A good evaluation is boring on purpose. You ask every vendor the same questions, in the same order, and you score the answers against how your firm actually works. This checklist gives you those questions. Print it, bring it to each demo, and make every vendor earn the same yes.
Case workflow
- Can one case run from first call to closed without leaving the system?
- Does the first call flow into the case, or is it re-entered at arrangement?
- Where do tasks live, and what happens when the assigned person is off?
- Is there a full, dated activity history on each case?
- Can different staff see the same current status of a case?
Documents and signatures
- Are packets built from the case, with details pre-filled?
- Can a family member sign remotely from a phone?
- Is there a per-signature fee, ever?
- Do signed documents return to the case automatically?
- Does the audit trail capture who signed, when, and which version?
Payments and accounting
- Do payments attach to the case or only a separate dashboard?
- Are card and ACH both supported, and what are the fees?
- Can I take a deposit now and the balance later?
- Do invoices and payments sync to QuickBooks as line items?
- Does it work with QuickBooks Online, Desktop, or both?
- Can I keep my existing chart of accounts?
Preneed and multi-location
- Can I track preneed contracts and funding?
- Does a preneed record convert to at-need without re-entry?
- Can I report across multiple locations on one dashboard?
- Can I limit staff to their own location’s cases?
Security, pricing, and exit
- Is access controlled by role?
- Is data encrypted, and how often is it backed up?
- Is pricing per company, per user, or per case?
- What is the all-in monthly cost, and what is billed separately?
- Is onboarding and migration included?
- How long until I run a live case?
- Can I export all my data, including documents, on demand?
- What happens to my data if I cancel?
How FuneralHQ answers the checklist
We are happy to be scored on every line above on a real case: one case record from first call to close, unlimited e-signatures with no per-signature fee, payments on the case, QuickBooks Online sync, preneed to at-need conversion, role-based access, per-location pricing, included onboarding and migration, and data export on demand. Bring the checklist to the demo.
The FuneralHQ advantage
Run the whole case in one place
Keep intake, arrangements, documents, payments and the books together. Bring one of your cases to a demo and see how your team would work through it.
We will work through a real example with you, from the first details to the finished record.
See it on one of your casesAbout the FuneralHQ Editorial Team
This guide was written by the FuneralHQ Editorial Team, the in-house team behind funeral home software used by independent firms to run cases, documents, payments, and QuickBooks sync in one record. Our editorial standards explain how we review product claims, outside sources, automation, updates, and corrections.