Customers and requested work

Use this checklist for every paying customer. Square access and renewals require manual verification until its automatic events are connected.

1. Match the customer's email and selected plan to a paid recurring subscription in the provider dashboard. An inquiry or checkout visit is not payment.
2. For $499/$899 service plans, agree the monthly deliverables and first delivery date with the customer before charging.
3. Activate below with the verified paid-through date. Copy the access code shown once and send it privately to that customer's verified email, with their sign-in link.
4. Ask the customer to sign in and try their tools and helper. Check Last sign-in below. Never send an owner login.
5. Review each service request, set a delivery date, provide the delivered work and confirm it meets the agreed scope.
6. At renewal, verify payment, update the paid-through date, and confirm the next service period's scope and delivery date.