Funeral Home Case, Arrangement & Compliance
Case-centric mortuary workflow: itemized disclosures, pass-through disbursements, resource scheduling and per-case profitability
Funeral Home Case, Arrangement & Compliance Manage every case file from first-call to service:
Key Features
Funeral Resource Booking
Funeral Resource Booking. Tracks Case, Resource, Description, Start, End. One-click confirm, close, cancel.
Funeral Case File
Funeral Case File. Tracks Case Number, Deceased Name, Date of Birth, Date of Death, ID / SSN. One-click start arrangement, schedule, complete service, bill, close.
Funeral Third-Party Cash Advance / Disbursement
Funeral Third-Party Cash Advance / Disbursement. Tracks Case, Description, Third-Party Vendor, Actual Cost, Markup Amount.
Funeral Case Next of Kin / Contact
Funeral Case Next of Kin / Contact. Tracks Case, Name, Phone, Email, Address.
Funeral Case Payment
Funeral Case Payment. Tracks Case, Reference, Amount, Payment Date, Insurance Company. One-click mark received, apply.
Funeral General Price List Item
Funeral General Price List Item. Tracks Description, Reference, Sequence, Family Price, Internal Cost.
Funeral Home Schedulable Resource
Funeral Home Schedulable Resource. Tracks Name, Capacity, Linked User, Active, Company.
Funeral Case Permit / Certificate Task
Funeral Case Permit / Certificate Task. Tracks Case, Task, Deadline, Responsible, Completion Date. One-click start, close, reset.
Use Cases
Screenshots
Cases
Payments
General Price List
Schedulable Resources
Permit Certificate Task
Why Choose This Module
Case file per deceased with personal details, next-of-kin and pre-need/at-need distinction. Itemized arrangement selection from a general price list of services and merchandise (caskets, urns, facilities, transportation) producing a statutory itemized statement. Third-party cash-advance / disbursement tracking (cemetery, clergy, flowers) passed through at cost, with mandatory disclosure of any markup. Service scheduling across chapels, vehicles and staff with automatic conflict prevention. Deposit and insurance-assignment billing. Task checklist for permits and certificates with deadlines and overdue tracking. Per-case profitability (family charges vs. internal cost basis).
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: base, mail
- Support: support@pokutsoft.com
- Update date: 2026-07-24
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
Discuss (mail)
|
| Lines of code | 1287 |
| Technical Name |
funeral_home_case_arrangement_billing |
| License | OPL-1 |
| Website | https://pokutsoft.com |
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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