Configuring FuneralSoft

Product Activation

FuneralSoft needs to be activated once the 30-day trial period expires. Activation needs to be completed for each computer on which FuneralSoft is installed.

Configuration Wizard

When you run FuneralSoft for the first time, a configuration wizard will appear allowing you to customize your FuneralSoft installation. It is important to select the correct Region as this will determine what reports are available.

Setup Staff/Users

When you create Staff Members, you can also create a user login profile allowing the staff member to log into FuneralSoft. More advance user management including User Groups and User Permissions can be managed under the Tools menu -> Users & Security. You will need the Administrator password to access this area.

Setup Lists


Setup Contacts


Setup Fleet


Setup Inventory


Setup Addons