15. Go-Live Checklist

Work through this before real customers and real money go through the workspace. It takes twenty minutes and catches the handful of things that are embarrassing to find later.

The dashboard on a live workspace.

Money and Documents

• The tax label, rate and currency on Brand & portal are right, and the preview sentence says what you expect.
• A test invoice PDF shows your legal name, registration number, the right title, the tax line and your payment instructions.
• Payment terms are set on trade customers.
• With your own Stripe keys, the webhook endpoint is registered in Stripe with the four events and the signing secret is stored. The card says deliveries are verified.
• One small live payment has gone through and the invoice flipped to Paid on its own.
• Your bank details are in the invoice template if you also take transfers.

Pricing

• Every decoration method you sell has a rate matrix that covers every colour count you quote. Nothing falls through to zero.
• Setup fees match what you charge.
• Quantity break tiers are ordered largest minimum quantity first.
• Three jobs you have already quoted in real life, re-quoted here, come out at the numbers you charged.
• Price lists carry the band discount, and no customer discount rule duplicates it.
• The default price list is your retail list, and every imported customer is on the right one.

Product and Stock

• Each supplier's range is in from a CSV, with list unit prices.
• Reorder points and quantities are set on your top twenty SKUs.
• On-hand counts for those SKUs match the shelf, corrected with Adjust stock or a cycle count, never by import.
• Sample data is removed.

Communication

• Every template has been read once and sounds like your shop, and Send test has delivered one of each to you.
• The accept links in the quote templates and the approval link in the artwork templates are still there.
• SMS is either connected and tested or left to fall back to email.
• The contact email on Brand & portal is a mailbox somebody reads; it receives every customer reply.
• The time zone on Brand & portal is your shop's, so reminders go out in your morning.

People and Access

• Everyone who needs a login has one, with the narrowest role that works.
• Owners and managers have their authenticator app set up and their recovery codes stored.
• Labour rates are set for anyone whose time you want costed, and commission rates for reps.
• Shared screens use a display link or a dedicated login, not the owner account.

The Floor

• The floor board is on the wall from a display link, full screen, and the display does not sleep.
• Station tablets are bookmarked on their boards.
• A test worksheet barcode advanced a test order from the scan page.
• The time clock opened and closed a test entry and the hours landed on the order.
• The kiosk, if you use one, has a PIN, is unlocked on the iPad, and placed a test order that you then cancelled.

Customer-facing

• The portal preview reads correctly and the accent colour is legible on white.
• Two or three trade customers have a portal login and know it exists.
• Any store or campaign you plan to launch has been checked on a phone.

A First Week That Works

Day	Do
1	Quote every new enquiry in Printer's Friend. Keep the old process for jobs already in flight
2	Convert those quotes and run them across the board. Note what staff ask about
3	Send proofs for approval and let dispatch issue the invoices
4	Put the floor board up and start using the scan page and the time clock
5	Invite your three best trade customers to the portal
Week 2	Move the remaining open jobs across and stop the old process

Quoting goes first because a pricing mistake shows up harmlessly there. Customer-facing messages come later, once you trust the data behind them.

When Something Is Wrong

• A quote looks wrong: read the rules trail on the quote, then Testing your rules.
• A customer paid but the invoice shows unpaid: the webhook is not arriving. See Payments with Stripe and Troubleshooting.
• A message did not send: the record shows a warning with the reason, and the activity timeline records it. Check the template is active and the integration is connected.
• Something changed and you do not know who did it: Audit log.

Next

You are set up. Running the shop covers the daily rhythm, and selling online covers storefronts, team stores and campaigns.