Managing categories
Adding a new category
Give it a name
Use plain, familiar language — “Caskets”, “Flowers”, “Catering”, “Printed Items”. Avoid internal jargon.
Add a short description
This appears below the category heading in the estimator. One sentence is usually enough — for example, “Choose a casket for the service and burial.”
Choose a component type
This controls how options are displayed to families. See Component types below for a full explanation of each.
Set required or optional
Required categories always show in the estimator and families can’t skip them. Optional categories include a “Skip this section” option for families who don’t need it.
Reordering categories
The order you set here is the order families work through in the estimator. Drag any category by the handle on the left to move it up or down.Required vs optional
| Setting | What it means |
|---|---|
| Required | Always shown. Families must engage with it before continuing. |
| Optional | Shown with a “Skip this section” option. Good for categories that only some families will need. |
Deleting a category
Click the category name to open it, then scroll to the bottom and click Delete Category. This removes the category and all of its options permanently — there’s no undo. Export or note down anything you want to keep before deleting.The Service Type category at the top of the list is protected and cannot be deleted. See Service Types for more on how that works.
Managing options
Viewing options in a category
Click any category name to expand it and see its options.Adding an option
Enter the name
Keep it clear and descriptive — families aren’t experts. “Wicker Casket” is better than product codes or supplier names.
Add a description
A sentence or two about the item. For caskets, this might cover materials and finish. For venues, it might note capacity or character. For catering items, list what’s included.
Enter the price
Enter the price excluding GST. The estimator adds tax based on your tax settings at display time.
Upload an image (optional)
Images are supported for most component types. See Uploading images below.
Uploading images
Images make a real difference for high-touch choices like caskets, urns, and memorial items. You don’t need professional photography — clear, well-lit images against a neutral background work well.Select your file
JPG or PNG, ideally at least 800px wide. Landscape images fit the card layout best.
Set the focal point
After uploading, drag the focal point marker to the most important part of the image — typically the centre of the item. This controls how the image is cropped at different screen sizes so the important part is always visible.
Contact for pricing
Some items — particularly higher-end caskets, bespoke floral arrangements, or special requests — may be things you’d rather discuss with a family than list a fixed price for. Tick Contact for pricing on any option to replace the price with a “Contact us” prompt. The option still appears in the estimator, but families are directed to reach out rather than seeing a dollar figure.Reordering options
Drag options within a category to change the order families see them. Put your most popular or most appropriate option first — many families will choose whatever’s at the top.Default selection
You can mark one option in a category as pre-selected. This means it’s already chosen when a family arrives at that category — they can change it, but if they don’t, it’s included in their estimate.Component types
The component type controls how options in a category are presented to families. Choose the one that suits the nature of the choices in that category.Image card grid
Options are displayed as visual cards with photos. Families tap or click a card to select it. Only one option can be selected at a time. Best for: Caskets, urns, memorial items, coffins — anything where seeing the item is part of the decision. Example: A Caskets category with six options, each showing a photo, name, and price. Families browse and tap the one they want.Text list
Options are displayed as a simple list with the name, description, and price. No images. Families select by tapping the row. Best for: Venue options, service extras, printed items, transport options — choices where the description matters more than a photo. Example: A Venues category listing four chapel options, each with a short note about capacity and character.Quantity stepper
A single item with a + and − counter. Families choose how many they need. The price multiplies accordingly. Best for: Death certificates, order of service booklets, newspaper notices, certified copies of documents. Example: A Death Certificates category with a default quantity of 3, and a note explaining that most families need 3–5.Per-person selection
A menu of options combined with a quantity control. Families choose a catering package, and the total cost is calculated based on the number of attendees they entered on the greeting screen. Best for: Catering packages where the price-per-head model applies. Example: A Catering category with three menu options — Morning Tea, Light Lunch, and Full Reception. The family picks a menu, and the price is calculated as menu price × guest count. They can adjust the guest count from here if plans have changed.Included item
A fixed item that’s always part of the estimate. Families can see what it is and what it costs, but they can’t add or remove it — it’s always included. Best for: Showing the items that come as part of your base service, so families can see exactly what they’re getting. Also useful for third-party fees that are fixed regardless of choices (like a specific crematorium charge). Example: A “Professional Services” line showing the bundled fee for your team’s time, care, and coordination.Cost types
Every category and option has a cost type. This controls how costs are grouped in the final estimate — and helps families understand what they’re actually paying for.| Cost type | What it covers |
|---|---|
| Included | Costs that are part of your professional service — your time, facilities, and coordination. |
| Optional | Extras families choose to add — flowers, catering, memorial items, printed booklets. |
| Third-party disbursement | Costs you collect and pass through to another provider — crematorium fees, doctor’s fees, council burial charges, death certificates. |
Third-party disbursements are shown separately in the estimate with a short explanation that these are costs charged by external providers, not by you. This transparency builds trust — families can see exactly what your fee is versus what’s a pass-through cost.
Visibility rules
Not every category applies to every service type. A Caskets category only makes sense for burial. An Urns category only makes sense for cremation. Visibility rules let you control this.Setting visibility per category
Choose which service types see this category
Tick the service types this category should appear for. You can select one, several, or all of them.