• New Deal Launch: Pipeline Overview, What To Do, Installation Best Practices, Timeline & Guidelines for Orders
• New Deal Form (for all vendors)
• Reimbursement Form 
• Shift4 Order Tracker (please check for updates on your new deals/orders daily)
• Old Tracker (for deals still going through Karen Del Buono as CSM)
• SkyTab Gift Card Conversion
• Change of Ownership
• Barcode Scanning on SkyTab POS
• Concerns & Issues Feedback Form

If you are uncertain who to send a completed form to, whether that is a Shift4 department or Equip gatekeeper, please Slack or email Ingrid, [email protected].

• SkyTab Onboarding Form
• Merchant Contract
• Schedule A (for new equipment orders) POS Service Agreement
• Gift Card Conversion Form
• New Authorized Signers Form
• Legal Name Change Form
• Merchant Pricing Update Form (also used to switch merchant to Advantage Program from Flat Rate)
• Standalone (SkyTab Solo) Terminal Order Form

There are more forms available in Partner Portal > Support Materials Tab > Paperwork, Policies & Procedures Button > "Merchant Paperwork" Tab

Being able to showcase a live demo of SkyTab software is a critical part of your sales process. Merchants appreciate the chance to see how the system works in real time! You can run a virtual SkyTab POS demo right from a compatible device via an emulator app. See the links below for more info!

• SkyTab Demo Instructions For Windows-Based Devices
• SkyTab Demo Instructions For Macbooks
• How To Purchase SkyTab Demo Hardware
• Demo Compatible Laptops You Can Purchase
• SkyTab Business Intelligence Demo

• 2k Bonus Info & Best Practices
• 5k Bonus Info & Best Practices

• Getting Started With Shift4 Academy
• Partner / Dealer Portal Login
• SkyForce Forum Login
• Sales Center Login
• Lighthouse Login
• SkyTab Resource Center Great for Rep & Merchant Education on SkyTab & How-To's 
• SkyTab Knowledge Base / Zendesk
• SkyTab Customer Site Readiness Guide
• Shift4 Support Merchants can submit tickets / chat with Support here
• Shift4 Support QR Codes For Merchants
• Shift4 Legal POS and Merchant T&Cs, etc. 
• InCharge App Download After launching, tap logo 6 times to access demo mode. 
• SkyTab.com
• Shift4.com

• SkyTab “Gross Sales” vs. “Net Sales”

• Toast Objection Handlers and Pitch Nuances

• Shift4 Annual Fees Breakdown
• Shift4 "Administrative Fee" Breakdown
• Shift4 Automatic Quote / Proposal Generator
• Do Not Touch / Sell Vendors List
• Sample Online Ordering Online ordering link from an actual merchant of ours
• Understanding Billing Statement
• Shift4 Fee Notation & Pricing Breakdown
• Sales Presentation Generator (Digideck)
• Supplemental Fee Overview Merchant-Facing PDF
• Deal Profitability Cheat Sheet

Equip-Designed SkyTab Marketing Materials: 

These links will take you to a Canva view only file, that you will be able to copy to your own Canva and edit / add your own contact info. If you do not have a Canva, email [email protected] and she can make a customized copy for you!

• 5k Promo
• Spanish 5k Promo
• 2k Promo
• Spanish 2k Promo
  
• Toast vs. SkyTab
• Pricing Menu
• Spanish Pricing Menu
• Quote Sheet
• Shift4 National Logos Flyer
• SkyTab POS Proposal
• Taking Your Credit Card Fees to 0

Shift4-Designed Marketing Files:

Log into Partner Portal > click "Support Materials" tab to the left > click "Marketing Materials" button > navigate all the options including SkyTab logos etc.

If you then click "SkyTab POS", you will see more options as well as links to some Shift4 Spanish marketing materials you can download.

Make sure to review Shift4's brand guidelines for using their images/name. 

Form to Order Printed Marketing Materials from Shift4: 

• Order Form