Shared team inbox
Authorized staff can read the same family thread and see who sent each response.
Family text and email that stay with the case
Text or email a family from one shared workspace. Replies, attachments, delivery status, consent, and staff responses stay connected to the case, so the next person has the full context.
Who it is for
- Directors coordinating with families by text and email
- Teams that cover for one another and need the complete conversation
- Firms collecting documents and photos without using personal phones
- Owners who need consent and delivery history recorded
What it replaces
- Family messages scattered across personal phones and inboxes
- Forwarded chains with missing attachments or context
- Copying important replies into case notes by hand
- Guessing whether a message was delivered or a family opted out
How family messaging works
One shared conversation per family, available to authorized staff and linkable to the right case.
- 01
Choose text or email
Start a conversation in the channel the family agreed to use, from the shared FuneralHQ inbox rather than a personal account.
- 02
Confirm the family and consent
Link the conversation to a case and record text consent before sending, so the recipient and purpose are clear.
- 03
Write or review the message
Use a saved starting point when helpful, then review the exact words and case details before anything leaves.
- 04
Keep replies and attachments together
Inbound texts, email replies, photos, and supported documents return to the same shared history.
- 05
Respect delivery rules
Delivery status, quiet hours, and STOP opt-outs are handled in the messaging workflow and remain visible to staff.
What comes with it
A production communication workflow for real family coordination, separate from signing and payment records.
Business texting
Send and receive SMS from a registered business number, with support for bringing an eligible office number through the transfer workflow.
Consent and opt-out history
Record consent, stop future texts when a family opts out, and keep the status visible before staff send.
Quiet hours
Messages outside the location’s sending window wait for the next permitted time instead of arriving overnight.
Private attachments
Supported photos and documents stay available through authenticated FuneralHQ access.
Delivery status
Outgoing messages show their actual provider-confirmed state instead of implying delivery too early.
Common questions
Does FuneralHQ offer SMS texting?
Yes. FuneralHQ supports two-way SMS in the shared Messages workspace, including consent records, quiet hours, STOP opt-outs, attachments, and delivery status.
Can we keep our office phone number?
Eligible US numbers can move through FuneralHQ’s carrier transfer workflow after business verification and call routing are ready. Portability and timing depend on the current carrier, so we confirm the number before a transfer starts.
Can every staff member see the messages?
Staff with access to the location can read the shared history. Existing role and location permissions still apply.
Can families reply with photos or documents?
Yes. Supported text and email attachments arrive in the thread and remain available through authenticated access.
Does Messages send documents for signature or record payments?
Messages can carry the conversation. Signing packets and payment links remain in their dedicated workflows so signatures, balances, and reconciliation stay structured records.
See text and email on a live case
Start a real conversation, receive a reply, and see the complete history stay connected to the case.