Contract tracking
Keep each preneed contract, its selections, and its details in one place.
Preneed management software for funeral homes
Track every preneed contract in the same system you run at-need cases. When the time comes, convert the contract to an at-need case without re-entering the family and decedent details you already captured.
Who it is for
- Firms keeping preneed contracts in a filing cabinet
- Arrangers who re-key the file when a preneed comes due
- Owners who want preneed and at-need in one system
- Teams that need records to survive staff turnover
What it replaces
- Paper preneed folders held for years
- A separate preneed log apart from the case system
- Rebuilding the case from scratch when it comes due
- Lost details between the sale and the service
How preneed works
A preneed contract lives in FuneralHQ from the day it is sold to the day it converts.
- 01
Record the contract
Capture the preneed family, the selected services and merchandise, and the contract details up front.
- 02
Keep it ready for years
The record stays in the system through the years between the sale and the service, ready to find.
- 03
Convert to at-need
When the family calls, convert the preneed contract into an at-need case in a few steps.
- 04
Reuse what you captured
The family and decedent details carry over, so you continue the case instead of re-entering it.
- 05
Run it like any case
From there it works like any at-need case: documents, payments, balance, and QuickBooks sync.
What you get
No re-entry on conversion
Convert preneed to at-need without retyping the family and decedent information.
Long-term records
Records stay ready for the years between when a contract is sold and when it is needed.
One system for both
Preneed and at-need cases live together, so staff learn one workflow.
Carries into the case
Selected services and merchandise flow into the at-need case at conversion.
Exportable anytime
Your preneed records are yours to export whenever you want.
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.
- First callThe caller, the decedent, and the next step, captured once.
- Arrangement fileServices, merchandise, and the statement, built on the case.
- DocumentsPackets generated from the case, signed remotely, and filed back on it.
- Family pageA secure page for status, forms, signatures, and payment.
- PaymentCard and ACH against a live case balance.
- The booksPosted to QuickBooks or the built-in ledger as payments clear.
Common questions
How do we move paper preneed contracts into FuneralHQ?
Start with a representative sample. Scan complete agreements and attachments, retain the original contract references, and agree how reviewed details map into the new records. Check retrieval and unresolved funding or document questions before expanding the import. Scanning, indexing and structured record review are separate steps to scope with our team.
Do I re-enter data when a preneed comes due?
No. You convert the preneed contract to an at-need case and the family and decedent details carry over.
How long are preneed records kept?
Records stay in the system through the years between the sale and the service, ready to find when the family calls.
Are preneed and at-need in the same system?
Yes. Both live in FuneralHQ, so your team uses one workflow for the whole lifecycle.
Can I export preneed records?
Yes, anytime. Your contracts and records are yours to export whenever you want.
See a preneed contract become an at-need case
In 20 minutes we record a sample contract and convert it to an at-need case without re-entry.