Contracts in one place
Every preneed contract lives in the same system as your active cases, not in a separate file.
Preneed software for funeral home teams
Preneed is a promise you have to keep years later. FuneralHQ tracks each contract, keeps the details ready, and lets your team convert a preneed record to an at-need case in one step, so nothing has to be re-entered when the time comes.
Who this workflow fits and what it replaces
Who it is for
- Teams building a book of preneed contracts
- Counselors who arrange services in advance
- Firms that want preneed details ready on the day
- Owners who hate re-keying a contract at need
What it replaces
- Preneed files kept apart from active cases
- Re-entering the contract when a death occurs
- Guessing which contracts are complete
- Separate tools for preneed and at-need work
How preneed flows to at-need
The same record carries a family from the planning conversation to the day you serve them.
- 01
Record the contract
Capture the family, the planned services, and the merchandise on a preneed contract in FuneralHQ.
- 02
Keep the details ready
Store documents and notes with the contract so the plan is complete and easy to find later.
- 03
Find it when the call comes
Locate the existing preneed record at first call instead of starting a new arrangement from blank.
- 04
Convert in one step
Turn the preneed contract into an at-need case without re-entering the family, services, or merchandise.
- 05
Serve and bill the case
Carry the plan straight into documents, payments, and the synced invoice for the at-need case.
What keeps preneed ready
One-step conversion
Convert a preneed contract to an at-need case without retyping the family or the plan.
Plans stay complete
Documents and details stored with the contract mean the arrangement is ready when you need it.
No double entry
Details captured at planning carry forward, so the at-need case starts from what is already there.
Access by role
Role-based permissions control who can view and edit preneed records across your team.
Books follow the case
Once converted, invoices and payments sync to QuickBooks Online like any case.
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.
Common questions
Do I re-enter the contract at need?
No. You convert the preneed contract to an at-need case in one step, and the family, services, and merchandise carry over.
Where do preneed contracts live?
In the same system as your at-need cases, so the record is ready and easy to find when the time comes.
Can I store preneed documents?
Yes. Documents and notes store with the contract so the plan stays complete until it is needed.
Who can see preneed records?
Access is governed by role-based permissions, so you decide which team members can view and edit them.
See a preneed contract become a case
In 20 minutes we record a preneed plan and convert it to an at-need case with no data re-entered.