Every demo looks good. The vendor uses clean sample data, follows a rehearsed path, and never hits the edge case that breaks in real life. Your job in the demo is to push it off the rails, gently, and see how it behaves. These questions do that.
Workflow
- Can you run one case from first call to closed without leaving the system?
- Show me what happens when an arrangement changes after the statement is built.
- Where does a task live, and what happens if the person assigned is off?
- Can I see the full history of a case, and who changed what?
Documents and payments
- Send a signature packet to a phone right now and show it coming back to the case.
- Is there a per-signature fee, ever?
- Take a deposit on this case and show me the balance update.
- Where does staff see the balance without a separate login?
QuickBooks and accounting
- Does this sync with QuickBooks Online, Desktop, or both?
- Show an invoice and a payment landing in QuickBooks as line items.
- Can I keep my existing chart of accounts?
Migration, pricing, and exit
- How does my existing data get in, and how long until I run a live case?
- What is the all-in monthly cost, and what is billed separately?
- Is pricing per company, per user, or per case?
- If I leave, can I export everything, and what does that include?
How FuneralHQ answers these
We are happy to run one of your own cases in the demo, sign a packet on your phone, take a deposit, and sync an invoice to QuickBooks Online or Desktop live. Pricing is per company, e-signatures are unlimited with no per-signature fee, onboarding and migration support are included, and you can export your data whenever you want. Ask us all of the above.