FuneralHQ

Software for independent funeral homes

FuneralHQ brings first-call intake, arrangements, documents, e-signatures, payments, and accounting into one case record for independent funeral homes. Platform starts at $250 per month per location, with unlimited users, cases, and e-signatures. Build around your own forms, document fields, price list, and staff permissions. Bring a sample case to see that setup working before switching.

Engraved illustration of a two-storey clapboard funeral home with a lantern and a lily planter by the door.

Who this workflow fits and what it replaces

Who it is for

  • Single-location firms run by one or two arrangers
  • Owners tired of paying for tools that do not talk
  • Directors who handle cases and bookkeeping themselves
  • Homes moving off paper files and shared drives

What it replaces

  • Spreadsheets used as a case list
  • A shared drive full of loose document folders
  • A standalone DocuSign or e-sign subscription
  • Hand-keying every invoice into QuickBooks

How it works for a small firm

You wear several hats, so the system is built to remove steps rather than add them.

  1. 01

    Start the case yourself

    Open a case at first call, capture the family and decedent, and set the disposition without waiting on anyone else.

  2. 02

    Arrange and document in one place

    Add services and merchandise, generate the packet, and send it for signature from the same record.

  3. 03

    Collect without a separate app

    Take a card or ACH deposit, set a payment plan, and watch the balance update on the case.

  4. 04

    Close the books without retyping

    Push the invoice, payment, and customer record straight to QuickBooks Online or QuickBooks Desktop, or keep the books in the built-in general ledger.

  5. 05

    Keep one record of truth

    Signed documents and payments stay with the case, giving your team a shared place to check the arrangement and its balance.

Why independents choose FuneralHQ

Published Platform pricing

Platform is $250 a month per location with unlimited users, cases, and e-signatures. Ask for a written quote covering payment processing and any optional services alongside the subscription.

Your forms and document fields

Map your document templates to case details and add your own text or date fields. An answer saved to the case can fill the same mapped field on another document.

Up and running quickly

We aim for a first live case in about a week. We confirm the schedule after reviewing your records, forms, and accounting setup; you review the sample import before go-live.

Books that match the case

Invoices, payments, and customer records sync to QuickBooks Online or QuickBooks Desktop. Have your bookkeeper check account mapping, a sample payment, and reconciliation before go-live.

Preneed ready when needed

Track preneed contracts and convert one to an at-need case without re-entering the family details.

Your data stays yours

Export your records anytime, with role-based permissions if you bring on part-time help.

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.

  1. First callThe caller, the decedent, and the next step, captured once.
  2. Arrangement fileServices, merchandise, and the statement, built on the case.
  3. DocumentsPackets generated from the case, signed remotely, and filed back on it.
  4. Family pageA secure page for status, forms, signatures, and payment.
  5. PaymentCard and ACH against a live case balance.
  6. The booksPosted to QuickBooks or the built-in ledger as payments clear.
See case management

Common questions

Can we customize FuneralHQ around our funeral home?

Yes. Use your own document templates and price list, map document fields to case information, add reusable custom text or date fields, and control staff access by role and location. Family intake and custody layouts also have supported field controls. For example, a crematory permit number can be saved once on the case and reused on documents mapped to that custom field. Bring the forms and location rules you need so we can show your exact setup.

How should a small independent firm compare funeral home software?

Ask each vendor to run the same sample case using your forms and price list: first call, arrangement, signed packet, payment, and accounting entry. Get a written total-cost quote, have your bookkeeper verify the accounting workflow, and test staff permissions and a usable data export. FuneralHQ publishes Platform pricing and provides an acceptance-test worksheet so you can make that comparison on the work your team actually does.

Is this affordable for a one-location home?

Yes. Platform is $250 a month for a single location and includes the whole workflow: cases, documents, unlimited e-signatures, payments, and QuickBooks sync, with unlimited users.

Can I drop my separate e-sign tool?

Yes. E-signatures are built in with unlimited signatures and no per-signature fee, so a standalone subscription is no longer needed.

Will it move my data off my spreadsheet?

We review an export of your cases and contacts, map the fields, and show you a sample import before loading the agreed records. Paper files need a separate review of what will be entered or digitized. Confirm the scope and schedule before choosing a go-live date.

Do I still need QuickBooks?

That is your choice. FuneralHQ includes a built-in general ledger, payroll, and trust accounting. It also syncs with QuickBooks Online and QuickBooks Desktop for firms that keep their books there, so you stop entering each invoice by hand.

See it run on your kind of case

In 20 minutes we walk a sample case from first call to a paid, synced invoice using a small-firm workflow.