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Launch checklist · Home & field services

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

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

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

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How does a painter start accepting credit cards with Clover?

Short answer: A painter can be taking cards after a single installation visit: list your top sellers and logins, have the Clover Flex Pocket placed, programmed and tested on site, and run a practice sale with every staff member. Then review item, tip and deposit reports after the first week, and call (305) 384-8391 with any questions.

Key facts

  • Before install: top sellers, modifiers, logins and devices
  • Install day: Clover Flex Pocket placed, programmed and tested
  • First rush: a second person beside the register
  • Week one: review item, tip and deposit reports

Related: Painter · Painter · Launch checklists · Clover Flex Pocket · Get a Clover quote

Before install day

At Merchant Fund Express, we set up Clover for launch checklist for a painter: 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 van and invoicing from a phone for each stage.

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.
Hardware is placed, connected and tested before any customer sees it.

Your first service

Painting jobs run over days, with a deposit for supplies and a final payment on a walk-through.

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

Collecting the whole payment at the end puts the cost of paint and labor on your cash flow.

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

Estimate

rooms and surfaces are quoted.

Deposit

supplies are covered by a deposit.

Progress

coats are done and a mid payment is requested.

Completion

walk-through and the final payment.

Roles and permissions to set on day one

Small crew; the owner handles quotes and customers.

The situation to prepare for

Change orders for extra rooms should be written and approved.

How the catalog should be organized

Estimates by room or square foot; paint and supplies are lines.

Painting jobs are won on the estimate and lost on the scope. Writing the rooms, coats and prep on the quote, collecting a deposit for materials and invoicing the balance at the walk-through gives both sides a shared document; an extra room added mid-job is easy to handle when it becomes a new line on the invoice instead of a conversation.

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.

Sources and review

Reviewed by the Merchant Fund Express team on October 12, 2026. Official pages checked as of that date.

Common questions

Can I collect a deposit for supplies?

Yes. Deposits can be invoiced when the job is booked.

Can the final payment be tied to a walk-through?

You can send the final invoice at completion and collect on the spot with a handheld.

How long does it take to get running?

At Merchant Fund Express, once your account is approved the hardware is configured and scheduled for on-site installation. We give you a real date when you call, and we stay with you through the first service.

What if I am already under a processing contract?

Tell us the term and the equipment arrangement. We will explain what switching would involve and tell you honestly if waiting makes more sense.

Can I collect a deposit?

Invoices can collect a deposit for supplies when the job is booked, so paint and materials are paid for before the first coat.

Can final payment be tied to the walk-through?

Send the final invoice at completion and collect on site.

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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