Install Best Practices
What is the name of the team that helps with installs? Hint: Not Dom and Amy, remember we love you are now Rich and on a tour of the Great Wall of China
Tech Support
💡Pro Tip: After setting up the equipment at home, coordinate with Tech Support for help or backup during the install.
I am killing it signing MIDs! What’s one thing that would make my life way easier as I get lined up for installs?
Ship the device to yourself, set it up at home, and run a test transaction.
💡Pro Tip: For Clover, have the merchant send you the setup code. Double-check all settings before heading to the install.
If you request and are approved for next-day shipping, what is the time frame Simpay expects the device to be installed?
Within 2 days of receiving the device.
⚠️Note: Repeated misuse of this exception can get you blacklisted from future next-day shipping.
It’s the end of the month, and I need this install to go live for my numbers. Can I just run $250 on my own credit card?
No. You should never do that.
⚠️Warning: Sales Ops has access to batch and card details. If they see a charge for exactly $250, they may flag it, which can result in a write-up or even termination.
You received the device and are installing it — but the merchant hates it. What steps do you need to take?
A:
Request a return label from Client Success.
Let the merchant know there is a restocking fee — either you or the customer will need to cover it.
Submit a new EPP, either for Warranty, Equipment Purchase, or Recurring (6 months, no interest).
Double-check and select the correct settings on the new order.