Self-check
Have you outgrown paper and spreadsheets?
Six questions on retyping, signatures, books and visibility. Some firms are fine on paper, and the result says so.
6 questions about 2 minutes no sign‑up

Question 1 of 6
How the score works
Each answer scores 0, 1 or 2 points, for a total out of 12. A higher score means more time spent retyping, chasing and searching. Answers that score 2 are listed with the result, because those are where the time goes.
- How many times is a family’s name and date of death typed for one case? Once (0), Two or three times (1), Four or more (2). One case record, typed once
- Where do families sign arrangement paperwork? Online, or on a tablet in the arrangement room (0), On paper, in person (1), We wait for them to come back in (2). Documents and unlimited e-signatures
- How do case charges and payments reach your books? They sync automatically (0), One person retypes them (1), Retyped, and the totals sometimes disagree (2). QuickBooks Online and Desktop sync
- Can the on-call director see an open case from home? Yes (0), Only by calling someone at the office (1), No (2). Case management in any browser
- How are preneed contracts tracked? One list that someone owns, or we do not sell preneed (0), A spreadsheet plus paper files (1), Paper files only (2). Preneed management
- When someone asks where a case stands, how long does the answer take? Seconds (0), A few minutes (1), Someone has to dig through files (2). Case management
Take another quiz
Each one takes a few minutes, and each answer names its source.
Knowledge quizFuneral industry numbers quizSix questions on the figures owners quote: funeral homes, cremation, costs and deaths.6 questions 2 minStart the quiz
Knowledge quizState funeral rules quizSix questions on call recording, cremation waiting periods and death certificate deadlines in the ten largest states.6 questions 2 minStart the quiz
Self-checkPrice call readiness checkSix questions on how your firm answers a phone call asking what something costs, day and night.6 questions 2 minStart the quiz See how a case runs in FuneralHQ
In 20 minutes we take a sample case from first call to paid invoice: the case record, the signatures, the payment and the books.