FuneralHQ

Online arrangements, with your team beside the family

FuneralHQ supports online funeral and cremation arrangements. Families submit details, review selections with your staff, follow progress, sign documents, and pay online. The arrangement stays connected to the case, with a director reviewing the information and required approvals.

Who it is for

  • Families with relatives in different states
  • Directors fielding the same status call several times a day
  • Firms chasing signatures and payments by phone and email
  • Staff who want the family informed without another call

What it replaces

  • Repeated phone calls asking where things stand
  • Emailing forms back and forth to sign
  • Reading card numbers over the phone
  • A different login and password for the family to manage

How it works for a family

Three secure links, no accounts and no passwords: a status page to follow progress, e-signature links for documents, and payment links for the balance.

  1. 01

    Collect arrangement details online

    Families submit details from wherever they are. Staff review the information and selections before updating the case or preparing the next document, and resolve questions with the family.

  2. 02

    Share the status page

    The director shares a secure link and the family sees a curated timeline of the arrangement: the milestones your firm chooses to show, plus the service details as arranged.

  3. 03

    The family follows progress

    Instead of calling to ask where things stand, family members open the page and see what has been completed and what comes next, from wherever they are.

  4. 04

    Documents arrive for e-signature

    Authorizations and contracts go out from the case as secure signing links. The family signs from any device, and the signed copy stores on the case.

  5. 05

    Payments happen from a link

    The firm sends a payment link, the family pays by card or ACH from home, and the payment posts against the case balance the director sees.

  6. 06

    The director stays in one system

    Status milestones, signed documents, and payments all show on the case, so the team sees where every family stands without a separate tool.

What the family sees

A curated status timeline

The family sees the milestones your firm chooses to publish, presented calmly. You decide what is shown and when.

Service details as arranged

Dates, times, and locations from the case, so everyone in the family is looking at the same information.

A secure link, not a login

The status page opens from a secure tokened link. There is no account to create and no password for a grieving family to manage.

E-signature from anywhere

Documents arrive as secure signing links, the family signs from any device, and the signed copies store on the case.

Payment links that post to the case

Card and ACH payments from a secure link, recorded against the case balance without anyone reading numbers over the phone.

Fewer status calls

When the family can see progress themselves, the calls your staff take are the ones that actually need a director.

A sample case, from first call to the books

Every stage of a case is worked on one record, so nothing is typed twice between the person who takes the call and the person who closes the books.

6 steps  1 record

Every stage of a case in one file, so nothing falls between systems.

  1. First callThe caller, the decedent, and the next step, captured once.
  2. Arrangement fileServices, merchandise, and the statement, built on the case.
  3. DocumentsPackets generated from the case, signed remotely, and filed back on it.
  4. Family pageA secure page for status, forms, signatures, and payment.
  5. PaymentCard and ACH against a live case balance.
  6. The booksPosted to QuickBooks or the built-in ledger as payments clear.
See case management

Common questions

Does FuneralHQ support online cremation arrangements?

Yes. FuneralHQ supports online arrangements for funeral and cremation services, including family-submitted details, document signing, status updates, and payments. Your firm reviews the information, signing authority, authorizations, and other required approvals before proceeding.

Does a family submission replace staff review?

No. Staff should compare submitted details with the case and resolve discrepancies before preparing the next document. A family merchandise choice is reviewed before being added to the statement, and a submitter’s declared authority remains separate from the determination made by the firm.

Is the status page secure?

Yes. Each family status page opens from a secure tokened link tied to that case, and your firm controls which milestones are published to it.

Does the family need an account or password?

No. The status page, e-signature links, and payment links each open from secure links, so there is nothing for the family to set up or remember.

Can family members in different states use it?

Yes. Anyone the firm shares the link with can follow the status page from wherever they are, and documents and payment links work from any device.

Can families pay online?

Yes. Families pay by card or ACH from a secure payment link, and the payment posts against the case balance the director sees.

See the family status page on a case

In 20 minutes we walk a sample case from shared status page to a signed document and a payment posted against the balance.