FuneralHQ

General Price List and statement software

Keep your General Price List once and build the itemized Statement of Funeral Goods and Services from the same line items. The acknowledgment stays with the case, the statement becomes the invoice, and a price read on the phone matches the price on the statement.

Who it is for

  • Firms keeping the GPL in a word processor file
  • Arrangers retyping prices onto every statement
  • Owners preparing for an FTC Funeral Rule check
  • Offices that take price calls from shoppers

What it replaces

  • A price list and a statement that disagree
  • Hand-built statements with arithmetic to check
  • A signed acknowledgment filed somewhere else
  • Typing the statement into QuickBooks again

How price lists and statements work

One set of line items feeds the price list, the statement, the invoice, and the answer a price caller hears.

  1. 01

    Keep the General Price List once

    Enter the GPL for each location, or preview and import its rows from a CSV.

  2. 02

    Record the selections on the case

    Services and merchandise the family chooses are recorded on the case, from the same line items as the price list.

  3. 03

    Build the itemized statement

    The Statement of Funeral Goods and Services is built on the case from those line items, so it matches the selections and your price lists.

  4. 04

    Keep the acknowledgment with the case

    The statement and its acknowledgment stay with the case record, so either is easy to produce when someone asks.

  5. 05

    Send it to the books

    The statement becomes the itemized invoice that syncs to QuickBooks, so the statement, the case, and the books carry the same numbers.

What you get

Organized pricing that supports the habits the FTC Funeral Rule calls for. It does not replace your compliance or legal review.

One General Price List

The GPL is kept once for each location, and every statement and price answer reads from it.

Price-list CSV import

Preview and import General Price List rows from a CSV instead of keying them one by one.

Itemized statements

Each statement is built from consistent line items, so the price a family sees matches the case record.

Acknowledgment on file

The acknowledgment is kept with the case, beside the statement it belongs to.

Price calls from the same list

When AI phone answering is switched on, it reads prices from the same list. A price question is answered from your General Price List, word for word. It never makes up a figure, and an item that is not on your list is taken down with the caller’s number for a director to return. If the caller wants the whole list, staff can email your price list to them from the call.

Statement to invoice

The statement becomes the invoice that syncs to QuickBooks Online or QuickBooks Desktop. FuneralHQ also connects to Xero.

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.

“We run two locations and I used to have no idea where a case stood without calling someone. One dashboard changed that. The QuickBooks sync is the part my bookkeeper noticed first, the books finally reconcile against the cases without anyone keying it twice.”
Grand Teton Funeral Home and Cremation logoKrista NethercottGrand Teton Funeral Home and CremationDriggs, Idaho, and Jackson, Wyoming

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

What is a funeral home General Price List?

A funeral home General Price List (GPL) is the itemized price list of goods and services that the FTC Funeral Rule requires a funeral provider to give consumers, alongside its casket and outer burial container price lists. In FuneralHQ the GPL is kept once and every statement is built from the same line items.

What is a Statement of Funeral Goods and Services?

The Statement of Funeral Goods and Services Selected is the itemized statement of what the family chose and what it costs. FuneralHQ builds it on the case from the same line items as your price list, keeps the acknowledgment with the case, and turns it into the invoice that syncs to QuickBooks.

Can we import our existing price list?

Yes. You can preview and import General Price List rows from a CSV. Bring your current GPL to a demo and we will show the import on screen.

Does FuneralHQ make our price list FTC compliant?

No software can do that for you. FuneralHQ keeps the price list and statement consistent and keeps the acknowledgment with the case, which supports the habits the Rule calls for. It does not replace your compliance or legal review.

What does the phone assistant say when a caller asks a price?

It reads from the same price list as your statements. A price question is answered from your General Price List, word for word. It never makes up a figure, and an item that is not on your list is taken down with the caller’s number for a director to return. If the caller wants the whole list, staff can email your price list to them from the call.

See a statement built from your price list

Bring your General Price List. In 20 minutes we import it, build a sample statement on a case, and show the invoice it becomes.