Advisor
Advisor was born more than 20 years ago as the profession’s first interactive funeral arrangement system. Today, Advisor integrates this interactive arrangement with a comprehensive case management and forms automation system to create a completely cloud-based business system for your funeral home.
With the industry’s first integrated smartphone app, your business information is always at your fingertips, wherever you go.
Learn more:
Case Management and Forms Automation
Interactive Arrangement
Family Planning Portal
CareTrack Body Tracking
Business Reports
Digital Whiteboard and Task Management
Integrated Smartphone App
Case Management and Forms Automation
Advisor provides web-based access to the information you need to serve families. Record vital statistics, related people, contract and payment details and more. Advisor also includes an extensive library of business forms, including:
- Federal, state, and many local government forms
- Veterans forms
- Authorization forms
- Record of Funeral forms
- Several Contract formats
- Custom forms also available
Interactive Arrangement
The integrated interactive arrangement system helps funeral arrangers guide families through the entire arrangement process. Transform your arrangement office with a large video monitor for reviewing choices for creating a meaningful funeral or memorial event.
- Bring your general price list to life through an interactive selection process that helps you educate families about the different services available at your funeral home
- Review digital merchandise catalogs with high resolution product images and personalization of caskets, urns, vaults, keepsakes and more
- Schedule funeral and memorial gatherings with detailed event planning pages
- Draft obituaries and death notices with the family to ensure accuracy
- Record biography information required for death certificate and other forms
With the integrated arrangement system, you’ll only type information one time and it will be available throughout the Advisor system.
Family Planning Portal
Family funeral decisions are often formed before they arrive for the arrangement. Advisor includes Family Connections so you can provide each family a private planning website they can utilize prior to the arrangement meeting.
With Family Connections, families can preview and select their preferences for funeral services and merchandise and even start to complete biographical information prior to the arrangement meeting. This allows funeral professionals to spend more time focusing on creating a meaningful, personalized funeral event during the arrangement meeting.
CareTrack Body Tracking
Using this innovative new feature, everyone in your organization will be able to track the care process from the moment the deceased enters your care through to final disposition. Using the integrated Advisor smartphone app, your staff can record the chain of custody by scanning QR codes throughout the process.
Business Reports
Advisor includes important business reports that help owners or managers track business results. Sales reports can be configured by location, arranger, case type, with drill down focus on any product or service category.
Additional reports include: accounts receivable, sales tax, family follow up and more.
Digital Whiteboard and Task Management
Repurpose that old dry-erase board in the office. The integrated Advisor digital whiteboard provides an at-a-glance calendar view of upcoming services that keeps your entire team informed.
With task management, funeral homes with a large staff can stay coordinated to serve families. Tasks can be automatically created or assigned to staff members. Calendar views show users their specific tasks for the day.
Integrated Smartphone App
Introducing the industry’s first case management smartphone app. With the Advisor smartphone app, your staff will have key business information at their fingertips anytime, anywhere.
The Advisor app enables you to create new cases, review current case details and notes, view the schedule of events, create a Family Connections website and utilize the CareTrack system. The app is available at no additional cost for the iOS and Android platform.