Setup Completion
32%
Required Steps
8
Warnings
3
Launch Status
Draft
Setup Checklist
✓
Stripe SaaS Billing
Subscription plans and billing center are active.
✓
Company Profile
Collect company name, address, owner details, timezone, website, and contact information.
3
Payment Settings
Configure card, cash, check, Zelle, Venmo, PayPal, card holds, reminders, and refund behavior.
4
Payroll & Taxes
Set payroll state, employee/contractor rules, quarterly tax payables, W2/1099 options, and YTD earnings.
5
Twilio Integration
Connect each company’s Twilio Account SID, Auth Token, phone number, Messaging Service SID, and inbound webhook.
!
Business Rules
Set area rules, zip code surcharges, arrival windows vs exact times, PTO capacity, discounts, gift cards, and customer protection.
Launch Health
✅ Billing routes working
✅ Onboarding routes working
✅ JSON foundations active
⚠️ Payment rules need save logic
⚠️ Twilio credentials need encryption
⚠️ Payroll state logic pending