2. WELCOME TO THE MORTWARE PROFESSIONAL FOR FUNERAL HOMES VIRTUAL TOUR Please use your navigation arrows to move through the tour ortware Professional

3. Mortware Pro Layout  Mortware Pro is built on Microsoft SQL Server technology  Mortware Pro has unlimited multi company capability  Mortware Pro interfaces with Microsoft Office Applications

4. Cases Multi-View Listing  The Cases Database is the core of the Mortware system  Cases can be filtered when viewing in the Multi- View screen  Tab screens on Multi- View display the main information of the case  Case Basic Info  Contractees Info  Lot Info  All Case Transactions Info  Case Related Events Case Basic Info Tab

5. Cases Multi-View Listing Contractee(s) Main Info:  Name  Phone Number  Address Case Quick Access:  Contractee Details  AR Transactions  Comments on Transactions Case Contractee Info Tab

6. Cases Multi-View Listing Case Quick Access:  Deed Number  Location  Owner  Occupant

7. Cases Multi-View Listing Case Financial AR Transactions:  Date  Type  Number  Debit  Credit  Contractee  Outstanding  Description Case Account Receivable Info Tab

8. Cases Multi-View Listing Quick Access to Case Related Events:  Type  Location  Start / End Time  Check List  Description Case Events Info Tab

9. Case Registration Info Screen  Registration Entry  Deceased Info  Birth Place Info  Quick Entries in Yellow Multiple Addresses can be added or imported from family members

10. Case Life Info Screen  Employment  Education  Religion  Memberships  Obituary Notice  Veteran Info:  Filing Info: Font will appear Italic when info is inclusive

11. Case People Info Screen  Family Information  Survivors Info  Pre-Deceased Info  Case Related Contacts Info  Name  Telephone  Case Function  Adding Family or Case Related Contacts  Selecting Existing Contacts

12. Case Death Info Screen  Death Related Info – Death Notice  Death Location and Hospital Info  Cause of Death  Medical People  Still Births  Additional Info

13. Case Medical Info Screen  Injury Info  Details  Safety Devices Info  Surgery Info  Findings  Autopsy  Details  Conclusion

14. Case Body Info Screen  Embalming Details  Embalmer Info  Cremation  Cremator Info  Body Shipping Details  Airline Info

15. Case Visitation Info Screen  Visitation Info  Type  Location  Start / End Time  Description  Visitation People  Visitation Agenda Items  Add New Visitation  Delete Current Visitation

16. Case Services Info Screen  Service Info  Type  Location  Start / End Time  Description  Service People Quick access to:  Funeral Directors  Clergy  Officiants  Bearers  Organists  Musicians  Soloists  Readers  Others Appointments Service  Agenda Details  Agenda Items  Service Contacts

17. Case Events Info Screen  Events Performed  Type  Subject  Start / End Time  Location  Description  Link to the Scheduler  Add or Edit and Event  Appointments  Schedule Human and Physical Resources  Associated Branch Assigned to Resources

18. Case Events & Scheduler Info Screen  Customizable Calendar  Appointments Assigned by:  Home  Staff  Resources  Facilities  Holidays can be highlighted  Show / Hide  Appointments  Side Calendar  Weekly, Monthly Scheduler Reporting

19. Case Financial Info Screen  Listing of Charges Setup by Package  Link to the Info Screens of:  Contract  Insurance  Trust  Accounts Receivable

20. Case Financial Merchandise Screen Info  Listing of Merchandise Items by Type  Merchandise Viewer  Item code, description and price.

21. Case Financial - AR Info Screen  Single or multiple Contractees Invoicing  Payments Adjustments with optional comments  Notes  Payment Schedule Transfer any invoices, payments or voids to QuickBooks or Excel

22. Case AR – Payment Schedule Info Screen View Schedule and/or Print  Selecting a Contractee  Assign a Custom Payment Schedule  Details  All the math is automatically done  Handling Agent

23. Case Financial AR - Accounting Export Info Screen  Export transactions invoices, payments and voids to QuickBooks.  Select what types of transactions to transfer  View the number of transactions of each type exclude specific transactions Generate Reports

24. Inventory Merchandise Items Info  Set-up Items once  Any Items Can Be Stored With Picture

25. Inventory Merchandise Items Sales Reports  Filter by  Category  Price  Date  Sort by  Material  Code  Cost  Manufacturer  Detail Reports of items:  Historical Sales  Volume  Profitability

26. Setup – Main Menu  File  Setup  Tools  Forms Report

27. User Defined Documents  Displays a list of documents that may be edited or added to  All information necessary to customize these documents is already transferred from the database through the use of merge codes  Documents can be categorized in distribution lists Note: Templates are provided.

28. Designer Folders & Cards  Folders & Cards are generated within the program by the use of merge codes  Edit templates or customize from scratch in Microsoft Word  Design and store  Prayers  Paragraphs  Pictures

29.  Unlimited documents mail out for Funeral Homes or Cemeteries  Mail out invoices, statements, annual mail- outs, anniversary letters, etc Mail Merge

30. Mail Merge – Selecting Profile Filter your database for only the survivors you wish to contact Select the letter or form Generate mailing labels

31. Presentation Over Please hit ‘Esc’ button to exit or view another presentation Questions & Inquiries? USA 1-(800)-724-6419 CAN 1-(800)-463-9341 www.mortware.com ortware Professional