Parting Pro

Streamline Operations & Save Time

Every family interaction should have a case in Parting Pro, no matter how the arrangement begins. Use this guide to know where to start

When & How to Start a Case in Parting Pro

How to Take Back Control of Your Workflow With Task Templates

How to Create & Edit Task Templates

Global Tasks Quick Guide

Recommended Form Settings

Step-by-step instructions and one-page resources to help you use Parting Pro efficiently.

Guides & Quick References 📄

Embracing Online Arrangements: A Funeral Director’s Journey to Better Service with Parting Pro

Discover why online arrangements aren't a threat to your brand, but a protective barrier that elevates the funeral director’s true vocation over data entry.

The Digital Front Porch: Protecting the Sacred in a Transparent Age

Practical insights and real-world examples designed to inspire new ways of working with Parting Pro. These pieces go beyond the step-by-step and show how funeral homes can improve service, streamline workflows, and adapt to families’ changing needs.

Articles ✍️

This AMA covers creating and customizing invoice templates, adding line items, and sending invoices to multiple recipients.

February 2025 AMA Session: Invoicing

Unlock the power of forms in Parting Pro. Automate smarter, send by service type, and streamline your process with proven best practices.

March 2025 AMA Session: Forms

June 2025 AMA - Global Task List

July AMA 2025 - New Contract Features

September AMA 2025 - Contracts & Invoices

October AMA 2025 - Optimizations That Work For You

Learn how to send, customize, and manage outbound emails directly from a case in Parting Pro using the Custom Emails feature.

November AMA 2025 - Custom Outbound Emails

July 2026 AMA Session: New Parting Pro Features (Events, Calendar & Decedent Care)

Full recordings of our Ask Me Anything sessions, where we walk through features, share best practices, and answer common questions from funeral directors.

AMA Session Recordings 💬

Learn how to create and manage new cases in Parting Pro

How to create a New Case in Parting Pro

How can I generate and print forms for an in-person arrangement?

Preparing Forms for In-Person Arrangements

Learn how to log a new shopper case and send a proposal email.

How to Send a Proposal Email

Learn how to efficiently navigate and update case information

Navigating Case Details

How do I collect vitals information prior during the online checkout so the information gets pre-populated in the forms?

How Vitals Power Your Forms in Parting Pro

Learn how to tailor email communications to your business's preferences

Customizing Your Email Templates

How can I create and edit task templates to use in my cases?

Creating and Editing Task Templates

Watch and learn! Step-by-step video guides to help you master every aspect of Parting Pro.

Video Tutorials

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Parting Pro Help Desk

Find answers and get help from Intercom Support and Community Experts

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