Everything Harbor does.

On your phone

• Face ID or fingerprint sign-in Sign in with a passkey on your phone or computer, with no password to type.
• Installs to your home screen Add Harbor to your home screen and it opens full screen like an app, with no app store and no test version.
• Start a Case by voice, typing or photo Speak the call as the family talks, type it, or photograph the first-call sheet, and Harbor fills in the new case for you to check.
• Every screen works on a phone Vitals, the contract, forms and payment all work on a phone, not just a view of the case.

Calls that come to you

• Answering service first calls First calls taken by your answering service through ASD arrive in Harbor on their own.
• On-call rota Set who carries the phone each night for the next two weeks, and swap a night in one step.
• On-call alerts A new first call from your answering service sends a push alert to whoever is on call tonight, or to everyone if nobody is on the rota.
• Pre-need paperwork with the first call A pre-need contract photographed with the first-call sheet is recorded against the case as trust money already held.
• Beacon™ call notes Harbor turns a phone call or arrangement conversation into written notes for staff to review and file on the case.
• Transcription consent Before a call is transcribed, the director ticks that the family was told, and that confirmation is saved with the case. Harbor keeps the transcript only, never a recording.

Selections

• Packages, caskets, urns and vaults Choose from your own catalog of packages, caskets, urns, vaults and keepsakes, each with your prices and photographs.
• Service lines Each case follows a service line, so funeral cases are offered caskets and cremation cases are offered urns.
• Digital Showroom Your products with photographs and descriptions, for staff in the arrangement room and for families at home.
• Common Charges and cash advances Keep a list of charges you add often, and record cash advances on their own statement section, off the General Price List.
• Quantity on any charge Add a quantity to a charge, such as two matching pendants, and it prints as one line with the total.
• Pet and monument arrangements Pet cases and monument orders have their own arrangement pages, with their own catalogs and invoices.
• Cemetery and interment details Record the cemetery, the interment type and the opening and closing on the case.
• Pre-need to at-need in one step A pre-need case converts to at-need with everything carried over, and a guaranteed plan keeps its agreed prices.

Your price list

• Import your price list Bring in a price list from a spreadsheet or document, with a zip of photographs, and review every row before anything is saved.
• General Price List Harbor builds your General Price List from the same prices, as a PDF to print, email or show in the planner.
• Prices stay as sold Each case keeps the prices it was sold at, so changing your price list never rewrites a signed contract.
• Retired items stay on their cases An item you stop offering stays on every case that already holds it, marked no longer offered.

The family portal

• One link, no account The family gets one link with your branding. There is no account, password or app to set up.
• Plan and choose from home Families browse your showroom and packages and make their selections from home.
• Sign from home Families sign forms and the contract on any phone or computer, in their portal or from an emailed link.
• Pay online Families pay all or part of the balance by card or bank transfer, straight to the funeral home. Harbor takes no percentage or platform fee.
• Message you Families message you from the portal, and staff get a push alert and an inbox for every case.
• Send photos Families upload photos and choose the obituary photo.
• Write the obituary and eulogy Families draft the obituary and eulogy with built-in writing help, for you to review.
• Death certificate worksheet Families fill in the death certificate details themselves and approve them, for you to review.
• Their statement, any time Families can open their Statement of Funeral Goods and Services Selected from the link.
• Approve keepsakes Families review programs and other keepsakes, approve them or ask for changes, and choose a theme.
• Design a monument Families lay out a monument with your carvings and see it composed as they work.

Contacts and the contract

• Family contacts Every family contact with phone and address, with next of kin and primary contact marked.
• Any contact can be the purchaser Choose which family contact signs the contract as purchaser; the next of kin stays the main contact.
• Website planner Families start planning on your website, and their plan arrives in Harbor as a case.
• Contacts download Download a case’s family contacts as a spreadsheet, with phone numbers and zip codes intact.

Forms

• Your own forms Upload your own forms, including fillable PDFs, and Harbor keeps them in their original layout.
• Filled in from the case Harbor fills each form from the case, and you can correct where an answer sits once, by hand.
• Forms by service line Each service line offers its own set of forms, so every case gets the right paperwork.
• Forms and authorizations in one list Every form on a case in one place, with how many are signed.
• E-signature built in Families and funeral directors sign online, with no fee per signature.
• Opened and signed at a glance See whether the family has opened and signed each form you sent.
• Cremation authorization Every signer and detail filled into your own form, with the family’s signature on it.
• Documents on the case Every document on the case, with signed forms saved there automatically.

