Run every case from first call to final payment.
FuneralHQ keeps case files, documents, signatures, payments, preneed, and QuickBooks in one record, so your team always knows where every case stands.
No pressure. See a real sample case in 20 minutes.
See exactly how one case moves through FuneralHQ
Step through the Williams case from first call to closed books, and watch the status, documents, payment, and balance move with the work.
From first call to final payment
Every stage of a case lives in one connected record, so details stop falling through the cracks between systems.
Capture the first call
Create a case, assign staff, add family contacts, record disposition type, and start the arrangement checklist.
Build the arrangement file
Keep service details, decedent information, merchandise, notes, tasks, and documents together.
Send documents for signature
Generate the packet, send it to the family, track completion, and store the signed copy.
Collect payment
Accept card, ACH, deposits, and payment plans while the case balance stays visible.
Sync to QuickBooks
Push invoices, payments, and customer records to QuickBooks Online or Desktop without retyping.
AI assistance that keeps your staff in control
FuneralHQ helps capture handoff notes, organize forms, and surface prior context, while staff review stays part of the workflow before anything is saved, sent, or finalized.
Voice handoff notes
Speak naturally after a family meeting. FuneralHQ turns the note into a structured handoff inside the case for the next person to review.
Paper-to-case capture
Still use paper? Snap a photo of a worksheet or handwritten note so important details stay attached to the case and searchable later.
Case memory
Surface whether you have served a family before, with related cases, contacts, and prior notes, so a returning family is met with the context you earned.
Form autofill assistance
Map your templates once, with staff reviewing the fields, then repeated documents populate from the case record. Less retyping, not blind automation.
Plain-English case search
Ask what is missing, unpaid, or unsigned, or what the next person needs to know. It searches only your firm’s records and keeps staff in control.
Assistive, not autonomous
Why funeral operations are harder now
Cremation growth, pet aftercare, remote families, and price transparency are reshaping how funeral homes operate. FuneralHQ helps your team stay organized without adding another disconnected tool.
Sources: NFDA cremation statistics, Grand View Research pet funeral market, and FTC Funeral Rule.
As cremation passes 60% of U.S. funerals, firms need cleaner records and better follow-up across more case types.
Firms now offer pet cremation alongside human deathcare. FuneralHQ keeps it in the same workflow with separate reporting.
Remote planning, e-signatures, and online payments are no longer optional. They are now part of how families experience your firm.
Pricing transparency and required disclosures make clean records more important. Clean case records and payment histories help your team keep disclosures routine, not risky.
Everything a case needs, connected
Six modules, one shared case record. Pick a module to see what your team actually works in.
Works with the tools your office already uses
The logo matters less than what actually moves. FuneralHQ shows what syncs, where it goes, and whether your team still has to retype it. You do not.
Go live with your first case in about a week
A guided first week, not a vague setup promise. You run your first live case in week one, with help the whole way.
Import review
Export from your current system or upload a sample. We map what comes over together.
Cases & contacts
Set up users, locations, permissions, and how your fields map into FuneralHQ.
Documents, payments, accounting
Configure templates, signature packets, payment settings, and QuickBooks sync.
Training & first live case
Train your staff and run a real case with our team standing by.
Built for sensitive family and financial records
Designed for sensitive family records, financial records, staff permissions, and audit trails. Access controls, encryption, backups, and export tools help your firm protect information and stay accountable.
Security setup depends on your plan, workflow, and integrations. We review the relevant controls with you during your demo.
See security detailsRole-based access by location
Staff only see the cases, reports, and locations their role allows.
Document and e-signature audit trail
Signed documents are timestamped and stored with the case record.
Encrypted in transit and at rest
Sensitive case and financial data is protected in transfer and storage.
PCI-compliant payment processor
Card and ACH payments are processed through a vetted payment partner.
Automated backups
Records are backed up on a defined schedule.
Export your data anytime
Export case, contact, document, and payment records when you choose.
Transparent pricing, no surprises
Start with the workflow you need today. Add payments, preneed, multi-location reporting, and advanced support when your operation requires it.
Most independent funeral homes start with Professional.
Starter
Best for one-location firms moving from spreadsheets and shared drives.
Professional
Best for firms that want payments, documents, and QuickBooks connected.
Business
Best for firms with preneed or more than one location.
Enterprise
Best for multi-location groups and custom integrations.
Questions funeral homes ask before switching
If it is not covered here, a 20-minute demo will show it in context.