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Inv. Control

Arranging Director » Inventory » Inv. Control

This section of Arranging Director allows you to setup your products. Navigate to System Settings > Inventory > Inventory Control. This screen shows you a list of you Product Catalog and the current count in inventory for each product. This is the main control…

Inventory Control

Arranging Director » Arranging Director Admin » Inventory Control

This section of Arranging Director allows you to setup your inventory control. Navigate to System Settings > Arranging Director Admin > Inventory Control. *Only admin users will be able to access this area of the system. Define Product Inventory Methods Maintain…

Maintain Forms

Arranging Director » Arranging Director Admin » Form Library Maintenance » Maintain Forms

This section of Arranging Director allows you to add the forms you will be using for printing. These can be set up for the home screen and client record. Navigate to System Settings > Arranging Director Admin > Form Library Maintenance > Maintain Forms. *Only admin…

Inventory

Arranging Director » Inventory

This section of Arranging Director allows you to setup your products and inventory control features. Navigate to System Settings > Inventory. Products Inventory Control ← Invoices Products →

Define Product Inventory Methods

Arranging Director » Arranging Director Admin » Inventory Control » Define Product Inventory Methods

This section of Arranging Director allows you to define if/how you will inventory vaults, caskets, clothing, and urns and vases. The product selection method on the Client Financial screen is determined by these settings. Navigate to System Settings > Arranging…

Transfer to Disc / Media

Create / Edit a DVD Slideshow » Animoto DVT » Transfer to Disc / Media

To transfer to a DVD, click the Download button located at the bottom of the video player. (This button is seen after generation has taken place) Click the Upgrade Free button located on the same level as the 480p quality of your video. Click the Refresh the Page to…

Maintain Password and User Accounts

Arranging Director » Arranging Director Admin » Maintain Password and User Accounts

This section of Arranging Director allows you add additional general user accounts with customized access to the various menu tabs. Navigate to System Settings > Arranging Director Admin > Password and User Account Maintenance > Maintain Password and User…

Multi-Location

Management System Features » Other Management Features » Multi-Location

The FrontRunner system is set up to include single and multiple branch locations. Specific branch information then populates the website and can be applied to every record. System Settings > System Profile > Profile > Add New Site Branch Enter information about an…

Services

Add / Edit / Remove a Deceased’s Record » Create a Management Record » Services

Visitation How Many Public Visitations – once selected, a corresponding number of public visitation sections will appear. Visitation Location – if a location name is not listed in the dropdown, ‘Add.’ A pop-up window will appear. To learn…

Add a Place of Death

Add / Edit / Remove a Deceased’s Record » Create a Basic Record » Add a Place of Death

Select the Place of Death location from drop-down or ‘Add’ a new location. A pop-up window will appear. To learn how to add a location, refer to Databases. If the person passed away at home, check the box ‘For Current Record Only’ when adding…

Databases

Getting Started with Your System » Databases

The database section in your FrontRunner system was created to help reduce the amount of time it takes to create records and utilize the many additional features. We recommend that you designate a period of time to build the database; once the information is added, it…

Wireframe

Edit / Publish Your Website » Wireframe

The following describes all possible widgets installed on a wireframe website system. The home page settings are listed first and the child browser page settings can be found at the bottom of this page. The key to editing content on the home page is to locate in…

Arranging Director Admin

Arranging Director » Arranging Director Admin

This section of Arranging Director allows you to access the admin settings. Navigate to System Settings > Arranging Director Admin. *Only admin users will be able to access this area of the system. Contract Maintenance Change an At Need Contract Number Change a…

Products

Arranging Director » Inventory » Products

This section of Arranging Director allows you to setup your products. Navigate to System Settings > Inventory > Products. Please refer to another section in our manual called Product Database for information on how to use the feature. ← Inventory Inv. Control…

Package Pricing

Arranging Director » Pricing Setup » Package Pricing

This section of Arranging Director allows you to create a list of packages for your contracts. Navigate to Arranging Director > Pricing Setup > Package Pricing. The values defined in your frequently used service types or packages are automatically filled in on the…

Form Library Maintenance

Arranging Director » Arranging Director Admin » Form Library Maintenance

This section of Arranging Director allows you to setup your forms. Navigate to System Settings > Arranging Director Admin > Form Library Maintenance. *Only admin users will be able to access this area of the system. Maintain Forms Create GPL Template ←…

ASD

Companies We Partner With » ASD

ASD is an Answering Service that is solely dedicated to Serving the Funeral Profession. We have developed software that can integrate directly with ASD. This integration will enable you to reduce your data entry by uploading information directly into ASD’s…

Setup Timesheet Values

Arranging Director » Arranging Director Admin » Setup Timesheet Values

This section of Arranging Director allows you to setup timesheets. Navigate to System Settings > Arranging Director Admin > Timesheet Setup > Setup Timesheet Values. *Only admin users will be able to access this area of the system. Set the number of weeks in a…

Financial & Quickbooks Setup and Maintenance

Arranging Director » Arranging Director Admin » Financial & Quickbooks Setup and Maintenance

This section of Arranging Director allows you to setup and maintain your financials. Navigate to System Settings > Arranging Director Admin > Financial & Quickbooks Setup and Maintenance. *Only admin users will be able to access this area of the system. Financial…

Create GPL Template

Arranging Director » Arranging Director Admin » Form Library Maintenance » Create GPL Template

This section of Arranging Director allows you create a template for your GPL. Navigate to System Settings > Arranging Director Admin > Form Library Maintenance > Create GPL Template. *Only admin users will be able to access this area of the system. This option will…

Total Business Solution

Help Resources » Training Documentation » Total Business Solution

Below is a breakdown of each of the training sessions that will take place. Click on each link for information on that topic. From there, you will find a print icon located in the top right. Please feel free to print off each section or bookmark this page for future…

Testimonials

Increase Your Market Share » Testimonials

What better way to demonstrate the excellence in service that your firm provides to the families in your community. Once you have the Testimonials app, you have the ability to add these yourself. Navigate to your Website tab, which will take you to the home page.…

Manage Text / Prayers

Create / Edit a DVD Slideshow » Animoto DVT » Manage Text / Prayers

Navigate to System Settings > Print Engine > Manage Text/Prayers. Before building prayer cards/poems, you must scan the item (ie. prayer card) into your computer and save it as a .jpeg. It is important that your scan is as straight as possible. Once scanned into your…

Forms

Arranging Director » Forms

This section of Arranging Director allows you to quickly print forms for a client record. Navigate to Arranging Director > Forms. The forms menu shows all of the forms that have been set to be visible and are therefore available for your funeral home’s use. The…

Invoices

Arranging Director » Financials » Invoices

This section of Arranging Director allows you to print invoices for any outstanding payments. Navigate to System Settings > Financials > Invoices. Check the boxes next to the invoices you wish to print and click the ‘Print Select Invoices’ button. This…

User License Agreement

Help Resources » Policies » User License Agreement

FrontRunner Professional – User License Agreement Amended – July 25, 2015 h3. INTRODUCTION Please read this USER LICENSE AGREEMENT (“Agreement”) carefully and make sure that you fully understand it. You will have the opportunity to accept or reject…

Employee Maintenance

Arranging Director » Data Setup » Employee Maintenance

This section of Arranging Director allows you to enter the data for each of your employees. Navigate to Arranging Director > Data Setup > Employee Maintenance. This information is used for general contact information and with the timesheets. Click the green…

Configure Text Message Notifications

Arranging Director » Arranging Director Admin » Automated Reporting Setup » Configure Text Message Notifications

This section of Arranging Director allows you to define which cell phone numbers to be notified via text whenever an At Need contract is added and/or a discount is given on a contract. Navigate to System Settings > Arranging Director Admin > Automated Reporting Setup…

Contract

Arranging Director » Add New Client » Contract

This section of Arranging Director allows you to add products and services for the contract. Open a record and navigate to Client Arrangement > Contract. *All information contained within the dropdown menus of the Contract page has been entered in the system’s…

Summary

Arranging Director » Add New Client » Summary

This section of Arranging Director provides an overview of the service information, vitals information, payment information, notes from staff, quick printing of forms, and a check list. Open a record and navigate to Client Arrangement > Summary. Click on…

Timesheets

Arranging Director » Timesheets

This section of Arranging Director allows you to access and maintain all timesheet information for all employees. Navigate to Arranging Director > Timesheets. *Admins will see the following screen via their Timesheet Menu option. Timesheet Maintenance Enter the…

FrontRunner Website Settings

Search Engine Optimization (SEO) » FrontRunner Website Settings

Make sure to work on your FrontRunner Settings to help optimize your website’s Search Engine Optimization (SEO). Website > Edit > Site > any page > Edit Details The Page Title field is located in the top section. The Search Keywords and Search Description…

FAQs on Book Of Memories

Add / Edit / Remove a Deceased’s Record » Create a Book of Memories Page » FAQs on Book Of Memories

Below are a list of common questions regarding the Book of Memories. If you are still unable to find a solution to any problem that you are experiencing, please contact support@frontrunnerpro.com. Question: How do I delete/modify a condolence message, candle message,…

New to the System?

New to the System?

If you’re new to FrontRunner and require a few quick tips to get you started on the main components of the system, the information below will help. Login to Your System Go to your website and click on Admin in footer of site (or enter the URL – ending…

First Call

Add / Edit / Remove a Deceased’s Record » Create a Management Record » First Call

Fill in all applicable information. FrontRunner’s one-write technology will push content to corresponding locations throughout the system. Deceased Information Branch – If more than one location, select which branch is managing the service. Salutation,…

Cancellation Policy

Help Resources » Policies » Cancellation Policy

FrontRunner Professional Cancellation Agreement Confidential This document contains proprietary information and may not be reproduced, transmitted, or translated in any manner without the specific consent of FrontRunner Professional. This includes third party…

Animoto DVT

Create / Edit a DVD Slideshow » Animoto DVT

Animoto offers tribute videos that are easy and fast to create. *If you would like to activate in your system, contact your FrontRunner Success Coach to arrange. Create Your Video Open a Record > Digital Video Tributes > Create New Video. Step #1 – Use the…

Animoto

Companies We Partner With » Animoto

Animoto offers tribute videos that are easy and fast to create. *If you would like to activate in your system, contact your FrontRunner Success Coach to arrange. Create Your Video Open a Record > Digital Video Tributes > Create New Video. Step #1 – Use the…

Book of Memories Features

Add / Edit / Remove a Deceased’s Record » Create a Book of Memories Page » Book of Memories Features

The information below will allow you to better understand how all the features within the Book of Memories work. If a family member or someone in the community calls / writes asking for more information, this page details best practices and how to access particular…

Top Support Questions

Help Resources » Top Support Questions

As you work your way through the FrontRunner system, you may come across a section that is new or you’ve never worked in before. This manual is intended to address any support issues that may arise but we thought it also might be helpful to outline the most…

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