See how Saatto handles each step of a case
In Saatto, custody, arrangements, suppliers, tasks and invoicing all belong to the same case, so you enter the family's details only once.
Use Saatto on a desktop in the office and on a phone in the car, the cold room or the chapel.
Take the first call and keep custody of the deceased
Record a first contact at any time of day, on a phone too: who got in touch, where the deceased is and what the family has told you about their wishes.
Log every removal and transfer with the place, the time and the person, and see everyone in your care with days in storage.
- A warning when the same person already has a case
- On-call shifts, so the call reaches the director on duty
- A custody log of each move, place, person and time
- A board of everyone in your care with location and days in storage
- A warning before the free storage period runs out
- Removals and custody steps recorded from a phone
In our care
- Maija MeikäläinenCold room 2Day 4
- Teppo TestaajaCold room 1Day 12
- Tiina TestaajaChapel, waiting for the serviceFree period ended
Agree the arrangements and produce the documents
Fill the arrangement sheet with the family section by section, with your own packages and price list.
Generate the agreement, the cremation authorization and letters from your own Word templates with the case details filled in.
- An arrangement sheet that saves as you go and prints cleanly
- Packages and prices with a revision history
- Your own Word templates with merge fields
- Electronic signatures for agreements and authorizations
- Burial permit and cremation authorization tracked on the case
- Estate inventory with its three-month deadline
Documents
- Arrangement agreementSigned
- Burial permitReceived
- Cremation authorizationWaiting for the family
- Death noticeDraft
Order from suppliers and keep the family informed
Send orders to florists, coffin makers, transport and the crematorium. Suppliers open the order from the email link and update its stage without an account.
Give the family their own page: they follow the same progress, choose what is still open and pay their share there.
- Supplier orders with stages from sent to delivered
- A supplier portal with no passwords
- A family page with progress, open choices and documents to sign
- Messages from the family to your staff on the case
- A memorial page with service details and condolences
Supplier orders
- FlowersCasket spray, white rosesConfirmed
- CoffinPine, whiteDelivered
- CrematoriumBooked after the serviceSent
Plan the week and finish every step
Work through a checklist for each stage of the case, and edit the checklists to match how your home works.
See services, chapel bookings, vehicles, rooms and on-call shifts on one calendar, and subscribe to it on your phone.
- Checklists for each stage, edited by you
- Tasks with an owner and a due date
- One calendar for services, rooms, vehicles and staff
- An on-call rota for nights and weekends
- A calendar feed for your phone
- Every case's deadlines on one list
Before the service
- Confirm the hymns with the parish
- Send the death notice to the newspaper
- Dress the deceased and place them in the coffin
- Print the order of serviceDue Thursday
- Check the flowers on arrivalDue Friday
Invoice families and follow your office's numbers
Split an invoice between relatives, record the municipality's funeral grant commitment, and follow what is still open.
Check revenue, average case value, receivables, cremation share and first-call response on live data, and export any report as CSV.
- Each relative pays their share by online bank, MobilePay or card
- Funding sources: payment commitments, the estate's account, insurance
- Receivables by age, so you see what is overdue
- Invoices to Netvisor or Procountor
- A second director approves large refunds
- Reports on live data with CSV export
Invoice
- Matti Meikäläinen€1,460.00Paid
- Pekka Meikäläinen€1,460.00Paid
- Payment commitment, municipality€1,460.00Waiting
- Total€4,380.00
Run your next case in Saatto
Book a demo and we will walk through Saatto with you on a sample case. Or start a 30-day free trial and set up your office yourself.
€149 a month with 5 cases included. Staff accounts are free.