A quote is only the starting point

Funeral home software cost calculator

Use this funeral home software cost calculator to compare the first year with three years of ownership. Enter one quote’s setup, migration and recurring fees, check what is missing, then add a second quote when you’re ready.

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Blank means unknown. Enter 0 only for a cost confirmed as included or not applicable.

Quote A

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Your quote · Date not specified · USD

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Changing vendor clears this quote. Selecting a vendor never imports its prices.

Questions to ask your provider Review, copy or download

Quote A

Quote completeness checklist

0 of 5 selected cost areas reviewed. An amount alone does not confirm scope. Editing amounts, vendor or currency clears these checks.

  • Installation / setup

    Amount or quantity missing

    Missing: Setup / activation. Still unknown.

    What does installation or activation include for every quoted location? Please confirm configuration, training, delivery responsibilities and any extra one-time fees in writing.

  • Migration / training

    Amount or quantity missing

    Missing: Migration / training. Still unknown.

    Which records, attachments and historical data will you migrate, how will we reconcile them, and what training is included? Please quote a fixed fee or cap and list exclusions.

  • Support

    Amount or quantity missing

    Missing: Additional support / year. Still unknown.

    Which support hours, channels and response commitments are included? Please confirm the annual extra cost, or explicitly confirm it is included at no additional charge.

  • Charges per user

    Amount or quantity missing

    Missing: Extra user fee / user / month, Billable extra users. Still unknown.

    How many users are included and how many extra users will be billed? Please confirm the monthly fee per extra user, minimums and how changes in headcount affect billing.

  • Charges per case

    Amount or quantity missing

    Missing: Fee / billable case, Billable cases / year. Still unknown.

    Which case types and annual volume are included? Please confirm billable annual cases, the fee per case, minimums, volume bands and any true-up or overage charges.

Local text only. Copying does not email, submit or contact anyone. “Reviewed” is your assessment, not independent verification.

Save, download or reopen your work

Opening a valid saved file replaces your current worksheet. Save it first if you want to keep it. Review scope again after reopening.

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Assumptions & how to enter amounts

Use quoted amounts for all locations in one currency. Enter billable extra users and billable cases, not the included allowances. Blank means unknown; enter 0 only when a cost is included or does not apply. A rate and its quantity must both be known before that charge enters the subtotal.

Amounts such as 1,000.50 or $1,000.50 are accepted. The currency selector labels your inputs; it does not convert them. Fictional examples are USD only and are cleared when you change currency. Rates and volumes stay constant in this model. Taxes, renewal increases, financing, processing, discounts, cancellation and tiered true-ups are not assumed. Add quantified recurring fees in “Other” and document exclusions with the quote.

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You enter the numbers here.
The USD 49 review extracts them for you.

The free calculator uses the amounts you enter. The paid review reads one redacted English-language USD quote and produces a PDF of supported charges, source lines, missing costs and questions. Automated; no human review or promised savings.

See the fictional sample report (PDF) · Read its source quote

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Compare first-year and three-year funeral software costs

A monthly subscription is only one part of the comparison. Use the same currency, locations, modules and operating volume for both quotes, then read the 12-month and 36-month results together.

  • First year: one-time license, setup and migration costs plus 12 months of subscription and extra user fees, and one year of billable case fees, additional support and other recurring costs.
  • Three years: the same one-time costs plus 36 months of monthly charges and three years of annual charges. The worksheet holds your rates and volumes constant; it does not predict renewal increases.
  • Cost per operating case: divide each period’s total by the operating cases in that period. Operating cases describe your workload; billable cases follow the vendor’s charging rules and may differ.

Why can the lower monthly quote cost more overall?

Higher setup, migration, user or case charges can outweigh a lower base subscription. Compare the full totals only after confirming the same scope and all fee fields. When a charge is blank, the result is a known-cost subtotal, not a complete price: ask the provider before treating it as the cheaper option.

Keep taxes, financing, discounts, payment processing and cancellation charges separate: this worksheet does not model them. Use the payment processing comparison guide for processing fees and the quote comparison checklist to record exclusions and renewal terms.

Watch a worked example (30 seconds)

This recorded demonstration uses fictional inputs and an earlier preview of the worksheet. It is not supplier pricing.

How the estimate works & sources

Before you choose a vendor

Use the printable buyer question sheet before your demo →

  1. Ask both vendors to quote the same locations, modules, case volume and migration scope. Enter portfolio-wide costs, not a single location’s rate.
  2. Separate included users and cases from billable extras. If a fee is included or does not apply, explicitly enter 0 for that field; blank means unknown.
  3. Confirm renewal increases, volume bands, minimum commitments, support, data export and cancellation charges in writing. This constant-rate worksheet does not model tiered true-ups or an exit event.
  4. Run a demo with the same workflow and confirm implementation responsibilities. Compare completeness and fit before comparing totals.

Formula: one-time license + setup + migration, plus months × (base + user fee × extra users), plus years × (case fee × billable annual cases + support + other recurring costs).

Totals are pre-tax estimates at unchanged rates and volumes, in one selected currency. No currency conversion, financing, discounts, payment processing, inflation or cancellation fees are assumed. Put additional recurring fees in “Other” only when quantified; document exclusions on your own quote.

Keep the evidence with the quote

The published price table and the vendor dossiers (Halcyon, Passare, FrontRunner Professional, The Director's Assistant, Aldor / FDMS) retain their original sources, dates and evidence classes. Historical lists, customer-paid fees and directory prices are context, not current vendor quotes, and are never loaded into this calculator.

Primary-source structure checked September 8, 2026: Halcyon’s FAQ describes activation plus monthly fees and possible case fees for larger customers; Passare’s terms require checking volume and location conditions; FDMS pricing describes setup, conversion and service costs. No current numeric base tariff was verified on these pages. All amounts begin as UNKNOWN; your entries and calculated results are unverified scenario estimates.

Worksheet reviewed September 8, 2026 · Free editorial tool · We do not sell software or paid placements.

Calculator questions

Funeral software cost calculator questions

How do I compare total cost instead of monthly subscription fees?

Enter each quote’s one-time license, setup and migration costs, then its monthly subscription, extra user charges, billable case fees, annual support and other recurring costs. The worksheet adds these over 12 and 36 months at unchanged rates and volumes. Confirm the same locations, modules and migration scope before comparing totals; a lower subscription alone does not establish a lower total cost.

What if a funeral software quote leaves a charge unknown?

Leave the field blank until the provider confirms it. A blank is not zero: the calculator labels an incomplete result as a known-cost subtotal and lists the missing fields. Enter 0 only when a charge is included or does not apply. Use the quote’s checklist to download questions for the provider; selecting a vendor does not import its prices.

Can I compare software cost per funeral case?

Yes. Complete the cost fields and enter your annual operating cases to see estimated cost per operating case for each period. Keep operating volume separate from each vendor’s billable cases, because included allowances can differ. The result uses your inputs, not a verified supplier tariff.