So, you're a funeral home owner...

Your email inbox stays as full as your schedule. And you're probably the king (or queen) of finding solutions to unsolved problems and unanswered questions. Plus, you manage a full-time staff, work hard to maintain a healthy business, participate in community events…you get it.

You're responsible for a lot, and often it might feel like you need to be everywhere at once to manage your business effectively.

That's why, as an owner, you need extra visibility into the inner workings of your business. Extra visibility comes from having the right tools, preferably built right into your case management software.

These 6 tools in Passare are must-haves for owners!

1. Reporting that rocks

You need to know where your business stands to track what matters, spot trends early, and make confident decisions. One way to do that is to get accurate, timely reports that give you a clear view of your funeral home.

Stay on top of regular reporting by pulling all the information you've entered into cases to create financial, inventory, and sales reports (just to name a few). Passare has 50+ of the most popular and valuable reports ready at your fingertips.

Not only that, but you also have the ability to create custom reports from scratch. All you have to do is pull in case information, then drag and drop the fields you want in that report.

You can even set up automatic reports to appear in your inbox monthly, weekly, or daily!

Here are a few favorite reports from owners who use Passare:

• Aged Accounts Receivable
• Inventory usage
• Director performance
• Case types and patterns
• Call volume changes

Here’s what owner and President at Ballard-Durand Funeral & Cremation Services, Matthew Fiorillo, had to say about Passare reporting:

"As an owner, I love the reporting features in Passare. I have custom reports set up, and I also use a lot of the reports that are built into the software.

All of them get sent straight to my inbox, so I never have to hunt down data to figure out how my business is doing."

2. Incredible integrations

You work with many vendors to make sure each service goes smoothly. That means between your website, ordering prints, and collecting payments, you have a lot of places to enter information.

Instead of switching between programs to get all your information into the right places, you just enter it once, and it auto-fills everywhere it needs to go. That’s what you get with software integrations!

Passare connects with 30+ integrations. 🤯 Simplify data entry and save hours every week by connecting your website, print, call services, and so many more!

Trae Cody, Owner and Funeral Director at Companion Funeral & Cremation Service, shares how the accounting integration in Passare has been helpful to his role:

“We can also trace all of our financials back to FDL Accounting Services (FDL Accounting), which we have integrated with Passare.

Not many accounting services understand the funeral business as well as FDL Accounting. With that integration, we get data on a monthly basis that allows us to see our financials and performance.”

3. Freeing financials

Do you find yourself writing multiple checks to the same vendor? Or constantly switching between apps just to check your bank balances?

With Passare, managing financials is simple. You can keep all your transactions in one place, view current balances, and know what inventory you have (and when to order more).

After you set up your bank account in Passare, you can:

• Monitor transactions and manage checks
• Write one check to a vendor and tie it to multiple cases
• Write business checks

BONUS: Staying on top of your finances is a breeze with Passare Mobile. You can now view linked contracts, totals, itemized goods and services, payment history, remaining balances, and more right from your phone!

With all these insights and capabilities, improved efficiency is right at your fingertips (literally). You can simplify processes and achieve accurate numbers no matter how busy your schedule gets. Take it from Philip White, 5th Generation Owner at White Emerson Mortuary:

"We have seen improvements and sped up processes tied to our financial piece and contracts.

Passare streamlines the whole process, so it has reduced errors in the creation of family service contracts, and that's very helpful."

4. Remarkable roles & permissions

Not everyone on your team needs access to high-level business information. With roles and permissions, you can easily control the information each employee can access.

In Passare, you can create custom roles using different permissions.

For example, funeral directors who also serve as preneed specialists may require different viewing and editing permissions from your other funeral directors. With the ability to customize roles in Passare, everyone on staff can use the software to its full potential based on their role.

Janice Smallwood, Owner, Office Manager, and Accounting at Norberg Memorial Home, Inc., and Monuments, loves that Passare has this ability, when her previous software did not:

"In our previous software, there weren't any roles and permissions, so everyone on staff had access to everything, including high-level information, like our finances.

With Passare, my assistant can get the full benefits of the software and only have access to specific areas because I've created custom roles and permissions."

5. eSignature efficiency

With the invention of digital signatures, signing paperwork should be easy. But when you have to jump between different programs to complete paperwork, it becomes a hassle.

With Passare's built-in eSignatures, you can quickly gather signatures without ever leaving your software.

In Passare, you can see all your forms at a glance and track the status of each form in real time without digging through paper files or emails. Plus, instead of signing every dotted line by hand, you can sign once and watch your signature auto-fill everywhere it needs to go.

Shirley Calahan, Vice President and Owner at Calahan Funeral Home and Cremation, explains how simple it is to get signatures from families:

"I love the eSignature capabilities in Passare. With this feature, we can get an order of release form signed by a family, whether they're across the country in California or just around the block from our funeral home.

All we have to do is open the file in Passare, add the necessary information, sign it, and send it to the next of kin. Now, we can get forms back in 5 minutes with eSignatures."

6. Magnificent mobile 

Remember how we mentioned the need to be everywhere at once as a funeral home owner? While it's physically impossible to be everywhere, you can manage your business from anywhere with Passare's mobile app.

With our app, you can manage cases, check details, and communicate with your team from anywhere. Now you can answer questions quickly when you're on a removal, away from the funeral home, or away from your desk.

Check out everything an owner might want to get out of Passare Mobile here, or just see what Owner and Funeral Director at C.R. Strunk Funeral Home, Inc., Andy Stout has to say:

"I have a lot going on, so I don’t always remember everything. [Passare Mobile] is great for quickly double-checking information on different service details when I’m not in the office.

It’s also great that the updates are live, so my staff and I see the same information.”

Bonus! Innovative ideas

While this technically isn't a feature, successful owners constantly seek out new ways to improve and grow their businesses. But great ideas don't spring out of thin air. Here are a few ways to track them down or get your creative juices flowing:

• Read articles, eBooks, and guides (like these!)
• Go to conventions to learn what other funeral professionals are doing (see ideas)
• Attend webinars if you've got a lot going on (or sign up and watch the recording later!)

Time to own the day with Passare

You've already got the keys to your business. Now, it's time to unlock its full potential with Passare. Get a demo today and take the first step toward efficiently managing your business without the extra stress.

Share the benefits of Passare with the rest of your team!

• For the funeral director → A funeral director's guide to Passare
• For the manager → A manager's guide to Passare
• For the admin → An admin's guide to Passare