [FB: 1v]

Pin favorite granite colors at the top of the list

Move favorite granite colors to the top of the granite list and leave the rest in alphabetical order. We all have the most popular colors we use every day, and they're different for everyone — no sense scrolling through the full list looking for the one we use constantly.

Pipeline

Would like to have a separate pipeline for service orders and bronze order. Due to orders being missed/and overlooked. Turnaround time and order process is different.

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.

when opening archived orders, completion dates listed are incorrect

Expense tracking

I'd like to track shop expenses alongside revenue — vendor invoices, shop supplies, fuel, tools, subcontractor payments. Either per-order expense logging (so I can see profit/loss per order), a general expense ledger, or both.

Let me change the size labels to width × thickness × height

When I put in the sizes, the fields say length where I'm used to width, and on the base I had to ask if the thickness is the height. The way I think about it is the width, the thickness and the height, for the stone and for the base. If there was a setting where I could change the labels or swap the order to width × thickness × height, that would help me out a lot.

Porcelain photo upload on standard selection

Allow uploading the porcelain reference photo directly on the standard porcelain selection panel.

clickable links on the Client portal

On the Monudesk message portal (updates). If I url is posted to share a video etc with a Client the portal is stripping off the html so the link is not clickable.

Customer full address not saving

I'm not sure if this is an isolated thing. On ORD-445, every time I type in the full address, I go back in and the city and zip are not there.

Copy of Signed Contract in Timeline and Documents

When the customer signs their contract in the portal, there is no signed copy that shows anywhere. Can you add a signed copy of the contract in the documents section of the customer card?

Block and Tier for Plot Info

Block and Tier info doesn't show up on the order details screen or on shop tickets. Can you add this?

Etchings are Non Taxable for Us (sales tax)

Hi there.  So, since we perform our own etchings, it is non-taxable.  They fall under the same invoice category of "accessories" as vases, which are taxable.  Can etchings fall under their own invoice category?  Perhaps you have a better idea. :)

Foundations Should Show Finish

either PFT BRP, ST BRP, PFT SS, or S5

Sketches are Glitching

If I go into a sketch to edit it, it will show nothing but the original names. I have to exit and go back in again for it to show the full sketch.

Ability to edit invoice and recipet formatting

I would the ability to edit receipts and invoices to display further or simpler information. For example showing detailed payment info like check number and date received, even the ability to add a Memo (all standard QB data inputs) This would allow me to generate an invoice that shows greater payment detail which is helpful with wholesale accounts. or families where several parties are making payments.

Inventory tracking

I want to see exactly what's in the yard and what needs to be ordered. Every time an order is created, the system should check if the stone, vase, or porcelain is in stock. If it is, reserve it for that order. If it's not, flag it as needing to be ordered. I should be able to see everything on hand, what's reserved for upcoming jobs, and what's running low. Set a minimum for any item and get notified when stock gets close so I can reorder before running out. Each item should show which vendor it comes from so reordering is one step away. For shops with multiple locations, inventory should be tracked separately per yard. A few specifics that come up a lot: Per-item vendor info. Track the vendor, original vendor order number, and sales tax paid date for each item — needed for warranty returns and lifetime warranty claims years later. SKU system. Short code (user-visible, like "SG17") for counts, plus a unique identifier per physical piece for tracing. Custom categories. Same pattern as custom granite colors. Die, Slant, Marker, Base, Bevel, Bench, Monolith — let users define their own. Distinguish inventory items from non-inventory items and from services (cleaning, lettering, foundation have a price but no stock). Custom names. Let users name items themselves: "single die round top", "double slant", etc. Search when creating orders. Type "double", see all double dies, select one, auto-fill the order and deduct from inventory. In-transit tracking. "In stock" vs "in transit" vs "needs to be ordered". Mark as ordered with an ETA, mark as received. Vendor order receiving. Place a vendor order (e.g. 7 stones from McCannon), system tracks pending. On arrival, click "Received" and all pieces auto-add to inventory. Total value calculator. Running total of inventory on hand. When a piece is assigned to an order, deduct its cost. December 31st, look at one number and know exactly how much money is tied up in granite. Bronze and porcelain: no stock tracking. These are custom-ordered per family — track them via workflow to-dos, not inventory. Individual piece tracking. Each piece: SKU, color, dimensions, finish, country of origin, container/shipment number, date received, cost paid. Important for warranty (trace the piece back to its manufacturer/shipment) and cost tracking across containers from different suppliers at different tariff rates.

Editing a quote

It should be possible to edit a quote if it is not a confirmed order yet. Editing it means that I can go inside order overview and change the stone color, the size, the prices, notes, and so on.

Stone Shape field (Serp Top, Flat Top, Random, Double Heart, Angel, etc.)

Add a Stone Shape field with selectable silhouettes: Serp Top, Flat Top, Random Shape, Double Heart, Angel, etc. Should appear in the Step 4 monument-type dropdown and render in the sketch builder. Also helpful: ability to customize the serp top shape itself.

Make it possible to customize litho colors

Family name field at the top of each decedent card

Separate from the per-decedent last name. **Real example:** "Nizzolo, Grace and Ronald V." but Grace's maiden name is Smith, so the family name on the stone differs from one decedent's last name. Family name is a property of the order, decedent last names are properties of the decedents. Jarred currently workarounds by typing "John A." on one line and "Nancy L." on the next without repeating the surname.

Sales reporting dashboard

6 companies asking for a real sales reporting dashboard inside MonuDesk.

Multiple points of contact when creating an order

Add additional phone number, email, and contact name fields on the client info page so I can store multiple emails or phone numbers as alternative points of contact (the primary email would still be the one for the customer portal). Some families have 2-4 siblings who all want portal notifications.

Multiple dies or uprights on a single order

I want to be able to add more than one die or upright to a single order, especially for wingjob orders where multiple stones are part of the same memorial. Right now the system only allows one monument per order, so I have to use order notes as a workaround.

Mass-import cemeteries, vendors, and jobs from CSV / Excel

Allow bulk import of cemetery, vendor, and order records from CSV or Excel. Right now mass-import only covers vendors. Same admin offer for cemeteries (send the CSV, get it imported). Saves a huge amount of time during onboarding.

User roles and permissions

The admin should be able to decide which roles can see finances and which roles can change stages in Order Management. Specifically: hide pricing from shop staff, lock editing orders behind a permission.