At-need and trade, kept distinct
Sending-firm details, partner custody records, statements, and notices keep trade work separable from your own family cases.
If you operate your own retort, trade cremations for other funeral homes need different intake, paperwork, custody records, and billing than your own at-need families. FuneralHQ runs both through one case system and gives trade partners a secure delivery portal for the work they send you.
Who it is for
What it replaces
One case system carries both kinds of work, so intake, documents, and billing stay organized without a second tool.
An at-need case records the family directly. A delivery or trade record keeps the sending funeral home, its reference, custody forms, statements, and notices tied to the work from intake onward.
The first call sheet opens the case with place of death, authorizing party, and transport details, so the file starts with the intake in it instead of a notepad.
Send the cremation authorization for e-signature from the case and store the signed copy with it. Confirming the statutory next-of-kin hierarchy and any waiting period for your state remains your licensee's judgment.
Every case in the building sits on the same whiteboard, so the day's work is one view rather than two lists reconciled by hand.
Payments post against the case, and invoices and payments sync to QuickBooks Online, so month end is a review rather than a reconstruction.
What is live today, stated plainly.
Sending-firm details, partner custody records, statements, and notices keep trade work separable from your own family cases.
Authorizations and paperwork generate from the case, go out as secure signing links, and store signed on the case with a timestamped trail.
Card and ACH payments, deposits, and plans, with the balance visible on the case they belong to.
Invoices and payments flow to your books without retyping, for trade work and family work alike.
Mobile intake, hospital intake, outtake, cremation, and cremains-release forms record the required details, signature, and timestamp. QR and barcode scan checkpoints for chain of custody sit alongside them.
Case records export whenever you need them. Your records belong to your firm, not to us.
Yes. Both run through FuneralHQ today. Delivery and trade records keep the sending firm, custody forms, notices, and statements tied to the partner work.
You send the cremation authorization for e-signature from the case, and the signed copy stores with it. Verifying the statutory next-of-kin hierarchy and any waiting period for your state remains your licensee's responsibility.
Yes. FuneralHQ includes QR and barcode scan checkpoints for chain of custody, alongside signed, timestamped custody forms.
Yes. FuneralHQ keeps a cremation log built from your cases, one line per cremation naming the decedent, the authorization and permits, the chamber, the cycle times, the operator, and the container. Choose a date range and download it as a PDF with your air district permit number and a signature line, or as a CSV. Each month's log is also emailed to your office on the first of the next month. Confirming it meets your state and air district requirements remains your licensee's judgment.
Every case in the building sits on the same whiteboard, so staff see the day's work in one view instead of reconciling a trade list against a family list.
In 20 minutes we walk a sample trade record through intake, signed custody forms, scan checkpoints, authorization, billing, and QuickBooks Online.