Merchant Onboarding Checklist

Account Verification

1

PartsTech is Connected

At least one supplier account connected
2

Dejavoo is Connected

Payment gateway active and processing
3

Technician Has Been Added

At least one tech user in the system
4

Disclaimers Offered to Merchant

Custom estimate/invoice disclaimers configured if requested

Software Training

5

Order from PartsTech

Merchant can search parts and place an order
6

Enter Expenses

Merchant knows how to log expenses in the software
7

Create an Estimate

Walk through building a full estimate with line items
8

Get an Estimate Approved

Send for approval and demonstrate approval flow
9

Convert Estimate to RO

Convert the approved estimate to a repair order
10

Process a Payment

Complete a payment through the Dejavoo terminal
11

Print a Report

Generate and review a basic report
12

Schedule an Appointment

Create a scheduled appointment from the calendar

Data & Final Steps

13

Discuss Customer Export & Import

Ask merchant about exporting customers from their old software and importing into Rate Remover
14

Review Support Resources

Show the merchant where to find help: support number, chatbot, FAQ
15

Merchant Questions Answered

Confirm all questions are addressed before ending the call