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Case Records
A full digital record for each arrangement — deceased details, coffin selection, flower choices, cremation or burial specifics, ceremony notes, music, officiant, bearers, 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 iCloud Drive, Dropbox, OneDrive, Google Drive, Box, or the iOS Files app. 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.