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Launch checklist · Home & field services

Launch checklist for a carpet cleaning company: from install day to the first full week.

Everything to do before, during and after your Clover goes live, in the order a carpet cleaning company needs it.

✓ Installed by our team and supported by phone. Rates and equipment are quoted to your business.

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How does a carpet cleaning company start accepting credit cards with Clover?

Short answer: A carpet cleaning company can be taking cards after a single installation visit: list your top sellers and logins, have the Clover Flex Pocket placed, programmed and tested on site, and run a practice sale with every staff member. Then review item, tip and deposit reports after the first week, and call (305) 384-8391 with any questions.

Key facts

  • Before install: top sellers, modifiers, logins and devices
  • Install day: Clover Flex Pocket placed, programmed and tested
  • First rush: a second person beside the register
  • Week one: review item, tip and deposit reports

Related: Carpet cleaning company · Carpet cleaning company · Launch checklists · Clover Flex Pocket · Get a Clover quote

Before install day

At Merchant Fund Express, we set up Clover for launch checklist for a carpet cleaning company: the right devices, the features that matter in your workflow and on-site training for your staff.

Confirm where the Flex Pocket will sit and where power and the connection come from.
Pick the day and time of install so it does not collide with a delivery or a rush.
Decide who gets which login and who can refund or discount.
Photograph your current menu board or price list so items can be built from it.
Write down your top ten sellers and the modifiers each one needs, in the words your staff use.

On install day

A Flex Pocket in the van with cellular, and invoicing for commercial clients.

We note anything about the space that needs a bracket, a cable or a power strip.
Staff run a practice transaction for every payment type you take.
We note anything about the space that needs a bracket, a cable or a power strip.
Staff run a practice transaction for every payment type you take.

Your first service

Carpet cleaners price by room or area, sell add-ons like protectant on the spot and collect at the end of the job.

Keep the support number on a card by the register.
Close out at your usual time and compare the report to the drawer.
Keep a second person next to the register for the first hour.

The first week

Quoting by phone and changing the price on site without updating the ticket.

Tell us what your staff keep asking about so we can add training.
Review the item report and trim buttons nobody uses.
Look at tips by employee and confirm the payout matches.
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What your first day usually looks like

Prep

the day's homes are routed and equipment is loaded.

On site

the walkthrough sets rooms and add-ons, and the owner signs off.

Payment

the invoice is paid on the handheld before leaving.

Close

truck-mounted equipment is cleaned and totals are reviewed.

Roles and permissions to set on day one

Two-person crews; the lead sells add-ons and takes payment.

The situation to prepare for

Re-clean requests are normal; record them as no-charge tickets so they show in quality reports.

How the catalog should be organized

Jobs are priced by room or area, with protectant and spot treatment as add-ons.

Carpet cleaning is an add-on business wearing a cleaning business's clothes: the base clean brings the truck to the door and the protectant, deodorizer and spot treatment are where margin sits. Offering the add-ons at the walkthrough, with a clear price, and capturing a card on file for the annual return visit lifts both.

Why work with us

Merchant Fund Express is the team behind your terminal: we install on site, train your staff and answer the phone after launch. When you want funding or equipment financing, it is available from the same company.

Sources and review

Reviewed by the Merchant Fund Express team on October 12, 2026. Official pages checked as of that date.

Common questions

Can I sell add-ons at the end of the job?

Add-ons can be added to the ticket on the spot and shown on the receipt.

Can I bill property managers?

Invoices let property managers pay by card without calling the office.

What will this cost me?

At Merchant Fund Express, there is no price list on purpose. Your quote is built from your monthly card sales, your average ticket and the devices you need, so call (305) 384-8391 and we will price your actual setup.

Can I get a free review of my current processing?

Yes. Send or read us a recent statement and we will walk through what you pay today, with no obligation.

Can I sell add-ons at the end?

Add-ons can be added to the ticket on the spot.

Keep exploring

Ready to get set up with Clover?

Call Merchant Fund Express. We install it, train your staff and stay on the line after launch. Ask for a free rate review while you are at it.

Call (305) 384-8391
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