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Documentation Index

Fetch the complete documentation index at: https://help.funeralestimatorpro.com/llms.txt

Use this file to discover all available pages before exploring further.

Options are the individual items families choose within a category. In a Caskets category, each casket is an option. In a Venues category, each venue is an option. Getting these right — clear names, honest descriptions, accurate prices, good photos — is what makes your estimator trustworthy. To manage options, go to Estimator → Categories & Pricing, click any category, and look for the options list below the category settings.

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Adding a new option

1

Open the category

Click the category name to expand it and see its options.
2

Click '+ Add option'

This button appears at the bottom of the options list within the category.
3

Fill in the details

The option editor slides open. See the field guide below for what each field does.
4

Save

Click Save option to add it to the category.

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Option fields explained

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Name

The name families see in the estimator. Keep it clear and descriptive — families aren’t experts in funeral industry terms.
  • “Rimu Casket” is better than a product code
  • “Wicker Coffin” is better than a supplier SKU
  • “Chapel A — 80 guests” is better than “Main chapel”

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Description

A sentence or two about the item. Good descriptions answer the questions families are likely to have. For caskets and coffins: material, finish, and any notable features. For venues: capacity, character, location. For catering items: what’s included in the menu, dietary notes. For certificates: what each is used for and why families might need more than one.

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Price

Enter the price including GST. The system calculates and stores the base price separately, based on your tax settings. Special price cases:
  • **0price∗∗—Usethisforoptionsthatareincludedatnoextracharge.Theoptionappearswith"Included"insteadofadollarfigure.Inmulti−selecttextlists,0 price** — Use this for options that are included at no extra charge. The option appears with "Included" instead of a dollar figure. In multi-select text lists, 0 options are permanently checked and can’t be unchecked, showing families what’s already part of their package.
  • Price TBC — Tick this instead of entering a price if the cost varies and you’d rather families contact you to discuss. The option appears as “Contact us for pricing”. Useful for bespoke or high-variability items.
For per-person categories (like catering or printing), the price you enter is the per-head rate. The estimator multiplies it by the number of attendees the family entered on the greeting screen.For quantity steppers (like death certificates), the price is the per-unit cost. The estimator multiplies it by the quantity the family selects.

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Bundled vs optional extras in per-person categories

A common pattern: include a basic level as part of your service type base price, then offer paid upgrades. To do this:
  • Set the bundled option to $0 per person — it will display as “Included”
  • Set upgrade options at their per-head cost above 0—familiesseethemultiplication(e.g."0 — families see the multiplication (e.g. "15 × 30 = $450”)
For example, for a Catering category you might have a free “Basic morning tea” bundled in, plus a “15Lightlunchupgrade"anda"15 Light lunch upgrade" and a "35 Full reception upgrade”. The family sees the basic as included, and the upgrades clearly priced. See the Per-person selection component type for more examples.

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Image

Images are supported for Image card and Text list component types. A good image builds confidence and makes choices feel more tangible. What makes a good option image:
  • Clean, well-lit, against a neutral or white background
  • Shows the item clearly without distractions
  • Landscape orientation fits the card layout best
Technical requirements:
  • JPG or PNG format
  • At least 500px wide, ideally 1200px or more
  • Under 5MB file size
Setting the focal point: After uploading, you can 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 key detail is always visible.
You don’t need professional photography. Well-lit images taken on a modern phone, against a plain background, work very well. If a supplier provides product images, those are usually perfectly acceptable to use.

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Cost group override

By default, options inherit the cost type from their parent category (Included, Optional, or Third-party disbursement). Use Cost group override when a single option within a category has a different cost nature to the rest. For example:
  • A Venues category is set to Optional, but a home venue option you always provide at no charge might be better shown as Included
  • A Floral arrangements category is Optional, but a grave-side spray that always comes with burial might warrant Included
Use this sparingly. If most options in a category need a different cost type, it’s worth reconsidering the category’s cost type setting instead.

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Max capacity

Only relevant for venue-type options. Enter a number here to display a capacity note on the option card, for example, “Up to 80 guests”. Leave blank if capacity isn’t relevant or you’d prefer not to show it.

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Min attendees

For per-person menu options, you can set a minimum number of attendees. If the family’s attendee count is below this threshold, the option will be greyed out with a note. Useful if a catering package requires a minimum group size.

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Price TBC

Tick this to replace the price display with a “Contact us for pricing” prompt. The option still appears in the estimator, but no dollar figure is shown. Families are directed to get in touch. Use this when:
  • The cost varies significantly based on requirements
  • You prefer to discuss certain options personally before quoting
  • A price hasn’t been set yet but you want to flag the option exists

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Default selected

Tick this to pre-select the option when a family arrives at the category. They can change it, but if they don’t engage, it’s included in their estimate.
Default selections are one of the most effective tools for making your estimator feel personalised. Pre-select your most commonly chosen options, families who aren’t sure what to pick get a realistic starting estimate, and families with strong preferences can still change it easily.
Only one option can be default-selected per category. If you tick a second one, the first is automatically deselected.
For multi-select text lists, default selection works differently. All 0optionsareautomaticallyincluded(permanentlychecked),andpaidoptionsstartunchecked.Familiesaddtheextrastheywant.Youdon′tneedtosetadefault,the0 options are automatically included (permanently checked), and paid options start unchecked. Families add the extras they want. You don't need to set a default, the 0 items handle it.

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Active

The Active toggle controls whether this option is visible in the estimator. Inactive options are hidden from families but kept in your system so you can reactivate them later. Use this to:
  • Temporarily remove a seasonal item (floral arrangements that aren’t available in winter)
  • Hide an option that’s out of stock
  • Phase out an old option without deleting it

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Reordering options

Drag options up or down within a category using the handle on the left side of each row. The order you set here is the order families see them. Put your most popular or most appropriate option first — many families select the first option they see without browsing further. If you have a “recommended” or most common choice, lead with it.

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Editing an existing option

Click the pencil icon on any option row to open the edit modal. All fields are the same as when adding. Make your changes and click Save option.

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Deleting an option

Open the option editor and scroll to the bottom. Click Delete option. This permanently removes the option — it won’t appear in new estimates, though it may remain referenced in older saved estimates.
Deleting an option is permanent. If you think you might want to bring the option back later, use the Active toggle to hide it instead. That way you can reactivate it without re-entering all the details.