Free checklist
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.
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.