Your authorization packet
Map supported case fields into your document templates and keep signed copies with the case. E-signatures are unlimited, with no per-signature fee.
Funeral software for cremation businesses
Keep intake, authorizations, custody records and family payments connected to one cremation case. Families sign from home; staff review the documents, handoffs and balance before moving the case forward.
Who this workflow fits and what it replaces
Who it is for
- Direct cremation providers handling steady volume
- Firms where most families never visit in person
- Teams that need quick, repeatable case turnaround
- Operators selling and signing fully online
What it replaces
- Email threads to collect authorizations
- Phone calls chasing card payments
- A separate e-sign tool charging per signature
- Manual entry of each cremation into the books
How a cremation case moves
Follow one record from first call through release. Your firm’s forms and handoff steps belong in the walkthrough, including any work performed by a trade crematory.
- 01
Capture the first call
Record the family, decedent and disposition on the case. Reuse supported case fields in your mapped document templates instead of retyping the same details into each form.
- 02
Collect authorizations remotely
Send your cremation authorization packet for e-signature. Families sign from a phone, and staff can retrieve the completed documents on the case.
- 03
Record custody handoffs
Use the mobile portal for intake, hospital intake, outtake, cremation and cremains-release records. Capture the event details and signature; QR and barcode checkpoints support the custody trail.
- 04
Track the family’s payment
Take card or ACH payments, deposits or a payment plan against the case balance. Keep payment status separate from the staff review of authorizations, permits and custody records.
- 05
Review exceptions and release
Authorized staff review the captured custody records. An unmatched portal submission remains available for review and linking, rather than disappearing because no case was found.
- 06
Complete the accounting handoff
Sync the customer, invoice and payments to QuickBooks. Have your bookkeeper check the proposed edition, account mapping, fees and refund workflow on the demo.
The details a cremation team needs together
Test the connected workflow, not just a signed form or a payment screen. Use your own packet and include a handoff that needs staff review.
Signed custody events
Five portal forms cover intake, hospital intake, outtake, cremation and cremains release. Each submission keeps the event time, signer and signature.
QR and barcode checkpoints
Scan checkpoints sit alongside the signed custody forms. Bring your identification and handoff process so the team can demonstrate how it fits your operation.
Family payments and balances
Card and ACH payments, deposits and plans stay connected to the case balance. Payment processing is separate from the Platform subscription.
Accounting your office can check
Invoices, payments and customer records sync to QuickBooks Online or QuickBooks Desktop. Test a deposit, remaining balance and correction with your bookkeeper.
Published per-location pricing
Platform is $250 per month per location with unlimited users, cases and e-signatures. Confirm migration, optional packages and any separately scoped work in your proposal.
A sample case, from first call to the books
Every stage of a case is worked on one record, so nothing is typed twice between the person who takes the call and the person who closes the books.
6 steps 1 record
Every stage of a case in one file, so nothing falls between systems.
- First callThe caller, the decedent, and the next step, captured once.
- Arrangement fileServices, merchandise, and the statement, built on the case.
- DocumentsPackets generated from the case, signed remotely, and filed back on it.
- Family pageA secure page for status, forms, signatures, and payment.
- PaymentCard and ACH against a live case balance.
- The booksPosted to QuickBooks or the built-in ledger as payments clear.
Further reading
- Software workflows for cremation-focused firmsReview the intake, authorization, custody and payment steps together.
- Funeral home chain of custodyCheck the records and checkpoints your team needs at each handoff.
- Prove the workflow before buyingUse the same working-demo acceptance checklist across vendors.
Common questions
Can families sign without coming in?
Yes. Authorizations and packets go out for e-signature, so families sign from a phone or computer at home.
Can I collect payment before the cremation?
Yes. Take card or ACH payment online up front, with deposits or a payment plan, and see it reflected on the case.
Does high volume cost more per signature?
No. E-signatures are unlimited with no per-signature fee, regardless of how many cases you run.
Will my cremation cases reach QuickBooks?
Yes. Invoices, payments, and customer records sync without manual entry. FuneralHQ syncs with QuickBooks Online and QuickBooks Desktop.
Does FuneralHQ include cremation chain-of-custody records?
Yes. The mobile portal has intake, hospital intake, outtake, cremation and cremains-release forms with event details and signatures. QR and barcode checkpoints are also included. A location can configure supported form fields, and authorized staff review the records.
Does a paid case mean it is ready for cremation?
A payment or signed packet alone does not establish readiness. Staff also review the required authorization, permit, identity and custody records for the case. On the demo, include an outstanding signature and a handoff needing review so you can see how your team would find and resolve them.
What if we use an outside crematory?
Bring the trade partner’s intake, transfer and release steps to the walkthrough. FuneralHQ has partner records and a mobile custody portal; confirm how the partner will submit records, how staff link them to the case, and which tasks remain with your firm or the crematory.
See a cremation case end to end
Bring your authorization packet and one cremation workflow. Follow intake, signatures, a custody handoff, payment and the accounting record; include an exception your staff needs to resolve.