Records the state asks for

• Vital statistics Vitals that suggest the hospitals, crematories, cemeteries and people you have used before as you type.
• Death certificate worksheet and state form The worksheet and the state form, filled from the case, as PDFs.
• State-specific guidance Guidance on death certificates and disposition permits for your state, inside Harbor.
• Embalming report Dictate or scan the embalming report, edit it, sign it and lock it.
• Military discharge papers Keep the DD-214 and other discharge papers on the case.

Statements and payments

• FTC-ready statement The Statement of Funeral Goods and Services Selected, built from the arrangement.
• Invoices and account statements Invoices and statements with every payment and the balance.
• Discounts with their reason A discount prints on the invoice with the reason you gave it.
• Payment links Send a link to pay by card or bank transfer, paid straight to the funeral home.
• Every payment method Record cash, check, card, trust, insurance and more, in any amount.
• Bad debt write-off Write off what won’t be paid as its own status, never counted as money received.
• Miscellaneous orders Sales outside a case, with their own invoices and pay links.
• Pre-need off balances due A pre-need contract that hasn’t been invoiced stays off balances due and receivables.

Tax and reports

• Sales tax your state’s way Work out sales tax per item or on the taxable total, set for each location.
• Cash advances and death certificates untaxed Cash advances and death certificates are never taxed.
• Sales tax report by contract date The sales tax report goes by contract date, for any date range, and exports to Excel.
• Receivables, payments and register Accounts receivable, payments and the billing register, on screen and as spreadsheets.
• Next-of-kin report Next of kin with addresses, exported to Excel by service line.
• Accounting exports Export invoices for QuickBooks, Xero and NetSuite.
• Group reports Reports across every location you run, or one at a time.

Care and custody

• Care & Custody Record every move of the deceased, with who and when, from removal to final disposition.
• Storage units Your refrigeration and other storage units, with their capacity.

The schedule

• Service details Every service’s time and place for every case, in one schedule.
• Schedule and open tasks Services and open tasks together on one page.
• Calendar feed Subscribe to your services on your phone’s calendar, or add one event to Google Calendar.
• Calendar sync Bring events from your own calendar into Harbor.
• Weather for the service The forecast for where the service is held.
• Livestreaming through Director’s Corner℠ Services can be streamed live through Director’s Corner℠, so family and friends who can’t be there can watch.

Obituaries

• Obituary editor Write the obituary on the case, with the photo and a gallery.
• Obituary photo touch-up Harbor turns the obituary photo upright, enlarges a small one, fixes faded or dark contrast, brightens it, slightly enriches the color and sharpens gently. Black-and-white and sepia photos keep their tone, and good photos are barely changed. The original stays untouched, staff see both side by side, and it can be switched off for any case.
• Publishes to Tukios websites Publish the obituary, photos and services to your Tukios website without retyping.
• Eulogy print view A clean printed copy of the eulogy for the service.

Harbor™ Studio

• Every keepsake from one case Service cards, memorial folders, register books, bookmarks, wallet cards, thank-you cards, remembrance cards for birthdays and anniversaries, inserts in two sizes, and a display image for the screen or easel.
• Filled in from the case Name, dates, the obituary photo, services and the obituary flow in from the case, so nothing is typed twice.
• Drag-and-drop design Move, resize and restyle every line and photo on the page. What you drag is exactly what prints.
• Add, remove and reorder pages Build a piece with as many pages as it needs, and put them in any order.
• Ready-made designs and palettes Start from a Harbor design or theme, such as Blue Mountains, Coastal Waves, Eucalyptus & Gold or Rose Garden, and change the colors with one choice.
• One design for every piece Apply a design or background to one piece or to every piece at once.
• Backgrounds Search a library of photographs, upload your own, or use a solid color, then use it on one piece or all of them.
• Poems and verses Choose from a library of poems and verses to place on any piece.
• Your own templates Save a design as your location’s own template and use it for the next family.
• Print-ready files Download each piece as a print-ready PDF, with a folder laid out for printing and a safe margin marked so nothing is trimmed. The display image saves as a picture.
• Family approval Families review each keepsake, approve it or ask for changes, and choose a theme.
• Kept keepsakes A finished keepsake is saved exactly as it was given, so a reprint matches.
• Print Locker Finished prints are kept on the case.
• Monument Designer Design monuments with your location’s own carvings.

