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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.

Service types are the first meaningful choice families make in your estimator, typically burial or cremation. They set the stage for everything that follows: which categories families see, which options are available, and what the base price for professional services is. To manage your service types, go to Settings → Service Types.

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How service types work

When a family opens your estimator, the greeting screen asks them to choose a service type. This choice controls:
  • Which categories they see, for example, a burial might show a Caskets category, while a cremation shows an Urns category instead
  • The base price, each service type starts at a base price that covers your professional services fee, before any optional extras are added
  • The overall flow, the categories and options available throughout the rest of the estimator are filtered based on this first choice
Families see a card for each service type, showing the name, a short description, and the starting price. The estimator makes it clear these are estimates, not quotes.

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Base pricing

Each service type has a base price covering your professional services, your team’s time, facilities use, coordination, transport, and everything else that’s part of the core service you provide.
Professional services is a single bundled fee, not a line-item breakdown. You set one price per service type (or sub-type), and it appears as a single line in the estimate. This keeps the estimate readable and avoids presenting families with a confusing itemised list of internal costs.
1

Open the service type

Click on the service type name in the list.
2

Find the Base Price field

It’s in the Professional Services section.
3

Enter your price including tax

Enter the full price families see, including GST. The system calculates and stores the base price separately, based on your tax settings.
4

Save

Click Save to confirm the change.

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Sub-types

If you offer meaningful variations within a service type, you can set these up as sub-types. Each sub-type has its own name, description, and base price. Example: Under Cremation, you might offer:
  • Direct Cremation, a straightforward option at a lower price point
  • Traditional Cremation, full service with a ceremony, reflecting a higher fee
Sub-types appear as selectable options within the main service type card on the greeting screen. Families choose the one that fits what they’re planning, and the estimator adjusts the base price accordingly.
1

Open the service type

Click the service type you want to add sub-types to.
2

Click Add Sub-type

This appears at the bottom of the sub-types list.
3

Give it a name and description

Keep the name short, families see it in a small card. The description can be a sentence or two explaining what’s included or what makes this option different.
4

Set the base price

This replaces the parent service type’s base price when a family selects this sub-type.
5

Save

Click Save to add it to your estimator.
Not every funeral home needs sub-types. If you offer one standard approach to cremation and one to burial, it’s perfectly fine to have just two service types with no sub-types at all. Keep it as simple as your actual services.

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What families see

On the greeting screen, families see a card for each service type. The card shows:
  • The service type name (e.g. Cremation, Burial)
  • A short description you’ve written
  • The starting price (your base professional services fee)
If you have sub-types, families see them as selectable options within each card, for example, a set of radio buttons or a small list they choose from before proceeding. Once a family makes their choice, the rest of the estimator is tailored to that selection.

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The Service Type category

Inside your categories list (under Estimator → Categories & Pricing), you’ll notice a category called Service Type at the top. This is a special system category — it’s where you upload the images families see when choosing between burial and cremation on the greeting screen.
The Service Type category is for images only. Pricing for each service type is managed here in Settings → Service Types, not on the individual options in the category. The price you set on this page is the price families see and the price used in the estimate calculation.
The Service Type category is protected. You can’t delete it or move it out of the first position — it needs to be the first thing families choose for the rest of the estimator to work correctly. You can edit the images and descriptions within it, but not remove the category itself.