Launch checklist · Home & field services

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

Everything to do before, during and after your Clover goes live, in the order a remodeling contractor 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 remodeling contractor: 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.

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.

Decide who gets which login and who can refund or discount.

On install day

A Flex Pocket for the site lead, invoicing from the office and a Mini at the desk.

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

Remodeling projects run for weeks or months, with a contract, change orders and milestone payments that tie to inspections and delivery.

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

Letting change orders go unrecorded until the end creates disputes about the final number.

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

Contract

scope and milestones are agreed.

Start

the first milestone payment is collected.

Progress

change orders are written and invoiced.

Completion

the final payment follows inspection.

How the catalog should be organized

Milestones and change orders are invoice items.

On a multi-week remodel, money is moved by milestones: contract signing, demolition, rough-in, finish and punch list. Tying a payment to each milestone, with change orders invoiced as they are approved, keeps the final bill free of surprises and the project's cash position visible week by week rather than at the end.

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 invoice by milestone?

Invoices can be issued for each milestone and tracked until paid.

Can I record change orders?

Change orders can be added as new invoice items so the total stays clear.

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