For Funeral Homes

4 services this week. Every family briefed by 9am.

1,114,909 APIs·139× Zapier·100% AI-built

Case files, permits, clergy, flowers, obituaries. Mainframe assembles the week's runbook each night so every director walks in knowing exactly what needs doing.

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Open Cases
12
4 services wk
Pending Permits
3
state filed
Pre-Need Plans
87
active
Avg Service
$9.4K
trad + burial
Same-Day AR
68%
paid

Case open to service complete.

Three workflows keep the family supported, the paperwork done.

📄

Intake → case file

First-call details captured. Mainframe opens the case in Passare, generates contract, starts the permit filings.

1. Call notes → 2. Passare case → 3. DocuSign contract → 4. State permit API
📅

Service logistics

Date set? Mainframe blocks clergy, orders flowers, drafts obituary for editor review, emails order of service to family.

1. Calendar trigger → 2. Calendly clergy → 3. Mailgun draft → 4. Twilio family
💳

Billing + insurance

Service complete? Invoice drafts from selected items. Insurance assignment auto-routes. Family portal shows payment options.

1. Service close → 2. QuickBooks invoice → 3. Stripe link → 4. Insurance fax/API
Passare FrontRunner QuickBooks Stripe DocuSign Twilio Mailgun Calendly

Fork it. Make it yours.

Match your service package list. Swap Passare for FrontRunner. Add pre-need follow-up. Ship a funeral home app in 10 minutes.

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