Launch checklist · Home & field services

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

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

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

Before install day

At Merchant Fund Express, we set up Clover for launch checklist for a moving 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.

Gather a recent processing statement for the free rate review.

Tell your team the date so nobody learns the system on a live service.

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.

On install day

A Flex Pocket in each lead's cab and invoicing for deposits.

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.

We note anything about the space that needs a bracket, a cable or a power strip.

Your first service

Moving companies book weeks ahead, take a deposit and collect the balance at delivery, with crews working under time pressure.

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

Accepting the balance by cash and carrying it back leaves the crew exposed.

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.

What your first day usually looks like

Booking

the estimate and the date are agreed with a deposit.

Move day

the crew arrives and the inventory is confirmed.

Delivery

the balance is collected by the crew lead.

Close

claims and add-ons are reviewed.

How the catalog should be organized

Hourly or flat estimates with packing and fees as lines.

Moves are a calendar business with a heavy first and last week of the month. A deposit to hold the date, a written estimate that states what happens if the job runs long and a handheld for the crew lead to settle the balance and any add-ons at delivery are the three pieces that keep the day from turning into a dispute.

Why work with us

What you get from Merchant Fund Express is a team, not a box: installation at your location, practical training and phone support, plus funding options from the same company if your plans grow.

Common questions

Can I take a deposit when someone books?

Invoices let you collect a deposit and hold the date.

Can the crew lead collect the balance?

A handheld takes payment at the delivery and sends a receipt.

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.

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