Parting Pro

How can I create and edit task templates to use in my cases?

Creating and Editing Task Templates

Jenny Edmondson

Will Chang

Hillary Scalmanini

Manage cases efficiently with detailed instructions and best practices for tracking client information.

Case Management

What do I do with an active case?

Assigning or updating case IDs

How do I save the information necessary to work on a case in Parting Pro?

Adding logistics information to a case

How to send digital photo to the family for ID verification of their loved one.

Sending a Photo to the Family for ID Verification

How can I get the family to verify the EDRS working copy or have them make changes?

Getting the Death Certificate Working Copy Verification

Marking a Case as Complete

Deleting a Case

Clean out your case list by archiving cases

Case Management Basics

Schedule and manage case events in the Events tab, including visitations, funerals, and more.

How to Add and Manage Events in a Case

See how events appear in the Events tab, including past, upcoming, and unscheduled events, and how the list organizes them by date and time.

How Events are Displayed in the Events Tab

Learn how to edit details for existing events or permanently delete events in the Events tab to keep case schedules accurate and up to date.

Editing and Deleting Events in the Events Tab

Learn how to create, update, and track case events in Parting Pro’s Events tab (beta)

Managing Events

Learn how to send, customize, and manage outbound emails directly from a case in Parting Pro using the Custom Emails feature.

Custom Outbound Emails

Create, edit, and manage reusable templates for custom emails to save time and keep your team’s messages consistent and professional.

Set Up and Manage Email Templates for Custom Emails

How to send and manage custom emails in Parting Pro

Adding a new pre-need case to track pre-planners

How Pre-Need Cases are created by your families

How families submit prearrangement information to your funeral home

Learn how to follow up, communicate, and manage pre-need cases effectively in Parting Pro.

How to Manage Pre-Need Cases Effectively

Ashley Jones

Pre-need Case

How Imminent Cases are created by your families

How families prearrange services for imminent deaths

Adding a new imminent case to track deaths that have not occurred

What do I do when the loved one has not passed away yet?

Kyli Knupp

Imminent Case

How to move an imminent case to an at-need case

How to move a case to at-need once a death has occurred

How to view your at-need cases

How At-Need Cases are created by your families

How families choose services and pay when a death has occurred

At-need Case

A Contracts tab to create, manage, and track contract signatures, with access to older SFGSS documents.

Getting Started with Contracts

Step-by-step guide to create a contract and link it to invoices before sending to families for signature.

How to Create a Contract

How to send a contract to families for digital signature, with customizable email message.

Sending a Contract for Signature

How to collect a digital signature on a contract while meeting with the family in person.

Getting a Contract E-Signed in Person

How to fix contracts that were signed before required info like date of death or address was added.

Revising a Signed Contract (Missing DOD or Address)

Send a contract and invoice together - perfect when you're ready to invoice right away and the signer and payer are the same person.

Sending an Invoice & Request for Signature on a Contract

Easily generate a contract from any existing invoice - right from the Payments tab or the invoice overview page.

How to Quickly Generate a Contract from an Invoice

Optional: Set purchaser address as required before signing to meet internal or state requirements.

Settings: Require Purchaser Address for Signatures

Set up your default contract disclosures, business info, and layout from the Contracts settings page.

Settings: Customizing the Contract Template

Understanding the Documents You'll Use with Your Customers: Contract, Invoice, and Receipt

Contract Management

How do I begin? What do I do with a price shopper?

How can I send out an email to a Price Shopper?

Sending a Price Shopper Email

Remembering information about a price shopper using notes

Updating information on a price shopper

Need to turn off email reminders after sending forms or shopper email? Here's how!

Disabling Email Reminders

Seeing all active Shoppers

When a price shopper becomes an active case

Seeing all Shoppers that are no longer active

Price Shoppers

Learn how review requests work, where to see submitted reviews, and when it is safe to archive completed cases.

Viewing and Sending Reviews After a Case Is Completed

Why can't I see reviews posted on Google, Yelp or Facebook?

Reviews

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