Funeral home software migration checklist
Switching software should not feel like a second job. This checklist covers what to prepare, what happens in week one, and what to verify, so the move is accurate and you are not re-entering history by hand.
What the checklist covers
- Before you switch
- The week-one plan
- Verify after import
- Questions to confirm with any vendor
Four sections, from export to first live case. The last one is the list of questions to put to any vendor before you commit.
From export to first live case
Four short sections that take the fear out of switching.
Before you switch
- Export your current cases and contacts
- Gather your staff list and locations
- Collect document templates and forms
- Note your price lists and service items
- Confirm QuickBooks access
- List your payment preferences
The week-one plan
- Day 0: import review and field mapping
- Days 1-2: cases, contacts, users, and locations
- Days 3-5: documents, payments, and QuickBooks
- Days 6-7: staff training and the first live case
Verify after import
- Cases and contacts came over correctly
- Document templates render the way you expect
- A test invoice syncs to QuickBooks both ways
- Permissions are set by role and by location
Questions to confirm with any vendor
- Is migration support included
- How long it takes for your data volume
- Can you export your data again at any time
- Who helps if something looks off after launch
What carries over, and what is set up fresh
Comes over
- Existing cases and contacts
- Decedent and family details
- Your locations and staff list
- Historical records you export
Set up fresh
- Document templates and signature packets
- Payment settings and processing
- QuickBooks connection
- Roles and location permissions
See how migration would look for your firm
Bring a sample export to a 20-minute demo and we will map exactly what moves into FuneralHQ.