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Goods & Services

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Ability to automatically send out invoices to the families on a specific schedule. For instance, 5 day out from the funeral service they family would recieve an invoice via email, or added in the planning center.

For instance, 5 days, 30 days, and 45 days out from the funeral service the family would receive an invoice via email or added in the planning center.
Guest 3 days ago in Case Management / Goods & Services 0 New

Add the ability to distinguish between family balance due and balance paid by pre-need policy

I am requesting a feature that would allow us to distinguish between goods and services that are covered by a pre-arranged policy and items that the family adds to the contract at the time of death. It would be helpful for Passare to automatically...
Corbin Kill 25 days ago in Case Management / Goods & Services 0 Gathering interest

Removing the missing signing alert for preneed cases and adding the ability to hide the signing button in preneed cases

There is currently no way to prevent someone from clicking the 'sign' button on preneeds, this can become a problem when preneed cases are signed by staff when they shouldn't be.
Chloe Jonas 7 months ago in Case Management / Goods & Services 0 Planned

Duplicating Contract

In the event that there are family members who would like the same contract, to save time it could be beneficial to be able to copy/duplicate the contract from one family member to another.
Guest 7 months ago in Case Management / Goods & Services 0 Future consideration

adding a user permission/role "this user can" around who can add discounts on the goods & services page

During an onsite training at Spring Grove Funeral Homes, a conversation with Theresa Correa was had about directors not following processes with adding discounts to the G&S page. They are having a hard time controlling the discounts that are b...
Chloe Jonas 8 months ago in Case Management / Goods & Services 0 Planned

Expanding Copy Pre-Need Contract, At-Need Drop Down

Some items cannot be fully viewed when utilizing the Copy Pre-Need Contract and selecting items for the At-Need Contract. Can we have a way to expand the dropdown in order to see what the full line item?
Guest 10 months ago in Case Management / Goods & Services 0 Planned

Additional information needed on "View Check Detail" screen when in Goods and Services

On the Goods and Services screen when clicking on View check details, It would be extremely helpful to see the following, especially when dealing with cash advance accruals: The check transaction. This allows a Vertin user to see at a very quick g...
Londa Darwin over 1 year ago in Case Management / Goods & Services 0 Planned

Adding Date to Line Items on Goods and Services

It would be a lot easier to add the line item addition date to the goods and services pages rather than having to pull the reports just to simply find a date.
Guest over 1 year ago in Case Management / Goods & Services 0 Future consideration

Move Contract Due Date to the Goods and Services tab and make required. before printing SFG.

Almost every time I'm preparing a contract, I forget to indicate a due date. The reason is, because it's on the Payments and Adjustments tab. It makes much more sense for it to be on the G&S tab. Also, this date should be required before print...
Guest almost 2 years ago in Case Management / Goods & Services 1 Future consideration

We use the G&S for Pre-Need cost estimates at Wenig FHs (Vertin Co) as it's most customizable; any chance we can get a "copy from" button for a spouse who selects similar services?

This would give our families two customized estimates without the hassle of re-entering.
Guest over 2 years ago in Case Management / Goods & Services 1 Planned