New family
Take a message
Book Appointment
⇄ Arrange
Reports
People & HR
Difficult conversations
Advertising
Standing jobs
Assets
Inventory sheets
Licenses
Overdue
Weekly meeting
Work parties
Financials
Succession
Staff
Scripts
Export
Load samples
Erase all
New family
Who are we caring for?
At-need family
A death we are serving now
Pet family
Pet cremation
Burial
Cremation
The deceased
Name
Date of death
Who we call
First name
Last name
Relationship
Phone
Email
— for the survey and review notes
Ours to look after
Service date
— if known
Arranger — whose calls and emails these are
Cancel
Start calling
—
Edit this template
Subject
Message
Open in email
Copy text
Notes
Not yet
Mark done
Front desk
Callback message
For
Who called
Call them back at
Pick the family on file
Family name
Case number
How soon
Whenever they can
Before end of day
Right away
What they said
Cancel
Leave the message
Appointments
New appointment
What is it
Who is coming in
Phone
Family on file
Date
Time
How long
30 minutes
1 hour
1.5 hours
2 hours
Who is meeting the family
Where
Notes
Tell them — puts it on each person's Things Needing Done for that day
Delete
Cancel
Save
Standing job
New standing job
What needs doing
How often
On a weekday
Last weekday of the month
Every working day
Every payday
Monday after a pay period
Tuesday after a pay period
A set day each month
Once a year
Day
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday
Repeat
Every week
Every other week
Every 3 weeks
Every 4 weeks
Which weeks
shift by one week
Day of month
Repeat
Every month
Every 2 months
Every quarter
Twice a year
Date
Assign to
Anyone
Reception (whoever is on)
Arrangers (whoever is on)
only part of the year
From
Through
Cancel
Save job
Standing job
Move to someone else
Now goes to
This moves every future turn — and any copy already on the old person's list that isn't done yet — over to whoever you pick.
Cancel
Move it
Advertising
New campaign
Campaign
Where it runs
Cost
Per
Month
Week
Year
One-time
Starts
Ends
Notes
Cancel
Save campaign
Request time off
From
Through
Type
Hours
Anything the manager should know
Cancel
Send request
Yours to keep current
My information
Phone
Personal email
Mailing address
Birthday
Only the month and day are kept — never the year
Emergency contact
Name
Relationship
Phone
Shirt size & notes
Shirt size
Anything else the office should have
My documents
Upload
What is it?
Expires (if any)
Upload your professional license, driver's license, or certificates. A phone photo is fine.
Your manager sees these. Don't put Social Security or bank details here — those belong on paper or in payroll.
Cancel
Save
Work schedule
Add shift
Who
Day
Start
End
Type
Note
Delete
Cancel
Save shift
Work schedule
Schedule a whole week
Set one person's shift across a week in a single step. Tick the days, set the type and times, and it drops a shift on each ticked day.
Who
Type
Which week
Start
End
Days
Skip holidays and closed days
Note (optional)
Cancel
Put shifts on the week
Timesheet
‹
›
You're still clocked in
Clock out first, or that shift won't be counted on this sheet.
Hours
Event pay
Reimbursements
Upload a receipt — photo or PDF
Add without a receipt
Anything the manager should know
Close
Submit to manager
Record a pay change
Effective
Paid
Hourly
Salary
Rate
Reason
Cancel
Save
Fleet
Add a vehicle
Name it
Plate
Year
Make
Model
VIN
Odometer
Registration due
Safety inspection
Insurance renews
Last deep detail
Detail every (months)
Title / ownership
—
Title in hand (owned free & clear)
Loan on vehicle
Leased
Lienholder / lender
Loan payoff / balance
Loan paid off by
Notes
Delete
Cancel
Save
Tires
Add tire purchase
Purchase date
Mileage at purchase
Brand / model
How many
Cost (total)
Warranty — miles
Warranty — months
Bought from
Notes
Cancel
Save
Contacts
Add a contact
Name
Phone
Email
Fax
Category
Mailing address
Notes
Frequently called — pin to the top
Delete
Cancel
Save
Assets
Add an asset
Name
Category
Serial / model number
Location
Status
Purchase date
Purchase price
Bought from
Warranty expires
Notes
Delete
Cancel
Save
Service
Log a service
Date
Odometer
Scheduled item
What was done
Where
Cost
Notes
Cancel
Save
Retort
Unit details
Name
Installed
Make
Model
Serial
Air quality permit expires
State inspection due
Operator certification
Notes
Cancel
Save
Service
Log retort service
Date
Cases at service
Hours at service
Scheduled item
What was done
Who did it
Cost
Notes
Cancel
Save
Spare parts
Add a part
Part
Part number
Fits
On hand
Keep at least
Where it's kept
Where to order
Unit cost
Delete
Cancel
Save
From all of us
Happy birthday,
This work asks a lot of the people who do it well. We're glad you're here.
Thank you
Staff
Add a user
Name
Job titles
PIN — 4 to 8 digits
Type it again
Cancel
Add to staff
Inventory
Print a count sheet
Blank sheets to count against — print one whenever you need it, not just when the inventory falls due.
Close
Staff
Job titles —
Job titles
Someone can hold more than one. They'll see the standing jobs and tasks for every title they hold.
Cancel
Save
Staff
Make inactive —
Their record is kept
Deactivating stops their access and takes them off the active roster, but everything they logged and their full HR record are saved. Fill in the details below so you have them for future reference.
Last day
Reason
Resigned
Terminated
Laid off
Retired
End of season
Other
Eligible for rehire
— not noted —
Yes
No
Maybe / with conditions
Kept private to managers
Notes (optional)
Cancel
Make inactive
Fix a punch
Day
Clocked in
Clocked out
Why the change
Cancel
Save the fix
Payroll
Your timesheet is due
The pay period
has closed. Send your hours and any event pay through before payroll is run — once it's run, a correction has to wait for the next cheque.
Later
Open my timesheet
Community events
New community event
What is it
Kind
Date
Time
Where
Who is over it
Who is helping
What help is needed
Details
Anything else worth knowing
After the event
— turnout and who to follow up with
What still needs completed
Add
Budget
Add
Delete
Cancel
Save
Continuing education
This period
Hours logged
Ethics hours
Log a credit
Course or activity
Date completed
Hours
Counts toward the ethics requirement
Add credit
Credits on file
Close
Headstone Management
Family & Contact
Contact
Phone
Email
Street address
City
State
ZIP
Dates
Cemetery
At-Need Case #
Promised for Memorial Day
Cancel
Save
Headstone Management
Monument Specs & Engraving
Monument
Size of stone
Color
Style
Setting
—
Flat
Raised
Slope
Base
—
Yes
No
Base size
Base color
Base polish
—
Polished
Unpolished
Both (polished top, rock pitch sides)
Front design #
Back design
—
Yes
No
Back design #
Porcelain image
—
Yes
No
Porcelain shape
Porcelain size
Porcelain B&W / color
—
Black & white
Color
Hero medallion
—
Yes
No
Medallion size
Medallion design
Back design information
Vases
Vase type
—
Granite
Aeon
Vase color
Qty of vases
No vase — just a hole
—
Yes
No
Vase placement
—
Centered at top
Left side
Right side
One on each side
Qty of holes
Placement Direction
Mother on
—
North
South
Father on
—
North
South
Headstone facing
—
West
East
Engraving
Name
Dates
Name (second)
Dates (second)
Other inscription
Cancel
Save
Headstone Management
Contract Price
Contract total:
Cancel
Save
Headstone Management
Email
To
Subject
Body
Cancel
Copy
Open in email