We highly recommend entering Standard Services as soon as possible. Each Standard Service is a list of items that may be copied into a contract. Standard Services are entered by selecting Std Services from the Find a Funeral Screen in A/R PRO or P/N PRO. The same Standard Services are available for you use in both at-need and preneed contracts.
Selecting this option brings up the Standard Services Editor.
The Editor looks very much like the Contract List although some buttons have been disabled. To enter a Standard Service click on New.
Enter a Service Name, fill in the interest and sales tax information, and Click on Save. Typical names for Standard Services are Traditional, Cremation, Graveside, Catholic, and Shipout. Any combination of items that you typically offer as a group is a candidate for a Standard Service. If you have funeral homes in more than one state or county with different sales tax rules, you would want to create separate Standard Services for each tax rule.