Funeral Home Case, Arrangement & Compliance
Case-centric mortuary workflow: itemized disclosures, pass-through disbursements, resource scheduling and per-case profitability
Funeral Home Case, Arrangement & Compliance Manage every case file from first-call to service:
Key Features
Funeral Resource Booking
Funeral Resource Booking. Tracks Case, Resource, Description, Start, End. One-click confirm, close, cancel.
Funeral Case File
Funeral Case File. Tracks Case Number, Deceased Name, Date of Birth, Date of Death, ID / SSN. One-click start arrangement, schedule, complete service, bill, close.
Funeral Third-Party Cash Advance / Disbursement
Funeral Third-Party Cash Advance / Disbursement. Tracks Case, Description, Third-Party Vendor, Actual Cost, Markup Amount.
Funeral Case Next of Kin / Contact
Funeral Case Next of Kin / Contact. Tracks Case, Name, Phone, Email, Address.
Funeral Case Payment
Funeral Case Payment. Tracks Case, Reference, Amount, Payment Date, Insurance Company. One-click mark received, apply.
Funeral General Price List Item
Funeral General Price List Item. Tracks Description, Reference, Sequence, Family Price, Internal Cost.
Funeral Home Schedulable Resource
Funeral Home Schedulable Resource. Tracks Name, Capacity, Linked User, Active, Company.
Funeral Case Permit / Certificate Task
Funeral Case Permit / Certificate Task. Tracks Case, Task, Deadline, Responsible, Completion Date. One-click start, close, reset.
Use Cases
Screenshots
Cases
Payments
General Price List
Schedulable Resources
Permit Certificate Task
Why Choose This Module
Case file per deceased with personal details, next-of-kin and pre-need/at-need distinction. Itemized arrangement selection from a general price list of services and merchandise (caskets, urns, facilities, transportation) producing a statutory itemized statement. Third-party cash-advance / disbursement tracking (cemetery, clergy, flowers) passed through at cost, with mandatory disclosure of any markup. Service scheduling across chapels, vehicles and staff with automatic conflict prevention. Deposit and insurance-assignment billing. Task checklist for permits and certificates with deadlines and overdue tracking. Per-case profitability (family charges vs. internal cost basis).
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
- Update date: 2026-07-24