Going 'Live' With Printer's Plan Follow

Overview

After training, integrations, and testing are complete, the final step is to move Printer’s Plan from practice to live production. Use this checklist to verify configuration, prepare staff, clear test data, and schedule routine maintenance.

• 1. Configuration Checklist
• 2. Staff Readiness
• 3. Clean Practice Data
• 4. Maintenance
• Key Points

1. Configuration Checklist

Confirm these system‑wide items before going live:

• Departments, categories, and services organized correctly.
• Default settings reviewed and saved.
• Product Types customized for your equipment.
• Sales data (taxes, GL links) updated.
• Documents show correct logo, layout, and images.
• SMTP e‑mail tested and HTML templates updated.
• Accounting export method selected.
• Printer’s Plan Pay activated and test payment processed.

2. Staff Readiness

Ensure every CSR and operator is ready for day‑to‑day tasks:

• Workstation options customized; unused tabs hidden.
• Role‑based passwords applied (price levels, service edits, etc.).
• Team knows keyboard shortcuts and daily workflow.
• CSRs can create quotes, post orders, and send payment links.
• A/R processes (deposits, credits) reviewed.

3. Clean Practice Data

Clear out test content so reports start fresh:

• Run Tools ➜ Clear Practice Data.
• Delete practice quotes, jobs, templates, and customers.
• Verify A/R and Order reports show zero balances.
• Reset job and quote numbering.

4. Maintenance

Schedule routine upkeep:

• Locally-Hosted Printer's Plan: Remember to compact the database weekly.
• Cloud-Hosted Printer's Plan: Automatically performs nightly off‑site backups.

Key Points

• Complete configuration before first live quote.
• Lock sensitive tasks with passwords.
• Wipe practice data; reset numbering.
• Set automatic compact and backup routines.

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