RESTinCloud Module

Your case moves forward. You do not start again.

One case file, ten easier-to-manage sections. Move from details to activities, return where needed and find the information you already entered.

A family shares a detail, a document arrives, a time changes. Organising a funeral does not always follow a straight line: you need a clear path, but also the freedom to return to earlier steps.

The new RESTinCloud Funeral Case keeps your work in one file. Complete the initial deceased and contact details, then use the section menu to reach what you need without starting over. Assisted records reuse verified data; from the same case you assign staff, vehicles, products and documents, prepare the family's quote and choose the right summary for each recipient.

A case that keeps pace with your work

Reach sections when you need them

After completing the required initial details, navigate the available sections and return to make changes without losing saved work.

Assisted personal records

Reuse contacts and data extracted from documents, check the information and complete the deceased, contact and relative records.

Staff and vehicles in the case

Assign team duties and the vehicles needed for the service without maintaining a separate operations list.

Linked products and documents

Choose products from the price list, link documents and generate configured forms using the case data.

A quote for the family

Prepare the quote from the case and share it by email or WhatsApp without rebuilding the proposal in another program.

The right summary for each recipient

Separate the family proposal, the team's operational summary and the complete management view.

The same data, fewer restarts

Before With RESTinCloud
Going through every screen to change a detail Reaching an available section from the case menu
Re-entering personal details, products and service information Reusing information already entered and checked in the case
Assignments and documents spread across sheets and conversations Staff, vehicles, products and documents linked to the same funeral
Sending the same document indiscriminately to everyone Selecting quotes and summaries for the recipient and the information to share
10
sections to organise the service
1
shared case file, without restarting between sections
Email / WhatsApp
channels for sharing the quote with the family

Examples based on a verified demo workflow; data and people in the videos are entirely synthetic.

Want to see it on your agency?

Request a demo now

Discover the other modules

Do you need to speak with us?
Chatbot Avatar
Mia - Assistente Virtuale
Ciao! Sono Mia, l'assistente virtuale di RESTinCloud. Come posso aiutarti oggi?
Sta scrivendo