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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.

Packages are a HumanKind premium feature, included by request on supported accounts. If the toggle in your admin is disabled, email support@funeralestimatorpro.com to have it enabled on your account.
Packages are pre-configured starting points families can pick from the greeting screen. Think of them as a shortcut. A family picks a package, lands in the builder with everything pre-selected, and can still change anything before submitting.

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When to use packages

Packages work well when you already sell named bundles on your website (“Simply Family”, “Simply Direct”) and you want families to land on those presets in the estimator too. If you’d rather families always start from scratch, leave packages off. The greeting shows the familiar burial and cremation flow with no picker.

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Creating a package

Packages have their own section on the Service Types page, separate from your plain Burial and Cremation service types.
1

Go to Settings → Service Types

Scroll down to the Packages section heading.
2

Click 'Add a package'

The button sits on the right of the Packages heading. An inline form opens below it.
3

Fill in the basics

  • Name — what families see in the picker, for example Farewell Gathering or Dignified Cremation with Viewing. Names must be unique within your account.
  • Description (optional) — a short line shown under the name.
  • Service type — pick Cremation or Burial. This controls which categories apply to the package.
  • Base Price — the package starting price, tax-inclusive.
  • Default Guest Count — used to pre-fill the attendee counter.
4

Click 'Create package'

The new package appears in the Packages section.
5

Configure pre-selected options and exclusions

Click into the new package row to expand it. You’ll see an editor for each category where you can pick defaults (green chips), mark items as “Not included in this package” (red chips), or flag a whole category as not-included with the switch at the top of each category block.
Use the starting price on your marketing website as your guide. The package’s base price plus its pre-selected options should land close to the figure families already associate with that bundle.

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Turning on the picker

Once you have at least one package:
1

Go to Settings → Estimator Flow

The section lives on the main settings page.
2

Turn on Show package picker on greeting

Families now see a secondary button between the service type cards and the guest count.
3

Edit the button label (optional)

The default is “Or start with one of our suggested packages”. Change it to match your wording.

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Deep-linking from your website

Each package has its own URL. Copy it from the Copy link button next to the package in Service Types, and wire it into the “Explore package” buttons on your existing marketing pages. Families clicking those buttons land in the estimator with the package already pre-filled. For embedded widgets, add a data-package attribute to the script tag: 
<script
  src="https://widget.funeralestimatorpro.com/widget.js"
  data-tenant="<your-slug>"
  data-package="simply-family">
</script>
The data-package value is the package’s slug, the same value that appears in the ?package= URL. You’ll see the slug in the Copy link button preview.

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What families see

  • The normal burial and cremation cards are still there.
  • A secondary button sits between those cards and the guest count.
  • Clicking the button reveals your packages in a list, each showing the name, a short description, the starting price, and a Configure this package button.
  • Picking a package takes them straight into the builder with everything pre-selected.
  • They can change any selection. Their guest count is preserved, so a package advertised “for 40 guests” will recalculate if they chose 150 on the greeting.

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How modifications appear in leads

When a family starts from a package, their lead email highlights it.
  • Subject line: shows the package name plus whether they changed anything. For example, “New estimate from the Smith family: Simply Family (unchanged)” or the same with ”+ adjustments” when they modified the defaults.
  • Email body: when modified, a section lists what was added, removed, changed, or re-quantified compared to the package’s defaults.
In the admin dashboard, leads started from a package get a small badge on the list (for example, “Simply Family +3”). Open the lead to see the full modifications diff alongside the final itemised estimate.
Package modifications are recorded at the moment the family submits. If you change the package’s defaults later, existing leads continue to show the diff against the defaults that were in place when they submitted.

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”Not included in this package”

Packages can spell out what’s not covered alongside what is. When a family picks a package, their estimate shows a “Not included in this package” block with the items you’ve flagged. Two ways to flag something:
  • Whole category. Use the “List as Not included in this package” switch at the top of each category row in the package editor. The family sees one row, for example “Hearse: not included”. Good for categories that don’t apply to this package at all.
  • Specific items. On multi-select categories like Printing or Ceremony Extras, click an option chip twice to cycle it through three states: neutral → included by default → listed as not included. Good for when you want to name a few upsell items without pulling the whole category out.

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”Optional” block

Separately, every estimate (package or not) shows an “Optional” block listing anything the family could still add. Unlike the Not-included block, you don’t configure this directly. It’s built from unticked items in categories you’ve already marked as optional (or in third-party categories, excluding anything you’ve marked as cost_type_override = included). Keeps the family oriented without needing any per-package setup. Both blocks sit above the total on the estimate screen. They’re read-only for now. A future update will let families tap a row to add it to their estimate.