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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.
  • Services and estimated pricing are configured, if included in your plan.
    Complete Set services and pricing.
  • Dealer network is configured, 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

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