WayaDesk / Software and buying
Good onboarding starts with a clear inventory. An installer needs to understand what already provides customer access, which records must be preserved and which service rules the new application will apply. Incomplete information often becomes rework during the first renewal or outage.
Prepare the network and business records
List router models, software versions, access methods and the host that will run LinkDesk. Describe each package in plain language: amount, duration, speed, expiry behaviour and any supported device or data limits. Keep the current customer export separate from a revenue report; an imported entitlement is not a new sale.
Agree responsibilities before installation
Identify the owner of the merchant account, the person who can change router settings and the person who will operate backups. If an external technician is involved, agree how access is granted and removed. Passwords and private customer links belong in an appropriate private handover, not in a public support thread.
- Export the current configuration and customer records before changing anything.
- Identify a small group or test account for the pilot.
- Record the existing process you will return to if acceptance fails.
Make the scope specific
An onboarding quote should say whether it covers software installation, router integration, merchant configuration, migration, SMS and staff orientation. These are different jobs. A quote that says only “setup included” leaves both seller and buyer uncertain about what has actually been purchased.
Finish with an operator handover
The business should know how to start the application, identify delayed access, find the latest backup and contact support with useful evidence. The handover is complete when the designated operator can perform those tasks, not merely when an installer leaves the dashboard open.
Frequently asked questions
Do I need to send all customer details before buying?
Begin with a description and a sanitised sample. Transfer live records only through an agreed private process when migration is in scope.
What is the most useful first document?
A network and package inventory that identifies access methods, router count, current expiry rules and the intended host.
Choose your software licence
One installation, a clear router allowance, and perpetual use of the purchased version. Setup assistance, hosting and external services are separate.