How it usually goes:

Details go on a pad or a first-call sheet at 3am, then get typed into the case system in the morning — and again into the website later. Whoever picks it up next has to ask the family something they already answered.

With PlotBox

The call creates the case. Caller, decedent, place of death, next of kin and first instructions are captured once, on any device, and every stage after this one inherits them. 

How it usually goes:

A phone call to whoever’s on rota, a note on the whiteboard, and no record of what time anything happened until someone reconstructs it.

With PlotBox

Log the removal, assign it to a team member and a vehicle, and track it through to completion. Transfers in and out of care are logged against the same case, with times and names attached.

How it usually goes:

Custody is a folder, a tag and a shared memory. When a family or a regulator asks for the detail, someone spends an afternoon proving it.

With PlotBox

QR decedent tracking records where the decedent and their belongings are at every stage — scanned, timestamped, auditable. One glance shows the full chain, from first call received to final disposition.

How it usually goes:

Pre-need sits in a different system to at-need, so a family who planned ahead gets asked the same questions again. Selections are written down and re-keyed into a contract.

With PlotBox

At-need and pre-need cases live in the same system with consistent ways of working. Selections, merchandise and services build the contract as you go, and the family can start their arrangements online before they ever sit down with you.

How it usually goes:

The obituary is drafted in email, approved over the phone, then pasted into a website CMS by whoever has the login. Service times change and two versions disagree.

With PlotBox

Draft and publish the obituary directly in the system, with permits, authorisations and forms generated from the case data you already hold. Update the case once and the family-facing site updates with it.

How it usually goes:

A paper diary or a spreadsheet, a separate list for chapels and cars, and a double-booking discovered on the morning of a service.

With PlotBox

A shared, real-time schedule covering services, arrangement rooms, chapels, visitation rooms and vehicles - with the visibility across locations that groups need, so nothing gets booked twice.

How it usually goes:

In-house cremation runs on its own log book. Burials mean a second system and a phone call to the cemetery office — and a family caught between the two.

With PlotBox

In-house cremation management with authorisations, permits and custody checkpoints built into the workflow. For combos, burials and cremations are managed in the same platform as the funeral - no double entry, no separate system.

How it usually goes:

A website from one supplier, a payment portal from another, a tribute page from a third — and your team chasing balances and re-typing details into all of them.

With PlotBox

Families get a portal, online payments, e-signatures, flowers and tribute trees, and a digital guest book — running on the same backend as your case management. Payments reconcile back to the general ledger automatically. Zero double entry.