From first call
to final settlement
Stop retyping the same case into four systems.
One record for the paperwork, the family, and every dollar.
Every system holds a different version of the same case.
FuneralHQ is funeral home management software that holds the whole case on one record, so nothing is ever entered twice.
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.
Case management from the first call through to the books
Every stage of a case lives in one connected record, so details stop falling through the cracks between systems.
Capture the first call
Case, staff, contacts, and disposition, opened on the call.
Build the arrangement file
Service details, merchandise, notes, and tasks in one place.
Send documents for signature
Generate the packet, send it, and store the signed copy.
Keep the family updated
One private page for status, signatures, and what happens next.
Collect payment
Card, ACH, deposits, and plans against the case balance.
Sync to QuickBooks
Invoices, payments, and customer records, with no retyping.
AI assistance that keeps your staff in control
Capture handoff notes, organize forms, and surface prior context. Nothing is saved or sent until a person reviews it.
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
Every one of these puts a draft in front of a person. Nothing is saved, sent, or filed until staff say so.
Four shifts reshaping funeral home operations
Each one changes what a case requires. FuneralHQ handles all four on one record, rather than adding a fifth.
Sources: NFDA cremation statistics and FTC Funeral Rule.
More case types, leaner workflows, tighter margins
Cremation passes 60% of U.S. funerals. Less revenue per call, less room for waste.
Independent firms are consolidating the stack
Intake, documents, scheduling, and books sit in separate tools. Details fall through the seams.
More signatures, payments, and updates outside the office
Families expect to sign, pay, and check status without calling the office.
Disclosures your records can stand behind
The FTC Funeral Rule requires itemized pricing on request. Records that reconcile make that routine.
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.
QuickBooks
Invoices, payments, and customer records, both ways.
IncludedExcel & CSV
Cases, contacts, and reports in and out.
Included
Online payments
Card, ACH, deposits, and payment plans.
Processing fees applyE-signatures
Packets, signed copies, and the audit trail.
Included
Google Calendar
Service and appointment times, in sync.
IncludedGo 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.
Why funeral directors switch and stay
We were keeping the same case in four places and hoping they matched. Now the first call opens the record and everything after it, the authorizations, the payment, the books, hangs off that one file. I am not re-typing a family's details at eleven at night anymore.
Helon RahmanRahman Funeral HomeDetroit, MichiganWe run two locations and I used to have no idea where a case stood without calling someone. One dashboard changed that. The QuickBooks sync is the part my bookkeeper noticed first, the books finally reconcile against the cases without anyone keying it twice.
Krista ClemonsGrand Teton Funeral Home and CremationDriggs and Jackson, IdahoWhat it looks like from your seat
One case record, and each role sees the part of it they are accountable for.
Owners
Every location, every open case, and what is still owed, on one dashboard.
Funeral directors
The case in front of you, the next step on it, and who owns that step.
Arrangement teams
Selections, documents, and signatures, all against the family record.
Care and removal teams
Transfers to make, each one logged to the case with chain of custody.
Administrators and accounting
Balances, deposits, and the QuickBooks sync, with nothing re-keyed.
Preneed teams
Contracts on file, what is funded, and what converts to at-need.
Transparent pricing, no surprises
Start with the workflow you need today. Add payments, preneed, and multi-location reporting when your operation requires it.
Per company, not per user or per case. No per-signature fees.
Questions funeral homes ask before switching
If it is not covered here, a 20-minute demo will show it in context.