Launch checklist · Home & field services
Everything to do before, during and after your Clover goes live, in the order a HVAC contractor needs it.
✓ Installed by our team and supported by phone. Rates and equipment are quoted to your business.
At Merchant Fund Express, we set up Clover for launch checklist for a hvac contractor: the right devices, the features that matter in your workflow and on-site training for your staff.
A Flex Pocket per van, invoicing for installs and a Station Duo or Mini at the office.
HVAC demand is seasonal, with summer and winter peaks that stack emergency calls and maintenance-plan renewals.
Taking one big payment at the end of an install puts the whole cost of parts on your own cash flow.
emergency vs scheduled calls are separated.
diagnostics lead to a repair-or-replace quote.
the invoice is paid by card or link.
maintenance plan renewals are reviewed.
Technicians in trucks and a dispatcher. A handheld per truck.
Large installs use deposits and progress payments.
Service calls, parts and installs are separate; maintenance agreements are recurring items.
For an HVAC company the maintenance plan is the engine: it smooths the seasons and feeds installs. Reporting plan renewals separately from repair calls shows how healthy the base is, and a replacement quote should be a deliberate step from a repair call, with the deposit and financing question handled before the crew is scheduled.
With Merchant Fund Express you deal with the people who set the system up. We come on site, train your team and stay reachable by phone, and our funding side is there if you later need capital or equipment financing.
Yes. Deposits and milestone payments can be invoiced and tracked against the job.
At Merchant Fund Express, recurring billing tools can support plan renewals; we will confirm the best setup for your plans.
Our team installs on site, configures your items and trains your staff, then stays available by phone after launch.
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.
Deposits are recorded as partial payments against the job, so a large install is committed financially before equipment is ordered.
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.
