Funeral case management
Staff open a case from the first call, with the deceased, the caller, collection details and an assigned arranger. The case can be updated as the funeral moves forward.
What is in the workspace today
Features funeral businesses can use
Each item below is present in the ParlourHub application. Nothing on this page is listed as live unless the workflow exists.
Daily funeral operations
Mortuary register
A case that is in the mortuary can be recorded, stored and released with the person it was released to.
Obituaries
The workspace includes an obituary list connected to funeral cases.
Planning, people and branches
Funeral diary and scheduling
Service dates, cemeteries and vehicle bookings sit with the funeral, and the diary shows upcoming work.
Staff coordination
Administrators create sign-in accounts for collectors, cashiers, arrangers, mortuary staff and managers. Sensitive actions such as user administration are limited to managers.
Fleet and inventory
Hearses, family cars and buses can be recorded and booked. Coffins and other stock can be counted and linked to a branch.
Branch records
A branch can be stored against members, payments, vehicles, stock and cash-ups. Creating every branch from a dedicated screen is still limited and is handled during onboarding.
Families, policies and money
Client and family records
Member records hold the policyholder, dependants and beneficiaries.
Policy and premium administration
Policy products, age-based rates, waiting periods and member status are part of the workspace. This sits beside the funeral work. It is not the whole product.
Claims
Claims can be captured and their status updated.
Payments, arrears and batches
Staff record premium collections, see arrears, follow a collector route and prepare a collection batch.
Receipts and quotations
The workspace produces a receipt, a funeral quotation, a funeral programme and a balance statement. Documents can be prepared in English, Afrikaans, isiZulu or Sesotho.
Cash-ups, ledger and commissions
Cash collected in a day can be counted up. A financial ledger lists recent payments. Agent commissions can be marked paid.
Management view
Dashboard and reports
The dashboard summarises funerals, collections and open work. Executive reports cover collections, arrears and claims.
Business settings
Managers save the parlour name, address, banking details and the wording used on documents.
Not switched on
The communication screen can store a message, but automatic SMS, WhatsApp and email delivery is not connected. Public self-registration is off. ParlourHub does not include payroll.