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Use this page as your go-live checklist. Keep it short and practical: if an item is not done, open the linked page, finish it, and come back here.

How to use this checklist

  • Work from top to bottom once.
  • Treat every item as yes/no.
  • Do not start campaigns until all required items are done.

Account and plan

Installation readiness

Installation complete

Core widget settings

Quoting setup

  • Quote destination email and form inputs are set.
    Complete Email and inputs.
  • File upload is configured, if your plan includes it and your team needs supporting files. Complete File upload.
  • Services and estimated pricing are configured, if included in your plan.
    Complete Set services and pricing.
  • Dealer cards, email addresses, and map locations are configured in Manage dealers, if you use dealers.
    Complete Set dealer network.
  • Quote automation and auto-reply are configured, if included in your plan.
    Complete Set up quoting automation.
  • One real end-to-end test quote is submitted and received.

Branding setup

API access setup

  • API access is configured, if your team needs direct API requests, SDK workflows, or MCP-based AI tools.
    Complete API and AI Integrations.
  • API credentials are stored in approved backend, environment, MCP client, or secret storage only, if API access is used.

Operations readiness

  • Billing owner knows where to manage invoices, payment method, and plan changes.
    Review Billing and plans.
  • Support owners know where to send users when issues happen.
    Review Support.

If something fails