Specialist verticals
Funeral services
Coordinate each funeral service through a dedicated case file.
Keep family information, required tasks and booked services together, with a clear view of what is arranged and what still needs attention.
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Funeral services · Add-on
Funeral services
Coordinate each funeral service through a dedicated case file. Keep family information, required tasks and booked services together, with a clear view of what is arranged and what still needs attention.
Available as an optional module for your Equinox setup.
Features
Inside the module.
Explore the working areas, records and tools available in this module.
Tomb and light maintenance
Recurring maintenance contracts, with billing scheduling
Cemetery concessions
The renewal diary, the recurring revenue of the trade
Preneed contracts
Funeral prearrangement: wishes signed in life and prepaid services
Authority filings
Filing · Authority · Status
Services
Description · Supplier · Amount · advance
Documents
Documents start as drafts in the document engine: they are completed there
Posters and obituaries
Compose poster · Compose obituary · Export the text
Funeral services
Practices from the engagement to the invoice, with the authority filings
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In practice
The work, step by step.
Explore the activities this module brings together. Choose a step to see what you can manage.
Open the case
Open the case with the family and the service details.
Coordinate the service
Track required tasks and the services arranged for the funeral.
Review completion
Review service amounts, advances and the progress of the case.
Start with the way you work.
Equinox
Start with the way you work.
Tell us about your processes. We can identify the modules and configuration that fit your business.
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