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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.

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

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Showing 97–108 of 248 articles · Newest published first

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WorkflowSep 8, 2026Funeral Home Insurance Assignments: A Practical Workflow GuideInsurance assignments can help families fund services, but missing documents and unclear status create avoidable calls and accounting work. This guide builds a visible, case-connected process.FuneralHQ Editorial Team12 min read

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ComparisonSep 8, 2026Cemetery Software with QuickBooks Integration: Options and Setup (2026)Osiris, CemSites, Chronicle, CIMS and PlotBox each name a QuickBooks connection on their own sites, and they work in different ways. This guide compares them, then shows how to set up and check the sync.FuneralHQ Editorial Team12 min read

Engraved illustration of a wooden abacus beside a closed ledger with a ribbon.

Buyer guideSep 8, 2026Funeral Home Accounting Software: What Should Your Firm Use?The ledger can sit in a general accounting package or inside your funeral software. This guide compares published prices, shows which funeral systems include accounting or connect to it, and outlines a chart of accounts to take to your accountant.FuneralHQ Editorial Team15 min read

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Buyer guideSep 8, 2026Funeral Home Payment Processing: Merchant Accounts, Processors, and CostsPayment processing moves a family’s money into your bank account. This overview covers the account types, the processors and their published rates, payout timing, the books, and a worksheet for choosing.FuneralHQ Editorial Team14 min read

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Template guideSep 8, 2026Funeral Home Receipt Template and Workflow: What to Include and How to Reconcile ItA receipt confirms a payment; it does not replace the itemized funeral statement. This guide shows the fields, statuses, controls, and reconciliation steps a funeral home needs.FuneralHQ Editorial Team11 min read

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Buyer guideSep 8, 2026Preneed Cemetery Software: Contracts, Property, Payments, and At-Need ConversionPreneed cemetery work joins a relationship, a contract, property rights, funding, and a future service. Software must preserve each part for years without losing the handoff to at-need.FuneralHQ Editorial Team12 min read

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ChecklistSep 8, 2026Funeral Home Chain of Custody: A Practical Control GuideChain of custody is a system of identity checks, documented transfers, controlled exceptions, and verified release. This guide turns that principle into an auditable daily workflow.FuneralHQ Editorial Team13 min read

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Buyer guideSep 8, 2026Funeral Home Marketing Software: What to Automate and MeasureMarketing software should reveal missed work, support accurate publishing, connect inquiries to outcomes, and keep people in control of reputation and family communication.FuneralHQ Editorial Team13 min read

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Industry analysisSep 8, 2026Funeral Home Software Market 2026: Size Estimates, Companies and TrendsTen research firms put the funeral home software market anywhere from $285.4 million to $13.11 billion. Here are their figures side by side, the counts from NFDA, the CDC and CANA that bound the market, and what it all means for a buyer.FuneralHQ Editorial Team14 min read

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Evaluation guideSep 8, 2026Free Funeral Home Software: What You Can Use, What It Costs, and When to UpgradeFree tools can help a new or very small firm organize basic work, but the true cost includes setup, duplicate entry, security, support, and the eventual migration.FuneralHQ Editorial Team12 min read

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GuideSep 6, 2026A Funeral Home Whiteboard Template That Makes the Next Action ClearA funeral home whiteboard should show which cases need attention, the next action, who owns it and when it must be checked.FuneralHQ Editorial Team7 min read

Navy engraved illustration. A wooden desktop file sorter holding three neatly tabbed manila folders beside a blank checklist and a fountain pen.

GuideSep 3, 2026Paper Funeral Case Files: A Folder System Your Whole Team Can FollowA useful paper funeral case file has one case number, a consistent set of dividers, a visible list of unfinished work and a known storage location.FuneralHQ Editorial Team7 min read