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Launch checklist · Home & field services

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

Everything to do before, during and after your Clover goes live, in the order a roofer 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 roofer: 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.
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.
Tell your team the date so nobody learns the system on a live service.

On install day

A Flex Pocket in the truck, invoicing for each stage and a Mini at the office.

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.
Printers and drawers are fired off to confirm they work together.

Your first service

Roofing jobs are large, weather-dependent and paid in stages, from a deposit to materials and a final payment after the last nail.

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

Accepting a big final payment by check and waiting for it to clear stalls the next job's materials.

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

Inspection

the roof is measured and quoted.

Deposit

materials are ordered.

Install

the crew works and photos are taken.

Completion

the final payment follows the walk-through.

Roles and permissions to set on day one

Crew lead and owner.

The situation to prepare for

Insurance work involves checks; record the check separately.

How the catalog should be organized

Quotes by square and material with deposit items.

A roof is usually the largest bill a homeowner pays in years, so the payment flow is part of the sale. A deposit when materials are ordered, a progress payment at tear-off and a final payment after the walk-through gives the customer a sense of control and keeps your cash from running ahead of your costs; invoices with a payment link make each step easy to say yes to.

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 in stages?

Invoices can be issued for the deposit, materials and final balance and tracked until paid.

Can a homeowner pay by card online?

Invoices include a payment link so they can pay from their phone.

What happens if something breaks on a busy day?

At Merchant Fund Express, 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.

Who installs and trains my staff?

Our team installs on site, configures your items and trains your staff, then stays available by phone after launch.

Can a homeowner pay online?

Invoices include a payment link, so a homeowner can pay by card from a phone, which makes the deposit step easier to say yes to.

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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