I will build intake forms and automations for passare, halcyon and frontrunner plotbox

You get a practical intake flow that captures the required details, routes information to the right place, reduces duplicate entry, and leaves clear notes for your team. I test the main path and flag any access, field, or approval issue before handoff

It fits funeral homes, cemeteries, cremation providers, and teams using Passare, Halcyon, FrontRunner, or PlotBox who want intake information handled more consistently. I can work from an existing process or map a new flow from your requirements. Team notes included.

Premium is for multi-step or multi-system work where intake, routing, notifications, records, and handoffs must work together. It includes broader testing, documentation, end-to-end review, and 7-day support so your team has a clearer launch path. Notes are included.

I can map fields, define triggers and actions, connect supported forms or automation tools, test required paths, and document the workflow. Access and platform permissions determine which integrations are possible, so I confirm those points before implementation

Yes. If your process uses another form, spreadsheet, CRM, calendar, email, or automation platform, send the workflow and tool list. I can review the use case, identify the practical connection points, and confirm what can be automated before work starts. Clear notes.