Guides, checklists, and workflows for funeral teams

Everything we have learned about running cleaner cases, getting paid faster, and choosing software that fits, gathered in one place for owners, directors, and admin teams.

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What is in the library

9 long-form guides, on buying, migrating, and the books
3 printable checklists you can run on a real case
A vendor-published library with practical evaluation tools
How your records are protected, in full

Printable PDF checklists and editable CSV worksheets are free. No email address is required.

Guides

Longer reads for the decisions that matter most.

Funeral Home Business Plan Editable planning template, assumptions and a fictional break-even and cash-timing example.Operations Manual & SOP Guide Define procedure owners, handoffs and exceptions with an editable SOP and manual register.FuneralHQ in Practice Anonymous workflow observations and documented outcomes, with clear evidence limits.Best Funeral Software: Ten Options Compare complete providers, costs and the workflows to test in each demo.Funeral Software Buyer's Guide How to evaluate any funeral software, feature by feature, before you commit.Migration Guide What switching software actually looks like, from export to first live case.QuickBooks Sync Workflow How a single case becomes clean books, with no double entry.Phone and Texting Setup Set up one number per location and let families text one shared inbox.Missed Call Calculator Estimate what unanswered first calls may cost in a year, from your own numbers.

Checklists

Print them, share them, or run them inside FuneralHQ.

First Call Intake Checklist Capture every detail on the first call, so nothing is missed at the worst moment.Arrangement Checklist Cover every decision with the family in one organized pass.Migration Checklist Prepare, switch, and verify your data without losing a thing.

Editable worksheets

Download a blank file, assign an owner and record the next action. CSV worksheets open in Excel, Numbers or Google Sheets.

Business-plan template (Markdown) An editable structure for local demand, services, operating assumptions, financial review and milestones.Business-plan scenarios (CSV) Fictional operating and cash-timing examples with blank assumption prompts; replace with reviewed figures.Administrative SOP template (Markdown) A blank controlled procedure and a fictional callback-handoff example to adapt to your firm.Operations manual register (CSV) Track procedure owners, versions, approvals and review dates without adding private case details.Software total-cost workbook (CSV) Compare three written quotes on the same assumptions. Unknown fees remain incomplete rather than silently becoming zero.Software requirements / RFP template (Markdown) Send every finalist the same requirements, fictional-case demo script, commercial questions and acceptance conditions.Physician certification follow-up log (CSV) For the administrator following an unsigned certificate: record the office contact, agreed action, next owner and completion evidence.Physician office call script (TXT) A short script to confirm receipt, identify missing information and agree the next update through the office’s approved channel.Vendor and data-export checklist (CSV) Compare written ownership, contract, export and support answers. Open a sample export before committing to a switch.Case-to-QuickBooks reconciliation (CSV) For the bookkeeper matching case, company file, invoice, payments and deposit references before closing an exception.Case closeout checklist (CSV) Check documents, family commitments, balances and unfinished tasks before the director signs off the case.Refund review log (CSV) Keep the original payment, approved amount, provider status and accounting review together when returning money.Document change-control log (CSV) Identify the earlier document, reason for change, replacement and new signature requirement without losing the signed history.Software acceptance scorecard (CSV) Have staff test a sample case, document, family handoff, payment and export. Record proof and unresolved gaps before rollout.

These are blank working tools, not requests to send family information to FuneralHQ. Store completed files in your approved case-record system. To see how the same work stays connected in the product, bring one worksheet and a fictional case to a demo.

Keep reading

The blog and how we protect your records.

Blog Plain-language guides on funeral home operations, payments, and records.State rules and licensing What each state requires of a funeral home, with the section numbers.Security How your records are protected: access control, audit trails, encryption, and backups.

See the software behind the guides

In 20 minutes we run a real case from first call to paid invoice, using the workflows these resources describe.

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