Daily work & first calls
- Dashboard and Today
- See open cases, upcoming services, arrangements and tasks due today.
- First calls
- Record a first call or review a call from your answering service before opening a case.
- Case register and search
- Find cases by name or case number and filter the case list.
- Saved case lists
- Save shared case lists with the columns and filters your team needs.
- Assigned checklists
- Assign tasks and deadlines. Linked checklist items update as case details are completed.
- Case assignments and notifications
- Assign a director, follow cases and receive updates about the work.
Case records & arrangements
- The case record
- Keep decedent details, family contacts, arrangements, paperwork, care and accounts together.
- Family and professional contacts
- Record the informant, next of kin and payer separately. Keep a shared directory of professional contacts.
- Vital statistics
- Prepare death certificate details and review answers supplied by the family.
- Licence and document scanning
- Read details from a licence, certificate or DD-214 and check them before adding them to the case.
- Military service details
- Keep military service details with the case.
- Case closure and history
- Archive completed cases and keep their records and history available.
Services, merchandise & follow-up
- Shared service calendar
- Schedule services and arrangements with times, venues and staff. View them in your usual calendar.
- Venues and assignments
- Keep venue details and staff assignments with each service.
- Merchandise tracking
- Track merchandise orders and deliveries against the family’s statement.
- Waiting for information
- Keep track of answers you are waiting for from families, doctors, registrars and other providers.
- Checklists and case tags
- Reuse your firm’s checklists and organise cases with tags.
Removals, care & cremation
- Removal dispatch
- Assign removal crews and vehicles, then follow the collection through to completion.
- Crew location sharing
- Crews can share their location during a removal.
- Chain of custody
- Record who has care of the decedent, with times and locations. Scan identification tags from a phone.
- Preparation and care records
- Keep preparation work, care events and their times with the case.
- Cremation records and day log
- Record the authorisation, retort, identification disc, operator and run times in the cremation log.
- Vehicles and cremation units
- Keep vehicle and retort records for each location.
Price lists, contracts & signatures
- The firm’s price list
- Manage products, packages and prices. Import a spreadsheet or produce your General Price List.
- Itemised goods and services
- Prepare an itemised statement with your firm’s charges, cash advances and disclosures.
- Tax and contract totals
- Set tax rates by category and calculate case totals.
- In-person and remote signatures
- Collect signatures in person or through the family link, and keep the signed documents with the case.
- Co-signers and voided contracts
- Add a co-signer and keep a record of voided contracts.
- Arrangement worksheet
- Print an arrangement worksheet to use with the family.
Forms & documents
- Your own Word and PDF forms
- Use your own Word and PDF forms, filled with details from the case.
- Case document storage
- Keep paperwork with each case and limit access to financial documents.
- Family document review
- Share selected documents with the family for review before signing.
- Certificate worksheets and exports
- Prepare certificate worksheets and export certificate details.
- Document capture
- Photograph documents and check the details before adding them to the case.
Family portal & communication
- Private family links
- Choose what the family can see through a private link and when access ends.
- Family information and photographs
- Collect family information and photographs, and review certificate answers before adding them to the case.
- Obituary review and publishing
- Draft, review and publish the obituary with the family.
- Merchandise showroom
- Show the family selected caskets and urns at your firm’s prices.
- Email and text messages
- Send emails and text messages using your firm’s templates, and check their delivery status.
- Scheduled aftercare
- Schedule follow-up messages after a death or service. Change the date or skip a message when needed.
Payments & receivables
- Case accounts
- See payments received, corrections and the remaining balance for each case.
- Family card and bank payments
- Let families pay by card or bank transfer through a private payment link.
- Payment plans
- Record instalment dates and amounts, and track the balance still owed.
- Refunds, voids and write-offs
- Record refunds, voids and write-offs while keeping the original payment history.
- Aged receivables and collections
- See overdue accounts and follow up on outstanding balances.
- Insurance assignments
- Record assigned policies and track settlement payments.
Disbursements, banking & accounting
- Cash-advance disbursements
- Record cash-advance payments to suppliers against the family’s statement.
- Supplier invoices
- Read the payee, reference and amount from an invoice and check them before recording the expense.
- Check register and printing
- Manage checkbooks, record checks and print on your own check stock.
- Deposit records
- Group payments into a deposit and check its total.
- Accounting journal download
- Download the accounting journal for a chosen period.
- QuickBooks journal posting
- Send accounting journal entries to your connected QuickBooks company and check the results.
Pre-need funding
- Funding register
- Keep a register of existing pre-need insurance and trust funding, including providers and amounts.
- Dated statement balances
- Record balances, interest and charges from dated statements.
- Portfolio review
- Review funding totals by location and see which accounts need an up-to-date statement.
- Apply funding after a death
- Apply recorded funding to an at-need case and track insurance settlements.
- Purchaser view
- Let purchasers view their recorded funding and statement balances.
The firm’s website & online requests
- Website from the firm’s records
- Publish your firm’s website with your branding, locations, staff, prices and obituary pages.
- Obituary pages and archive
- Publish obituaries and keep an archive of past notices.
- Staff profiles and public prices
- Choose which staff profiles and prices appear on your website.
- Connect an existing website
- Share obituaries with your existing website through a supported connection.
- Online arrangement requests
- Receive direct-cremation requests online and open a case from the details you accept.
Reports, staff & access
- Case and financial reporting
- Review cases, payments, cash advances, merchandise and pre-need funding by period, location or director.
- Multiple locations
- Manage location details, case numbering and staff access across your firm.
- Staff roles and invitations
- Invite staff and choose which locations and financial information they can access.
- Staff licence records
- Keep professional licence details and expiry dates in one place.
- Activity and sensitive-data access
- See who changed records and when, including access to social security numbers.
- Two-step sign-in
- Use two-step sign-in and require it for everyone in the firm.
Migration, exports & connections
- Moving case records
- Bring across cases, contacts, charges, payments and service details, with a sample to check first.
- Moving documents
- Bring document files across and match them to the right cases.
- Price-list and directory imports
- Import price lists and professional contacts from spreadsheets.
- Download your records
- Download your records and document files.
- Connections to other systems
- Share records and updates with other systems through a read-only connection.
- First calls and shared calendars
- Review first calls from your answering service and share the service calendar.
Field work & conference tools
- Staff field app
- Look up cases, record first calls, photograph documents and manage removals on a phone.
- Information waiting to send
- Keep track of information waiting to send when a connection returns.
- Offline reading and printing
- Save case and price-list copies to read or print when you are offline.
- Arrangement conference recording
- Record arrangement meetings with consent and keep a transcript for staff to review.
- Obituary drafting
- Prepare an obituary draft from reviewed notes for staff and family to check.
