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Case Records
A full digital record for each arrangement — deceased details, next of kin, funeral plan details, coffin selection, preparation instructions, flower choices, cremation or burial specifics, ceremony notes, music, officiant, bearers, departure logistics, service sheets, and memorial notices. Auto-numbered with your own case prefix.
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Arrangement Checklists
Customisable task templates applied automatically to every new case. Track progress across five categories — first call, arrangement, ceremony, admin, and aftercare. Assign tasks with due dates and overdue alerts.
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Document Storage & Scanning
Attach any file from Dropbox, OneDrive, Google Drive, Box, iCloud Drive, or your device's file storage. Scan physical documents with your camera in multi-page sessions — saved as PDFs directly in the case. Attach photos from your library too.
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Key Dates & Schedule
Service, cremation, burial, chapel visit, and meeting dates per case — with location, staff, and transport notes. A unified Schedule view shows all upcoming events across every active case.
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Family Contacts & Notes
Record next of kin and family contacts with phone, email, address, and relationship. Flag the primary contact. Add timestamped case notes with your name — a running log of calls, decisions, and conversations.
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Suppliers
Track crematorium, cemetery, celebrant, florist, transport, and other suppliers with booking references, contact details, and confirmation status — all linked to the case.
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Payment Status
Line-item payments with outstanding, part paid, paid, or waived status. Outstanding balance totals calculated per case. Clear enough to be useful without replacing your accounts system.
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Fleet Management
Track hearse, limousines, and support vehicles with MOT, road tax, and insurance expiry dates. Automatic reminders 30 and 7 days before anything lapses. Expired alerts shown immediately on the Fleet screen.
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Dashboard & Reports
Today's services, this week's events, and overdue tasks on the Dashboard. Reports show case volume, revenue, service type breakdown, and task completion — across any time period.