• Fairwinds™ aftercare Remembrance touches go to families on a schedule after the service.
• Preview and edit aftercare See and edit each touch before it sends.
• Google review requests Ask families for a Google review after the service.
• Family surveys Send families a satisfaction survey.
• Your reviews inside Harbor Your Google rating and recent reviews, inside Harbor, with a link to reply.
• Branded emails Every email Harbor sends carries your branding, and you can preview and edit before it goes.

Your day

• Today What needs doing now, across every case.
• Dashboard Open cases, tasks and money at a glance.
• Search everything Search cases, families and more from the top bar.
• Workflow checklists Write the checklist for each case type in your own words, and Harbor ticks steps it can see are done.
• Case Notes Staff notes kept apart from the activity log.
• Activity and view log A full audit trail of every change, and who viewed the case and when.
• Lock a case Lock a settled case so nothing changes by accident.
• Your own case numbers Number cases your way, and keep the numbers from your old system.

Your team

• Staff messages Message your team inside Harbor, with a family message inbox.
• Push alerts Alerts on your phone for family messages and new first calls.
• Several locations Run several locations, each with its own branding, prices and forms, and switch between them.
• Your branding Your logo and colors on the portal, statements and emails, with a separate logo for monuments.
• Unlimited users Add every staff member at no extra cost.
• Harbor Academy The new-user guide inside the app.
• Ask a question Ask how to do something and get an answer inside Harbor.
• Your own FAQs Your funeral home’s own answers to common questions.

Moving your data from another system

• Data import at no charge Your history comes over from your current system at no cost: cases, family contacts, services, vital statistics, selections and prices, payments, balances, staff notes, photos and documents.
• Ready-made importers Harbor has importers written for widely used funeral home systems, each built from that system’s own export, so every field lands where it belongs.
• Any other system, too Exports from any other provider come in as Excel, CSV or JSON. Harbor reads every column, shows samples of what it found, and you confirm where each one goes. Case files and photos are matched to the right cases the same way.
• Preview before anything is saved Every import runs as a preview first. It shows exactly what will come over, case by case, and nothing is written until you approve it.
• Money checked against your old system Every case’s charges, tax, payments and balance are checked against your previous system’s own totals. A case that doesn’t match is held back and reported, never saved with a wrong balance.
• Read the way your old system meant it Each importer knows which of the export’s numbers are the real ones: what the family was actually charged, which lines are payments, and which pre-need contracts were never invoiced and aren’t owed yet.
• Safe to run again, and to undo Every imported record remembers where it came from. Running an import again skips what’s already there, and an import can be rolled back.
• Clean-up tools for older data Tools fix what older systems stored oddly, such as tax kept as a fixed figure, money hidden in notes, or legacy case numbers. Each previews first and backs up before it changes anything.
• Your case numbers kept Legacy case numbers become your case numbers in Harbor.
• Old statements print as before Imported statements print as your previous system printed them.
• Your setup from one zip Send your logo, price list, statement wording and forms in one zip. Harbor works out what each file is from its contents, and you confirm before anything is applied.
• Export everything Download every record and every file, as one zip, any time.

Privacy

• A separate database for each funeral home Each funeral home’s data is kept in its own database.
• Social Security numbers protected Social Security numbers are encrypted; families see the last four digits, staff see the whole number.
• Nothing left in the browser Nothing typed is kept in the browser on shared office computers.
• Automatic nightly backups Your data is backed up automatically every night.

Support

• A real person, inside Harbor Chat with a real person at Director’s Corner from inside Harbor.
• Live in days Onboarding takes days, not weeks.

Harbor™

• One price $300 a month per location, a flat fee, plus a $200 Platform Integration that’s waived when you prepay 3 months. No data import, per-case, per-user or e-signature fees, and Harbor never takes a percentage of your sales or of what families pay. It is not free with a cut taken from payments.
• Unlimited cases and users Every location gets unlimited cases and users, with no per-case or per-user fees.
• No contract Month to month, with no cancellation fee.

Also from Director’s Corner℠

• Bundle with engagement marketing Add Director’s Corner℠ engagement marketing for $500 a month together, instead of $575 separately.