From first call to final invoice — one system.
Cases, arrangements, documents, scheduling, and billing — in one place, not scattered across a binder, a spreadsheet, and software built for another decade.
Software shouldn't be the hard part.
Software built for a different era
Most funeral home software hasn't changed since it was installed from a CD. It runs on one machine, backs up to a thumb drive, and assumes nobody on staff owns a phone.
The same case, in three places
The arrangement lives in one system, the general price list in a binder, and the run sheet on a whiteboard. Every change means updating all three by hand — or not updating one of them at all.
Compliance you have to remember
The FTC Funeral Rule doesn't check itself. When disclosure depends on someone remembering to hand over the right form, eventually someone won't.
Features
Every case in one place
A case holds the decedent, the family, the arrangement, and every document tied to it — one screen instead of five. Directors see exactly where a case stands without hunting for it.
Forms that fill themselves
State-specific death certificate worksheets, authorizations, and VA forms generate straight from the case — no retyping a name six times. Every document a family or state requires is one click away.
The run sheet, not a whiteboard
See every removal, service, and appointment across every location on one calendar, with conflicts flagged before they become a problem. The run sheet updates itself as the schedule changes.
Billing that reaches your books
Payments, statements, and the general price list live with the case, and sync to QuickBooks automatically when a case is signed. No re-entering invoices by hand at month-end.
FTC Funeral Rule
Three disclosures the law requires. None of them optional.
The Funeral Rule isn't a suggestion, and it doesn't enforce itself. Procession OS builds each requirement into the case, so the right disclosure exists before it's needed — not after an inspector asks for it.
Before pricing is discussed
General price list
An itemized list of every good and service you offer, with prices, handed to anyone who asks — in person, not just on request.
Before caskets are shown
Casket price list
A separate itemized list of casket prices, shown before caskets are, whether the family asks for it or not.
Before a family leaves
Statement of goods and services
An itemized statement of exactly what was selected and what it costs, given before the arrangement conference ends.
“Lorem ipsum dolor sit amet, consectetur adipiscing elit. Sed do eiusmod tempor incididunt ut labore et dolore magna aliqua, ut enim ad minim veniam.”
See it on your own cases.
Book a demo and watch a real case move through the system, from first call to final invoice.