Worksheet

Funeral case file checklist

A two sided sheet. Side one has blocks for the first call, authorisations signed, service bookings and vendor orders, each with a tick box, a date and a staff initial. Side two lists the final statement lines, deposits received, balance due and the closing date.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Setting up a funeral home case file from first call to final invoice”, www.gullysystem.com/blog/setting-up-a-funeral-home-case-file-from-first-call-to-final-invoice