A ten-step path that keeps people, ceremony, logistics, products and documents together, with progress always visible.
Every funeral sets dozens of pieces of information in motion: the deceased's and relatives' data, the ceremony, transport, products, paperwork. When they live in different places — paper, spreadsheets, chats — every step becomes a reconstruction.
With RESTinCloud's Guided Funeral Case you open a single case file and build it step by step: the wizard walks you through ten ordered stages, from the person to the last document, and every piece of data you enter stays available for the following steps. The draft is saved, progress is visible, and whoever takes over sees at a glance where the case stands.
Deceased, contact person, relatives, ceremony, logistics, products and forms live in the same case.
Ten ordered steps with progress checks: nothing forgotten, no wandering between screens.
What you type in one step feeds the next ones: quote, summaries and forms reuse the same data.
Stop and resume anytime: the case stays where you left it, with its status visible to the whole team.
At the end you get the complete picture of the case, ready for review and printing.
Whoever takes over doesn't need to ask where things stand: the case file shows it.
| Before | With RESTinCloud |
|---|---|
| Deceased's data copied onto forms, quote and summaries | Entered once in the wizard and reused across the whole case |
| Ceremony, transport and products on separate sheets and chats | Dedicated stages of the same path, in the same case file |
| "Where are we?" asked over the phone | Step-by-step progress visible to the whole team |
| Cases restarted from scratch after an interruption | Saved draft: you resume exactly where you stopped |
Examples based on a verified demo workflow; data and people in the videos are entirely synthetic.