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.
After completing the required initial details, navigate the available sections and return to make changes without losing saved work.
Reuse contacts and data extracted from documents, check the information and complete the deceased, contact and relative records.
Assign team duties and the vehicles needed for the service without maintaining a separate operations list.
Choose products from the price list, link documents and generate configured forms using the case data.
Prepare the quote from the case and share it by email or WhatsApp without rebuilding the proposal in another program.
Separate the family proposal, the team's operational summary and the complete management view.
| 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 |
Examples based on a verified demo workflow; data and people in the videos are entirely synthetic.