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A manager's guide to Passare

Managers Guide to Passare - Blog

9 software features to help you manage everything with ease - from your team to your day-to-day

 

As a manager at a funeral home, you have a unique and challenging role in overseeing your employees and the ins and outs of the business.

Many tasks demand your attention:

  • Coordinating funeral services

  • Managing staff schedules

  • Analyzing reports

  • And so much more!

That's why the right software can make all the difference in helping you and your team succeed.

Whether you're looking to reduce time spent on manual tasks or stay in tune with operations, these software features are here to help!

 

For the manager looking to save time on manual tasks

 

Website integrations

Who has time to spend on manually updating a website?

Save time with a website integration in your funeral home software that automatically sends information (like obituaries) to your website. That way, you can cross “keep website up to date” off your to-do list.

Get the inside scoop on website integrations here.

 

First-call assistance

Being “on-call” means manning the phones at all hours of the night and needing to create new cases. This requires inputting data. And lots of it.

If only there were a better way to manage these calls…

With our integration with Answering Service for Directors (ASD), when someone calls the funeral home, all the information ASD gathers from the call automatically creates a new case in Passare. So long, managing the creation of new cases and data entry! 👋🏼

 

Auto-fill capabilities

Speaking of inputting data: “How can something so simple take up so much time?”

That’s what people who don’t use Passare say. 😉

Breeze through your paperwork with Passare’s auto-fill capabilities to enter data faster!

“Wow, I wish I had that feature in my software!”

- Those same people (we’re assuming.)

 

For the manager who needs a better birds-eye view of operations

 

Barcode tracking

At the drop of a hat, you need to know where every body and belonging is at all times. So, you need a tool that helps you track it all.

Barcode tracking in Passare allows you to follow the chain of custody down to the tiniest details. That way, if some ever asks where something is, when it was moved, who moved it, and so on, you can answer confidently.

That’s A+ management right there! ⭐

 

User reports

Spending hours on end checking in on different parts of the business takes the whole day.

If only there was a way to quickly run reports to give you the best snapshot of business insights. 👀

Bring in Reports that practically run themselves. These quick snapshots provide answers to your most burning business questions and can be scheduled for delivery straight to your inbox. That means you can read the latest business insights at your office or on the green (if you’re into that). ⛳

 

Checklists

You manage more than just tasks; you manage people, too!

Need an easy way to see their tasks at a glance?

With Checklists, you can! See to-do items and make sure their tasks are completed on time. No more asking staff what the status is on a tasks. It’s Checklists to the rescue!

Learn more about them here.

 

Case listing

Locating specific information quickly can feel like finding a needle in a haystack.

Our case listing is a powerful reporting tool. It helps you see key information about the business and is customizable, which means you can pin important cases and filter them to find what you need.

 

For the manager who wants to level up service to families

 

Planning Center

Leave it to Planning Center to lighten your load and keep families involved. Planning Center allows families and funeral directors to collaborate on all things funeral-related.

Families can plan from home and fill out information, which you’ll see in Passare automatically. It’s the ultimate collaboration tool that saves time on data entry!

Ready to be the hero of your office? Start learning more about Planning Center or call our team to set up a training!

 

eSignatures

Struggling to connect with remote families? Looking for a better way to collect signatures? Wanting more digital options?

With eSignatures in Passare, you can quickly collect all of the signatures you could ever need and sign with a click. You can also customize forms with specific fields AND track the status of each signature.

Less stress, less paper, more signatures.

 

Manage with ease

In order to manage your team in the best way possible, you need to be ready with the right tools.

You can use Passare to save time on manual tasks, gain a better bird’s-eye view of operations, and elevate service to families.

If you’re ready to start managing with ease, book a demo with one of our team members!

 

Passare for the whole team

Our software was built to help every team member in the funeral home simplify their work and get time back to serve families. Check out other recent guides to Passare for more:

An Owner’s Guide to Passare →

A Funeral Director’s Guide to Passare →

An Admin's Guide to Passare →

 

Ready to transform the way you work for the better? Get a demo today.

 

 

More articles about integrations

 

The Power of Website Integrations: 3 Key Benefits Revealed

What in the World is a Public API?

3 Payment Integrations Every Funeral Home Should Be Using