Each family sale, from first quote to install.
One record holds the money, the cemetery details, the install date, and every document for the sale.
Memorials
Everything about the sale, in one place.
Open a memorial and see where the money, the stone, and the paperwork stand. Close it when the stone is set.
- Retail price, deposit, and balance
- Cemetery, plot, install date, and completion
- Attachments: permits, proofs, cemetery forms
- Linked to the wholesaler quote or order it depends on
Memorial
Hartley family
- Retail price
- $4,250
- Deposit
- $1,500 paid
- Balance
- $2,750
- Install target
- May 14
Oak Grove Cemetery · Sec. 12, Lot 48
proof-v2.pdfcemetery-permit.pdf
Supplier orderO-1187
In productionFamilies & directory
The people around every memorial.
Families hold contacts, the deceased, notes, and every memorial you've made for them. The Directory holds cemeteries, funeral homes, installers, and off-platform suppliers, so the right contact is one click from the record.
- Families with contacts and history
- Directory kinds: cemetery, funeral home, installer, supplier, custom
- Memorial boards, and tasks for install dates and follow-ups
- Open and closed memorials at a glance
Retailers
5- SM4 quotes
Smithson Memorial
Joplin, MO
- TS2 orders
Tate Stone Co.
Springfield, MO
- HSIn production
Heritage Stone
Carthage, MO
- RFNew
Reed Family
Joplin, MO
- OC3 quotes
Ozark Co-op
Rolla, MO
Who lives in it
Works with
Where does Memorials fit in your operation?
A short call with the founders to map how your business runs today and where this module fits.
No commitment.