ATM Business Startup Checklist

Admin

Admin

Administrator
Staff member
Company Formation
  1. Create an LLC, S or C Corp. (consult an attorney as laws vary by state)
  2. Set up POB for business
  3. Create Business Cards
  4. Build a Website (optional)
Processor set-up
  1. Select processor
  2. Fill out application
  3. Confirm buy rate
  4. Obtain Processor back end training
Bank account
  1. 2 bank accounts should be utilized
  2. 1 for vault cash
  3. 1 for surcharge and interchange
  4. Order business checks
  5. *Discuss with the bank manager money pick-up procedures
Quickbooks (if required)
  1. Computer set up
  2. Setup and training
  3. Conversion
  4. Monthly statements/checks
Vault cash provider/ 3rd Party
  1. Contact
  2. Conversion
  3. Process
ATM machine set up
  1. New Terminal ID set up
  2. Master Keys/comvelopes
    1. Request sets from Processor
  3. Terminal ID and Key transfer
    1. Post Closing
  4. Convert Safe Combinations
    1. Get lock type
    2. Get instructions for elock and dial lock
Tools required for install
  • You do not have permission to view link Log in or register now.
    , confirm type
  • Concrete Drill Bit ½
  • ½ Bolts,
    You do not have permission to view link Log in or register now.
  • Screwdrivers
  • Mini screw drivers
  • Socket set, ½ in
  • Crescent wrench
  • Dolly
  • 6 -foot ladder
  • Laptop/tablet/smartphone
Optional tools
  • Cat5 Cable
  • Cat5 ends
  • Cat 5 crimp tool
  • Phone Cable
  • Phone end crimp
  • Angle grinder for bolt removal
  • Phone handset to check for dial tones
  • Laptop with ethernet plug for testing network connections
  • Plug adapter
  • Extension cords
  • Surge protector, multi adapter
  • Digital camera/phone
  • SUV or Pickup for transporting ATMs. ATMs can fit in smaller wagon/hatchback vehicles as well
Lead generation/sales
​
 
You must log in or register to reply here.
Back
Top