Clover Hill Park Cemetery — Established in 1918 by Congregation Shaarey Zedek

Client Intake & Document Generation

Client Intake Form

Enter client information — use the panel on the right to generate any form.

Products & Services

Add each product or service, then tag it At Need or Pre Need.

ITEMUNIT PRICEAT NEED (QTY)PRE NEED (QTY)PRICE

Purchaser Information

Entered once and used on every selected document.

Status: Draft

Payment

Credit card payments add the 3% processing fee.

Item List

Default prices. Staff can still overwrite prices on each case. Tick Hide to remove an item from the Products & Services drop-down.

ItemCategoryTaxableHideDefault price

Contract Number Lists

Numbers are issued in order when a case is saved. Cremains and Blended numbers end in "A". Each person with Pre Need products or services gets their own Prepaid contract number.

Issued numbers

ListNumberClient / BeneficiaryIssued

Plot Lookup & Release

Find a plot by Section, Row, Lot and Space. Pending, On Hold and Sold plots can be released back to Available. Releasing a Sold plot needs a reason and is recorded as an amendment to the finalized case; contract numbers and printed documents do not change.

PlotStatusClientAssigned to

Client List

Everyone on file — from saved cases and imports. Click a row to edit any field, merge duplicate records (for example reversed names), or see the change history. Every edit is recorded.

NameContactPlotsSourcePontem refQB ref

Client Import (CSV)

Standard columns: name, address, city, state, ZIP, phone, email, section, row, lot, space — mapping is editable. Existing clients match by name + phone/email and only blank fields are filled; nothing is ever auto-merged. New records from a batch can be undone below.

Import log

WhenFileByRowsNewMergedPlot links

Form Templates (PDF)

The blank forms the terminal fills. Drop a PDF here or browse to add or replace a form. Replaced and deleted files are kept in the archive.

FormPagesFieldsUpdatedActions

Plot Inventory (Pontem)

Import a CSV with columns: section,row,lot,space (optional: status). Existing plots are kept; sold plots stay sold.

Accounting Exports

CSV files for QuickBooks (one row per line item, plus totals per case) and for Pontem (sold plots). Leave dates empty for everything. Social Security numbers are never included in exports.

Audit Log

Every recorded change: case edits down to the field, client edits and merges, printed documents, plot releases, imports, exports. Newest first.

Leave fields empty for the latest 300 events.

WhenWhoCaseActionDetail