Family & decedent records
Contacts, relationships, and decedent details stored once and reused everywhere.
Case Management
Funeral home case management software
One record per case, from first call to final disposition. Family and decedent details, services, merchandise, documents, tasks, and balances all live in one place, so nothing falls through the cracks between systems.
Who it is for
- Independent funeral homes replacing spreadsheets
- Firms juggling cases across shared drives and email
- Teams that want one record everyone can trust
- Owners who need cases and books to agree
What it replaces
- Spreadsheets and paper case files
- Scattered folders and shared drives
- Separate task lists and sticky notes
- Re-keying the same details into QuickBooks
How case management works
The case record is the spine of FuneralHQ. Every other module reads from and writes to it.
- 01
Open the case at first call
Create a case, assign staff, capture family contacts, and record disposition type in minutes.
- 02
Build the arrangement file
Add service details, decedent information, merchandise, notes, and tasks, all in one record.
- 03
Generate and store documents
Create packets, send them for e-signature, and store signed copies on the case automatically.
- 04
Track payment and balance
Take card or ACH, record deposits and plans, and see the outstanding balance on the case.
- 05
Sync the books
Push the invoice, payment, and customer to QuickBooks Online or Desktop without retyping.
What lives on every case
Documents & e-signatures
Generate, send, sign, and store, with unlimited signatures and no per-signature fee.
Payments & balances
Card and ACH, deposits, and plans, with the balance always visible on the case.
Tasks & assignments
Keep the team aligned on who is doing what, with nothing tracked off-system.
Preneed to at-need
Convert a preneed contract to an at-need case without re-entering anything.
QuickBooks sync
Invoices, payments, and customers flow to QuickBooks Online or Desktop.
Common questions
Can I migrate existing cases?
Yes. We help import your existing cases and contacts during onboarding and map your fields into FuneralHQ in the first week.
Can staff have limited access?
Yes. Role-based permissions control access by role and by location.
Does it work across multiple locations?
Yes. From the Business plan, every location reports into one dashboard.
Is my data exportable?
Yes, anytime. Your records are yours to export whenever you want.
See case management on a real case
In 20 minutes we walk a sample case from first call to paid invoice, using your workflow.