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Launch checklist · Home & field services

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

Everything to do before, during and after your Clover goes live, in the order a locksmith 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 locksmith: 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 with cellular in the van, and an itemized digital receipt that goes out on completion.

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

Locksmith calls are urgent and often at odd hours, from customers who want to confirm who is arriving and what it will cost before the work starts.

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.
Ask the first ten customers if anything about checkout confused them.

The first week

Quoting verbally and charging a different total creates the kind of complaint that ends up in a review.

Review the item report and trim buttons nobody uses.
Look at tips by employee and confirm the payout matches.
Check deposits against your batch reports.
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What your first day usually looks like

Dispatch

the caller's location and the service-fee rule are confirmed.

On site

identity and ownership are verified before work.

Completion

labor, hardware and trip fees are itemized.

Close

calls and receipts are reconciled.

Roles and permissions to set on day one

Technicians work alone; trust depends on itemized receipts.

The situation to prepare for

Disputes arise from surprise totals; quote before work and send an itemized receipt.

How the catalog should be organized

Service call, hardware and labor are separate lines, and after-hours is itemized.

Locksmith work is urgent and trust-heavy, which is why the receipt matters as much as the lock. A stated service-call fee, itemized hardware and labor, an ID-and-ownership check noted on the ticket and a receipt sent before the van leaves protect the business and make a stressed customer feel safe.

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 send an itemized receipt?

Digital receipts by text or email show each line item.

Can I take payment late at night?

A cellular handheld works anywhere and any time.

Can I get a free review of my current processing?

At Merchant Fund Express, yes. Send or read us a recent statement and we will walk through what you pay today, with no obligation.

What happens if something breaks on a busy day?

Call (305) 384-8391. We help you troubleshoot, switch to a backup device or arrange a replacement, and we plan a backup connection when we set you up.

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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