Requirements checklist
What to ask for when choosing software for funeral homes.
A checklist built from how funeral homes work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Case record and first call
- Arrangement and statement of goods and services
- Services, chapel and vehicle schedule
- Documents and authorisations
- Merchandise and supplies stock
- Account, payment plans and receipts
- Pre-arranged plans
Roles that need their own access
Who logs in, and what each person may see or change.
- For funeral directors
- For office staff
- For drivers and crew
- For owners and managers
Reports to ask for
Ask to see each one with your own sample data.
- Cases opened and completed by period
- Statements issued and approved
- Documents outstanding by case
- Chapel and vehicle use by week
- Balances outstanding and payment plans
- Merchandise used and stock on hand
- Pre-arranged plans held and payments due
Systems it may need to connect to
Note which ones you already run.
- SMS
- WhatsApp or other messaging
- Payment gateway
- Accounting export
- Document storage
Questions for any vendor
Put these to every supplier you are comparing.
- Can it manage both burial and cremation cases?
- How is a family’s information protected?
- Can we produce our own statement of goods and services?
- Can it schedule chapels, vehicles and staff together?
- Does it handle payment plans?
- Can we hold pre-arranged plans?
- Does the on-call director need to be at the office to open a case?
- Can existing cases be moved?
- Who owns the data?
- What does it cost?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Case details are written more than once
- Rooms, vehicles and staff are booked separately
- Statements change and the old version is lost
- Documents are chased by phone
- Pre-arranged plans are filed and forgotten
Prefer to talk it through? See the funeral homes page.