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

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

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 💬

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Parting Pro Help Desk

Find answers and get help from Intercom Support and Community Experts

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