First call
Record the person who has died, the family contact and the immediate next steps.
Record the first call, make arrangements, coordinate people and vehicles, prepare documents and close the account.
Update a case once. The arranger, office team and funeral-day crew each see the information they need without retyping it.
Record the person who has died, the family contact and the immediate next steps.
Agree the service, products, suppliers, documents and family choices.
Assign the team and vehicles, confirm the route and check every deadline.
Reconcile costs, finish the account and close outstanding family tasks.
Use the sample funeral to practise arrangements, planning, the funeral day and aftercare.