FuneralHQ

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

Engraved illustration of a plant whose roots have cracked its pot
Question 1 of 6
How many times is a family’s name and date of death typed for one case?
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.

  1. 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
  2. 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
  3. 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
  4. 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
  5. 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
  6. 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

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.