A signature packet
Built from the case and signed on a phone, then returned to the file with an audit trail.
Book a demo
A 20-minute demo on your work, not our slides
Bring a real (anonymized) case and we run it end to end in FuneralHQ: first call, arrangement, a signature packet signed on a phone, a payment, and a QuickBooks sync. You will see exactly how it behaves on your kind of case.
What the 20 minutes looks like
No generic tour. We follow one case through the system.
- 01
You set the scene
Tell us your case volume, your service mix, and whether you run preneed or more than one location. We tailor the walkthrough to that.
- 02
We run a case end to end
First call into the case, arrangement, statement of goods and services, a signature packet, a payment, and a QuickBooks sync.
- 03
We answer the hard questions
Pricing, migration, data export, QuickBooks Desktop versus Online, permissions. Ask anything, including what happens if you leave.
- 04
You decide the next step
No pressure. If it fits, we plan onboarding. If it does not, we will tell you honestly where another tool fits better.
What you will see working
A real payment
A card or ACH payment posting to the case with the balance updating live.
A QuickBooks sync
An invoice and payment landing in QuickBooks Online or Desktop as line items, no double entry.
Common questions
How long is the demo?
About 20 minutes. We can go longer if you have questions, but we respect that you run a busy operation.
Who should join?
Whoever runs cases and whoever runs the books. Owners, directors, and admin or accounting staff all get something from it.
Do I have to commit to anything?
No. It is a working walkthrough. There is no obligation, and we will tell you honestly if another tool is a better fit for your firm.
Can you show QuickBooks Desktop?
Yes. The sync works with both QuickBooks Online and Desktop, and we can show whichever you use.
What should I bring?
If you can, a real but anonymized case. Running your own work through it is the most useful test there is.