Going Live Checklist

Before your first paying customer

Print this page. Walk through it once. You'll catch the things you missed during setup.

Account

• Email address is verified
• Strong password set
• At least one other person on your team has admin access (in case you lose your phone or get locked out)
• Trial converted to active subscription, or a credit card is on file with auto-recharge enabled

Payments

• Stripe Connect onboarding complete (green "Active" badge on the Tenant Billing tab)
• Statement descriptor set to a name your customers will recognize
• Test charge of $1 has landed in your Stripe dashboard
• Bank account on file, payouts enabled

Branding

• Logo uploaded and visible in the top-left of every dashboard page
• Primary color set to your brand color
• Brand name set
• Brand "from" email set to an address you control
• Brand support email set to an inbox you actively monitor
• (Optional) Custom domain configured and showing the green "Active" status

Phone Numbers

• You've bought at least one DID end-to-end (so you've seen the flow)
• You've assigned at least one DID to a tenant (so you've seen that flow too)
• CNAM set on at least one DID
• E911 address set on at least one DID per physical location (this is a legal requirement)

Tenants

• You've created at least one test tenant
• You can navigate into the tenant's dashboard and back out
• Tenant defaults are set to sensible values for the kinds of customers you're targeting
• You've reviewed the Usage Limits page and decided what caps to set on new tenants

Operations

• You know where to find tenant invoices (Reports → Tenant Invoices)
• You know how to top up your wallet (Settings → Billing → Subscription tab → Top Up)
• You've enabled auto-recharge so your service doesn't interrupt mid-month
• You've created at least one API key with no scopes you don't need (if you plan to use the API)
• You've set up at least one webhook endpoint (if you plan to integrate)

Support — yours and ours

• You have a support email or ticket system ready for your customers
• You know how to file a support ticket with us (Support menu)
• You've subscribed to status updates at status.simuwave.com

When every box is ticked, you're ready. Take that first call.