Better Tracking with MorTrack in 10 Steps

Clear Records, Without Complicated Processes

MorTrack doesn’t change how you work, it reinforces it.

By quietly following the work you already do—step by step—it means nothing is missed and nothing has to be remembered later.

Track With MorTrack
MorTrack case information

Flexible For How You Work

Transport companies, trade services, and even separate funeral homes operate differently, so only follow the steps below that meet your process.

Step 1:

Login to the MorTrack App

MorTrack is available on desktop but designed for mobile, so whether you’re in the office or in the field, you’re looking at the same information.

Everyone starts from the same place, with access based on their role — so the right people see what they need, and nothing gets scattered.

Login to the MorTrack App

Step 2:

Create a Case

When the first call comes in, a case is created — just like you’re already doing today.

MorTrack assigns a unique case ID that stays with that individual from start to finish. From that point on, everything related to the case lives in one place.

No duplicate notes.

No wondering which version is correct.

Create a Case

Step 3:

Assign a Driver to the Case

Contracted drivers or internal team members are assigned to the case as reminders of who’s handling what.

MorTrack keeps track of when responsibility changes, so even across shifts or busy days, there’s never a question about who was involved at each step.

Assign a Driver to the Case

Step 4:

Time-Stamp Every Pickup & Dropoff

As the case moves — from pickup to vehicle, room to room, or shift to shift — MorTrack quietly records each movement with time and responsibility attached.

There’s nothing extra to do and nothing to remember later.

The documentation keeps up with the work.

Time-Stamp Every Pickup & Dropoff

Step 5:

Record Any Personal Effects in the App

Watches, jewelry, clothing and more.

Personal effects are recorded directly in MorTrack, right alongside the rest of the case details.

Notes and photos stay connected to the same record, which makes it easier to answer questions later without digging through separate logs or paperwork.

Record Any Personal Effects in the App

Step 6:

Get Signatures on Required Forms

When a form or signature is needed, it’s captured right then — as part of the process, not after the fact.

Everything attaches directly to the case, so nothing goes missing and nothing has to be tracked down later.

No handwriting.

No chicken scratch.

No missing signatures.

Get Signatures on Required Forms

Step 7:

See Drivers, Decedents & Belongings

Movements, assignments, forms, signatures, notes, photos, and personal effects all stay connected within the same case.

When you open it, you see the whole picture — clearly and in order — without having to piece anything together.

See Drivers, Decedents & Belongings

Step 8:

Assign & Track Trade Service Work

If trade service companies are involved, their work is documented in the same case record.

With MorTrack, care can move outside your team without losing visibility or clarity, and the documentation stays intact the entire time.

Assign & Track Trade Service Work

Step 9:

Invoice Third Party Contractors

When it’s time to invoice or confirm work done by third party contractors and partners, you’re not starting from memory.

The details are already documented: what happened, when it happened, and who was involved. This cuts down on follow-ups and questions later.

Time, mileage, additional costs are now all accounted for.

Invoice Third Party Contractors

Step 10:

Run Compliance-Ready Reports

Whether someone asks tomorrow or months from now, you don’t have to reconstruct anything. You simply open the case, reference the record, and answer with confidence — because the work and the documentation moved together the entire time.

When someone asks a question; from a family, a coworker, a partner, or an inspector—the answer is already there.

Run Compliance-Ready Reports

Digital Chain of Custody by MorTrack

How This Works for Your Business

For Funeral Homes

For Funeral Homes

From First Call to Service

A call comes in and a case is created.

As the loved one arrives, moves through your care, and preparations begin, MorTrack tracks each step and logs belongings along the way.

When a family asks where their loved one is—or what items were received—you don’t check boards or call the back room.

You open the case and answer with confidence.

MorTrack for Funeral Homes
For Trade Services

For Trade Services

Work Completed & Documented

Cases arrive throughout the day and move across rooms, shelves, and shifts.

MorTrack tracks internal movement automatically so everyone sees the same information—without relying on memory or handwritten logs.

When partner funeral homes ask for confirmation, you don’t explain.

You provide documentation.

MorTrack for Trade Services
For Removal Companies

For Removal Companies

Fast Calls, Clean Records

A call comes in and a driver is dispatched.

Pickup details, timing, signatures, and transfer information are captured in MorTrack as the work happens—right from the field.

When billing, questions, or confirmations come later, you don’t have to reconstruct the call or try to find someone who remembers.

You reference the record.

MorTrack for Removal Companies

Proud to Work with Some of the Profession's Best

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"MorTrack gives us confidence. We don’t guess anymore — we know. This software has quickly become a key platform for us, helping to streamline our processes and boost efficiency."

- Jeff Hagel, McInnis & Holloway Funeral Homes

"MorTrack has been a game changer for our business. It allowed us to become the only fully paperless mortuary transport company in our market."

- Lenny Busby, Owner of Graceful Care Transport, SC

"As a funeral director, I must always keep track of my Removal Tech's and their locations. MorTrack is a great tool that allows me to monitor the site and status of cases in progress."

- Johanna B., Final Passage

"MorTrack has allowed my team to work more efficiently with less paper. As a result we can provide our Funeral Home clients with a more transparent service. I love the fact it's user friendly and has improved both productivity amongst the drivers and made life easier for our dispatch and accounting teams."

- Charlie P., First Call

"Our funeral home is more organized and efficient than ever. MorTrack helps us be on time and run our business more efficiently."

- Holmes B., Passing Transport

"As far as chain of custody goes, how could it get much better? We handle 4,000… almost 5,000 calls through Mortrack"

- Esposito Removal

What a Better Day-to-Day Looks Like With MorTrack

Less Guessing. Fewer Interruptions. More Control.

Because MorTrack builds the record as work happens:

  • ➤Forms are auto-filled as case info is added
  • ➤Staff know where cases are in real time
  • ➤Fewer calls and texts asking for updates
  • ➤Less end-of-day paperwork
  • ➤More confidence across teams

Most teams save up to 30 minutes per case by eliminating manual documentation and follow-ups.

Make Your Days Better
MorTrack dispatch

Tools That Supercharge Your Workflow

Take back time in your day with the right tools—there when you need them:

Mobile app with offline mode

Digital forms & signatures

Internal location tracking

Personal effects documentation

Dispatch View & Tracking

Unique ID and QR codes

Reports & Invoicing

Family-facing app

See How MorTrack Works for You

MorTrack doesn’t add complexity. It removes uncertainty. Once you see it in action, it feels obvious. Book a quick walkthrough to see how MorTrack improves your workflow.