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One case, from first call to closed books

Follow a single cremation case through FuneralHQ: the first call, the arrangement, the signature packet, the payments and the QuickBooks posting. Five stages, one record.

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The family, dates and amounts in this case are fictional.

Case 2026-0418 at a glance

  • The first call opens the case
  • The arrangement builds from your price list
  • The packet goes out for signature
  • The family pays against the case
  • The books close without retyping

Cremation · $2,370.00 · Balance $0.00 · Posted to QuickBooks

  1. 01

    The first call opens the case

    The director on call takes the details once, on a first call sheet that becomes the case. Nobody copies the notes into a second system in the morning.

    First call intake →
    First call sheetCase 2026-0418 · Opened 11:42 PM
    Decedent
    Margaret Ellis, 84
    Place of death
    Willow Creek Hospice
    Caller
    Daniel Ellis, son
    Disposition
    Cremation
    Assigned director
    On call, Location A
    Status
    Case opened
  2. 02

    The arrangement builds from your price list

    Services and merchandise come from the firm’s own price list, so the statement is right the first time and the total is on the case before the family leaves.

    Case management →
    ArrangementFrom the Location A price list
    Direct cremation
    $1,995.00
    Walnut urn
    $295.00
    Certified copies, 4
    $80.00
    Total
    $2,370.00
  3. 03

    The packet goes out for signature

    Your own forms fill from the case and go to each signer from one place. The case shows who has signed and who has not, and the signed copies file themselves.

    Documents and e-signatures →
    Signature packet3 of 4 signed
    Cremation authorization
    Signed by Daniel
    Statement of goods and services
    Signed by Daniel
    Personal effects release
    Signed by Daniel
    Next of kin consent
    Waiting on Laura
  4. 04

    The family pays against the case

    Card and ACH are taken against the live balance, from the office or from a secure link the family opens at home. The balance on the case is the balance in the books.

    Payments →
    PaymentsBalance $0.00
    Deposit, card
    $1,000.00 paid
    Remainder, ACH
    $1,370.00 paid
    Balance
    $0.00
  5. 05

    The books close without retyping

    The invoice, both payments and the customer record post to QuickBooks as they happen. The bookkeeper reconciles against the case instead of rebuilding it.

    QuickBooks sync →
    QuickBooks OnlineSynced from case 2026-0418
    Customer
    Daniel Ellis
    Invoice
    $2,370.00 posted
    Payments
    2 posted

    Nothing keyed twice

Common questions

Is this a real case?

No. The family, dates and amounts are fictional, written so the totals reconcile. In a demo we run the same flow on your own forms and price list.

Can we see it on our own forms?

Yes. Bring a recent case with the names removed and we take it through the same five stages in a 20-minute demo.

Does every case follow these five stages?

Most at-need cases do. Burial, trade and preneed cases add their own steps, and the case shows the ones that apply.

Run it on one of your own cases

Bring a recent case with the names removed. We take it through all five stages on your forms and price list in 20 minutes.

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