Core Operations
Every Case, From First Call to Final Payment
See all your cases in one place. Know exactly where everything stands—who's been called, what's been ordered, what's still pending. No more sticky notes or wondering if something slipped through the cracks.
- ✓ See all active cases and their status at a glance
- ✓ Enter information once—it fills in everywhere else
- ✓ Track every step from first call to final payment
- ✓ Get reminders before things fall through the cracks
- ✓ Pull up any past case in seconds when families return
Active Cases
Johnson, Robert M.
Service Tomorrow
Memorial Service • Jan 22, 2pm • Chapel A
✓ DC Filed
✓ Insurance Submitted
○ Final Payment
Martinez, Elena C.
In Progress
Traditional Burial • Jan 24, 10am • St. Mary's
✓ Arrangement
○ DC Pending
○ Cemetery Confirm
Thompson, William J.
First Call
Received 8:45am • Mercy Hospital • Family arriving 11am
✓ Transfer
○ Arrangement
○ Plan Services