Funeral home management software

One record per family. First call to final invoice.

Intake, arrangements, obituaries, merchandise, billing, documents, and fleet all live on the same case — so your staff enters a name once and it carries through every step of the service.

CASE 2026-014
Margaret A. Whitfield
Arrangement
Date of deathFeb 14, 2026
Place of deathWake County, NC
DirectorR. Solano
DispositionBurial
Cert. worksheetReady to file
Daughter · primaryEllen Whitfield
Phone(919) 555–0148
SonThomas Whitfield
Billed toEllen Whitfield
StoredEncrypted
Service & staff$2,400.00
Casket — Cambridge oak$1,850.00
Obituary notice$180.00
Paid−$2,000.00
Balance$2,430.00
Obituary Documents Invoice Selections Face sheet
One record carries the family through every step
AES‑256 encryption on names and contact details at rest
NC & SC death certificate worksheets prepared in advance
Any device desk, laptop, or a tablet at the arrangement table
The case file

Everything about a service, on the same page as the family.

Mortuary Online isn't a stack of separate tools. It's one case record that grows as the arrangement does — and every screen that needs the family's information already has it.

Cases & intake

From first call to filed, without re-keying

Open a case in seconds with just a name, then fill in the rest as it comes. Status moves from intake through arrangement, filing, and completion, and the paperwork builds itself along the way.

  • Decedent details, death details, and disposition on one file
  • Next of kin and informants, with primary and billing contacts flagged
  • North Carolina and South Carolina death certificate worksheets
  • Printable face sheet and a blank intake form for the first call
  • Search by family name or case number, and assign a director
Arrangement table

A presentation screen you can hand to the family

Open the catalog on a tablet with your own logo and colors, no sidebar and no admin clutter in view. Browse caskets, urns, and services with real photographs, add selections as you talk, and finish with a saved quote.

  • Full-bleed product photography with additional images on tap
  • Add to cart, adjust quantities, running total — nothing reloads
  • Capture the family's contact details as you go
  • Print or download the selections summary as a PDF
  • Turn the finished quote into a draft invoice in one click
For families

An obituary page worth sharing, and a guestbook you control.

Write the obituary in the case file and publish it to a clean public page under your funeral home's name — with your logo, your colors, service times the family can actually use, and a guestbook nothing reaches without your approval.

Obituaries

Written once, published clean

  • Portrait photo and a full slideshow gallery with a tap-to-enlarge lightbox
  • Visitation, service, and graveside events with dates, times, and addresses
  • One-tap map directions and an add-to-calendar file for every event
  • Optional line of military service beneath the obituary
  • Guestbook messages and family photos held for review before they appear
  • A moderation queue in the sidebar tells you when something is waiting
The rest of the file

The parts of the business that usually live in a spreadsheet.

Merchandise, billing, paperwork, vehicles, and the numbers an owner actually checks — all in the same system, all tied back to the case.

01

Product catalog

Caskets, urns, services, and any category you add — each with photographs, SKU, manufacturer, price, and a reorder link for when stock runs low.

02

Invoicing

Line items from your catalog or typed in fresh, numbered automatically, with payments recorded as they come in and a balance that keeps itself current.

03

Invoice delivery

Send a clean PDF to the billing contact by email or text message, with a record of exactly what went out and when.

04

Documents

Folders you arrange by dragging, files attached to the right case automatically, and a storage meter so you always know where you stand.

05

File privacy

Mark a file company-wide or keep it private to you, and generate a share link when a family or an attorney needs a single document.

06

Trash & recovery

Deleted files sit in the trash for thirty days before they're purged, so an accidental delete on a Friday isn't a crisis on Monday.

07

Fleet & vehicles

Track every coach and van with fuel, maintenance, insurance, lease, and upgrade costs — with mileage and a photographed receipt on each entry.

08

Fleet spending

Today, this week, this month, this year, and lifetime totals per vehicle, charted, so you can see which one is quietly costing you money.

09

Leads

Keep pre-need enquiries and walk-ins somewhere better than a sticky note, searchable by name, phone, or email, encrypted like everything else.

10

Reporting

Revenue invoiced against cash actually collected, case volume by month, outstanding balances, and your best-selling items and services.

11

Staff & permissions

Build roles that match how your home really works — view or edit, feature by feature — right down to who may add or delete a vehicle expense.

12

Your branding

Upload your logo and set your color once. It carries onto obituary pages and the arrangement screen the family is looking at.

13

Quick actions

Take a first call, log a fuel stop, jot down a lead, or open the arrangement screen from any page, without losing what you were working on.

14

Unsaved-work guard

Close a tab mid-obituary and the browser stops you first. Long forms warn before they let anything go.

15

Support

Raise a ticket with a screenshot attached from inside the app, and see when a reply is waiting without checking your email.

Handled carefully

Families' details deserve more than a shared drive.

You hold some of the most sensitive information a person leaves behind. It's treated that way at every layer — not just behind a login screen.

Encrypted at rest

Decedent names, next-of-kin contact details, social security numbers, and lead information are encrypted with AES-256-GCM before they touch the database.

Your home, walled off

Every record is scoped to your funeral home. Cases, documents, and obituaries can't be reached from another account, by URL or otherwise.

Nothing public by accident

Files and photographs are served through permission checks, never straight off disk. Public sharing is off until you deliberately turn it on.

Get in touch

See it with your own cases in front of you.

We'll walk through intake, an arrangement presentation, and billing using the way your funeral home actually runs — not a canned demo.

Request a walkthrough