First Call Sheet

 

After selecting the Funeral Forms button from the right-hand side of the Summary tab of the Sales & Booking, a pop-up window appears where you can select the appropriate form from the selection list.

 

For our purposes, we will select the 'First Call Sheet' option.

 

 

From the right-hand side of the page, select the Print to PDF button.

 

 

The First Call Sheet will generate with information completed on the First Call tab.

 

The sheet can be printed out or e-mailed and additional information can be added to help further the funeral arrangements.