ArrangeDeskShared case checklists for funeral homes
Updated October 22, 2026 · For independent funeral homes
In a small funeral home, a lot of the process lives in the director’s head. ArrangeDesk puts it on a shared checklist for each case, so anyone can see what’s done and what’s next.
How it works
- Open a case with the deceased, family contact and service date.
- Add the steps this case needs: permits, death certificates, obituary, flowers, clergy.
- Tick each step when it’s done.
- Move the case to completed after the service.
Built for overlapping cases
Every director signs in with their own email and sees the same cases and checklists. When the phone rings, whoever answers can see where things stand.