Captured once
Enter these details once on the case, and they flow into the arrangement, documents, and the invoice without re-keying.
Free checklist
First call intake checklist
Everything worth capturing on the first call, so nothing is missing before the arrangement conference. Use it as a paper or printed checklist, or run it inside FuneralHQ so every answer lives on the case from the start.
What to capture on the first call
Six short sections that cover a complete, defensible intake.
Deceased information
- Full legal name
- Date of birth
- Date and time of death
- Place of death
- Current location of the body
- Veteran status
Next of kin and informant
- Name and relationship to the deceased
- Phone and email
- Mailing address
- Who has authority to make arrangements
Circumstances of death
- Expected or sudden
- Attending physician or medical examiner
- Whether a coroner or medical examiner is involved
- Whether hospice was involved
Care and authorizations
- Authorization to remove and transport
- Embalming permission, if applicable
- Religious or cultural timing needs
- Any special handling requests
Logistics for the removal
- Removal location and access details
- Clothing or personal effects to collect
- Special requests noted on the call
- Best contact number for follow-up
Set the next step
- Schedule the arrangement conference
- Confirm what the family should bring
- Assign the case to a director
- Record who took the first call
How FuneralHQ handles the first call
Assigned and scheduled
Assign the case to a director and start the arrangement checklist while the family is still on the phone.
It lives on the case
Every answer stays on one record, so the next person to touch the case sees exactly what was captured.
See first-call intake inside FuneralHQ
In 20 minutes we open a sample case from the first call and carry it through to a paid, synced invoice.