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Launch checklist · Home & field services

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

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

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

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Before install day

At Merchant Fund Express, we set up Clover for launch checklist for a handyman: 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.
List every printer, drawer and scanner the setup needs.
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.

On install day

A Flex Pocket in the tool bag, with digital receipts and a payment link when the customer is not home.

Hardware is placed, connected and tested before any customer sees it.
Tip prompts, receipts and closing time are set.
Hardware is placed, connected and tested before any customer sees it.
Tip prompts, receipts and closing time are set.

Your first service

Handymen take many small jobs in a day, each with its own invoice and often a customer who wants to pay by card right after.

Keep a second person next to the register for the first hour.
Ask the first ten customers if anything about checkout confused them.
Write down anything that felt slow so it can be fixed the same day.

The first week

Mixing personal and business payments in one app makes tax time painful; keep business sales in the system.

Look at tips by employee and confirm the payout matches.
Check deposits against your batch reports.
Decide whether a second device would remove a bottleneck you saw.
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What your first day usually looks like

Prep

the day's small jobs are sequenced by location.

On site

the task list is agreed and priced.

Completion

the invoice is paid at the door.

Close

materials receipts are matched to jobs.

Roles and permissions to set on day one

Usually solo; one login with simple items.

The situation to prepare for

Scope creep is the risk; write the scope on the quote and get it approved.

How the catalog should be organized

Hourly and flat-rate items with materials as add-ons.

A handyman sells hours and small trips, so the margin is in route density and scope control. Grouping jobs by area, quoting by task rather than by open-ended hour where possible and writing the task list on the invoice stop the "while you are here" additions from quietly becoming unpaid work.

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 take small payments efficiently?

Yes. A handheld takes tap, chip and swipe payments quickly, and digital receipts avoid carrying a printer.

Can I keep records for taxes?

Reports and exports give your accountant a clean record of sales and tips.

Who installs and trains my staff?

The Merchant Fund Express team installs on site, configures your items and trains your staff, then stays available by phone after launch.

Should I send a statement before I call?

It helps but is not required. A recent processing statement lets us compare your effective rate to what a Clover setup would look like for your sales mix.

Can I price hourly and flat?

Both can be set up as items: an hourly item for open-ended work and flat-rate items for common tasks, so a quote and an invoice use the same language.

Can I text the receipt?

Yes. Digital receipts can be sent by text or email.

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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