Saturday, May 9, 2026

Funeral director command center

Track every family from first inquiry through aftercare with fewer missed calls, clearer handoffs, signed documents, obituary progress, and payment status in one morning view.

New leads
5
2 under 20 minutes old
Active cases
7
4 service week arrangements
Signatures due
9
Cremation auth and permit forms
Portal complete
62%
Families with no open blockers
Collections
$8.2k
Open balances due before service
Calls avoided
31
Portal updates sent this week

Arrangement pipeline

Showing all active families
Family Stage Service Director Documents Portal Balance Next action

Today and tomorrow

Service rooms, transfers, and family meetings

Lead triage

New website, phone, and hospice referrals

Director activity feed

Portal, document, obituary, and staff follow-up events

Obituary publishing desk

Staff can draft, publish, update service details, and moderate guestbook activity from the same backend.

12 live
ListingServiceStatusViews
Elaine W. ParkerGuestbook has 18 messages pending family review.May 11, 2:00 PMPublished1,284
James E. CarterVeteran honors, burial map, and livestream link attached.Today, 11:30 AMFeatured932
Maria S. AlvarezAwaiting final family photo and scripture selection.May 14, 9:00 AMDraft214

Owner analytics

Quick read on leads, revenue, web demand, and family engagement.

Live
Revenue open$28.4k
Conversion42%
Obit views8.7k
Website leads74%
Online payments61%
Living memorial add-ons38%
Portal completion82%

Manual order builder

Create a phone, walk-in, or director-entered arrangement without leaving the console.

Order

Client directory and order records

Search families, open order details, edit contact records, add staff notes, and export client data.

OrderContactBalanceNext action
LM-2409 - Carter familyBurial with chapel service, living memorial pending copy.Alicia Carter$1,280Collect final signature
LM-2414 - Brooks familyCelebration package with livestream and tribute video.Marcus Brooks$0Livestream test
LM-2417 - Wells familyNew hospice referral entered by staff.Denise WellsEstimateDirector callback

Message center

Respond to families from the backend and keep every reply attached to the case.

8 new
Alicia Carter 9:18 AM

Can we update the obituary with Dad's military photo and confirm if the livestream link is ready?

Legacy staff draft Ready

Yes. Uploading the photo now, and the livestream link will be sent after the 1:30 PM test.

Staff access

Assign roles, reset passwords, and control who can edit orders, payments, obituaries, and reports.

Admin
Natalie EllisOwner admin - all permissions
Active
Rafael PatelFuneral director - cases, calendar, obituaries
Active
Mina SloanFront desk - leads, messages, client lookup
Limited

Website and service controls

Manage the public service list, obituary settings, emergency alerts, and memorial website offer.

Synced

Owner agenda

Daily operating picture for schedules, orders, payments, and staff responsibilities.

Today
TimeAgendaOwner note
8:30 AMStaff standupReview blockers and call queue.Ask about Wells estimate
11:30 AMCarter chapel serviceMain chapel, 82 expected guests.Confirm reception room
3:00 PMOrder reviewManual orders, balances, and memorial websites.Export weekly CSV