Binders, a whiteboard and a spreadsheet only one person can open.
It works until an order slips. Here's what that costs, and what changes with everything on one screen.
Six questions paper can't answer quickly.
- Where is this family's stone?
- On paper: Find the folder, then call the shop.
- In MonuDesk: Search the name. The stage is right on the order.
- Have they paid the balance?
- On paper: Pull the contract and read the payments written on it.
- In MonuDesk: The balance is on the order, and families can pay online.
- Did they approve the drawing?
- On paper: Look for the email, the fax or the signature.
- In MonuDesk: They approve it in their portal, and you get notified.
- Is the cemetery application in?
- On paper: Check the whiteboard, if someone updated it.
- In MonuDesk: It's a to-do on the order, with the name of who's on it.
- What's ready to install this week?
- On paper: Walk the shop and read the whiteboard.
- In MonuDesk: A list by promise date, grouped by cemetery (Pro).
- What did we put on this stone two years ago?
- On paper: Somewhere in the file cabinet.
- In MonuDesk: Every past order, with its drawing, one search away.
On paperIn MonuDesk
Where the week goes in a monument shop.
- hours a day looking for information
- 1.5–2
- Monument dealer, Kentucky
- minutes a day retyping orders into QuickBooks
- 30–60
- Monument dealer, Tennessee
- calls every evening to tell families their lettering is done
- 12
- Monument dealer, New York
- of 50 calls a day were families asking where their order was
- 40
- Wendy Feliciano, Carbone Memorials
“For those clients of mine that actually have an email address, I can just send them the portal. So now, instead of getting 50 calls a day with 40 of them being clients asking where we are in the process, I'm just getting calls for new monuments.”
“No one can use the XLS sheet but me. Big bottleneck!”
“It's been nine months. It should be done. And then you go and look, and their drawings are in file storage because someone didn't upload them.”
“But paper works for us.”
Until the one person who knows where everything is takes a day off.
“The cool thing is, I type this in once, and I get it on quotes, and I get it on designs.”
“I think it's night and day compared to what we were doing.”
Questions dealers ask before they start
Try MonuDesk for 7 days.
Put your next orders in it and see what your week looks like.