FuneralHQ

Funeral home operations, in plain language

Practical guides on running cleaner cases, getting paid faster, and choosing software that fits, from the FuneralHQ Editorial Team.

The resource library

  • Software evaluation and switching
  • Case management and documents
  • Payments, QuickBooks and daily operations

248 articles. Free to read, with no email required.

All articles

Showing 73–84 of 248 articles · Newest published first

Engraved illustration of two telephone cables joined by a brass coupling, coiled neatly.WorkflowAnswering Service Integration for Funeral Home Software: ASD FuneralSync, Email Intake, and What to TestThe answering service took the call perfectly. Then someone typed it into the case the next morning and misspelled the name. Here are the four ways a first call can reach your software, and how to test the one you have.FuneralHQ Editorial Team10 min readEngraved illustration of a vintage telephone switchboard with patch cords and headphones on its ledge.ComparisonBest Funeral Home Answering Services in 2026: Live, AI, and Hybrid Options ComparedFour live services, a group of general AI receptionists, and AI answering inside funeral software, compared on what each vendor publishes. No ranking and no winner, only which kind of firm each one suits.FuneralHQ Editorial Team10 min readEngraved illustration of three pocket watches laid side by side with their chains crossing.ComparisonASD vs FuneralCall vs Directors’ Choice: Funeral Answering Services Compared (2026)Three live answering services, three ways of counting a call. This comparison sets ASD, FuneralCall and Directors’ Choice side by side using what each company publishes, and shows how to test two of them on your own line.FuneralHQ Editorial Team10 min readEngraved illustration of a crescent moon above a small house with one lit window at night.ComparisonAfter-Hours Answering for Funeral Homes: Five Ways to Cover the Phone at NightSomething answers your phone at 2 AM already. This comparison sets five ways of covering the night phone side by side: what each costs, where each fails, and which size of firm it suits.FuneralHQ Editorial Team10 min readEngraved illustration of a bilingual pocket dictionary beside a telephone handset.GuideServing Spanish-Speaking Families by Phone: A Guide for Funeral HomesThe first call is where a language barrier does the most harm, because it cannot be scheduled. This guide compares four ways to cover Spanish on the phone, gives staff a short phrase list, and sets out what to do when nobody in the building speaks the caller’s language.FuneralHQ Editorial Team10 min readEngraved illustration of a vintage reel-to-reel tape recorder.Compliance guideRecording Calls and Using AI on the Funeral Home Phone: The Rules to CheckRecording a call, letting an automated assistant answer it, and texting the caller afterward each fall under a different rule. Here is what each source says, where the law varies by state, and what to do in practice.FuneralHQ Editorial Team10 min readEngraved illustration of a lanyard badge holder with a blank badge beside a convention tote bag.Buyer guideNFDA 2026 Convention: Questions to Ask Software and Answering Vendors on the Expo FloorThe NFDA expo hall is open for thirteen hours and lists more than 300 exhibitors. Here are the verified times, the questions to ask at each kind of booth, and one test that makes every vendor show the same work.FuneralHQ Editorial Team10 min readEngraved illustration of a stethoscope, a fountain pen and an unsigned certificate in front of a mantel clock.WorkflowWhen the Doctor Has Not Signed the Death Certificate: What a Funeral Home Can DoA cremation cannot proceed and a family cannot settle an estate until the death is certified. Here is how to chase a physician signature without damaging the relationship, who else may certify, and when to escalate.FuneralHQ Editorial Team12 min readNavy engraved illustration. A neat document binder, a stack of blank receipts, a sealed letter and a magnifying glass.GuideA Funeral Home Chargeback Evidence Checklist: Build a Clear Transaction RecordFor a funeral home chargeback, start with the processor's dispute reason and response deadline, identify the exact payment and assemble evidence that addresses the stated claim.FuneralHQ Editorial Team7 min readNavy engraved illustration. A small brass key, a closed cash box, a plain payment card and a folded account envelope.GuideWho Controls Your Funeral Home Payment Account? A Buyer's ChecklistBefore adopting funeral software with payments, establish which business holds the payment account, who can administer it, where payouts go and what happens to refunds, disputes and historical records if the software relationship ends.FuneralHQ Editorial Team6 min readNavy engraved illustration. An office telephone, a simple headset and an open support notebook with blank pages.GuideFuneral Software Support: Questions to Ask Before a Case Gets StuckA funeral software support checklist should identify the support channels, staffed hours, escalation route, contractual commitments and responsibilities shared with other providers.FuneralHQ Editorial Team7 min readNavy engraved illustration. A magnifying glass resting beside two blank software brochures and three blank review cards.GuideOsiris Software Reviews: What Funeral Homes Should Verify in a DemoPublic Osiris software reviews contain both praise and criticism.FuneralHQ Editorial Team7 min read