Onboarding Process and New Account Checklist

There's a lot to setup and configure for Dumpster Rental Systems! We want to ensure your account gets set up properly for your business. This checklist will help you keep organized and started with us!

DRS Onboarding Process

Here is an overview of our process for onboarding new accounts with links, if needed. At the bottom is a completion checklist to make sure you have everything you need!

Step 1 - Sales Process

1. Clarifies account needs and creates the new folder/account.
2. Sends DRS Kickoff Form for customer to complete.
3. Advises customer to fill out the Application for Merchant Services.
4. Schedules customer for an Onboarding Call

Step 2 - Intro Call and Onboarding Call - Ideally, the Kickoff form is completed prior to this call.

1. Assists with Account Login. 
2. Reviews account configuration with the customer.
3. Gives a basic software overview and shows the training resources available. 
4. Onboarding schedules customer for a Group Training. 

Step 3 - Training - Customers should have account access and a configured account before training. It helps to explore the account or watch videos even prior to the group training session. It takes about 3 - 5 hours to become familiar with the software.

1. Complete the Introductory Group Training session.
2. Optional - Complete the Operational Training session to learn additional features.
3. Contact Technical Support at any time for 1-on-1 assistance or questions. 
4. Additional training resources, videos, and walkthroughs are under the "Need Help" tab on every account.

New Account Checklist

Use this checklist to ensure you've completed everything, or if you get stuck during the process: