Launch checklist · Home & field services
Everything to do before, during and after your Clover goes live, in the order a pool service 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 pool service: the right devices, the features that matter in your workflow and on-site training for your staff.
A Flex Pocket in each truck and recurring billing from the office.
Pool service bills monthly for weekly visits, sells chemicals and repairs separately and sees a hard peak in the first warm weeks.
Billing repairs and monthly service on one invoice makes it hard to see which is profitable.
weekly stops are set.
chemicals are tested and balanced.
the monthly plan is charged on file.
repairs are quoted.
Route technicians and a manager.
Repairs should be quoted before work.
Monthly plans with chemicals and repairs as separate items.
Because pool routes are built around fixed weekly stops, the most useful numbers are stops per route day and the share of customers on monthly plans. When chemical costs rise, a plan priced a year ago can quietly stop paying; reading chemical spend against plan revenue each quarter tells you when to reprice before the season, not during it.
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.
Recurring billing tools can support monthly plans.
Repair work can be invoiced on its own with a payment link.
The Merchant Fund Express 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.
Recurring billing tools can support monthly plans, so weekly visits are billed on a set rhythm with chemicals included as the plan describes.
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.
