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Launch checklist · Home & field services

Launch checklist for a electrician: from install day to the first full week.

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

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

On siteInstallation
QuotedTo your business
FreeRate review
PhoneSupport
Save on your processing rates: call now for a free rate review.Call (305) 384-8391

Before install day

At Merchant Fund Express, we set up Clover for launch checklist for a electrician: 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.
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.
Gather a recent processing statement for the free rate review.

On install day

A Flex Pocket in the truck and invoicing from a phone or the office.

Printers and drawers are fired off to confirm they work together.
Items, prices and modifiers are built with you in the room.
Printers and drawers are fired off to confirm they work together.
Items, prices and modifiers are built with you in the room.

Your first service

Electricians quote jobs, order materials and often work on a mix of residential calls and commercial projects with staged billing.

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

Skipping the deposit on materials leaves the electrician financing the customer's project.

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.
Call Now to Get Set Up: (305) 384-8391

What your first day usually looks like

Dispatch

the call and the service-fee rule are set.

On site

diagnostics are done and a quote is approved before work.

Completion

labor and materials are invoiced and paid on the handheld.

Close

material usage and open quotes are reviewed.

Roles and permissions to set on day one

Electricians in trucks and an office. Each truck has a handheld.

The situation to prepare for

Permit-required work is invoiced in stages; record the stage and the inspection note.

How the catalog should be organized

Service calls and labor are items; materials are separate lines so the customer sees what was used.

Electrical work is trust and paper. A written estimate with labor and materials separated, a permit and inspection note where required and a final invoice that mirrors the estimate are the habits that protect both the electrician and the customer, and a simple maintenance or inspection plan turns single calls into regulars.

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.

Common questions

Can I invoice progress payments?

Yes. Invoices can be issued in stages and tracked until paid.

Can customers pay by card online?

Invoices include a payment link so customers can pay from their phone.

What if I am already under a processing contract?

At Merchant Fund Express, tell us the term and the equipment arrangement. We will explain what switching would involve and tell you honestly if waiting makes more sense.

What will this cost me?

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 invoice in stages?

Invoices can be issued for each stage and tracked until paid.

Can I add materials?

Materials can be added as separate lines on the invoice, so the customer sees labor and parts itemized and the office can see margin on each.

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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