Provider OS
Lesson 12 / 12
Launch Checklist
A provider-friendly checklist for readiness, remaining gates, and what to review before calling the workspace launched.
Use this final lesson to decide whether your Provider OS setup is ready for day-to-day use or still needs cleanup.
Why this matters
Launch confidence comes from truthful readiness, not from clicking every feature. The checklist keeps providers honest about setup, money gates, exports, growth, and support.
What this feature is
The launch checklist helps a provider sort each area into ready, needs cleanup, approval required, or later before relying on Provider OS every day.
Safe to use now
- Review each Provider OS area and mark it ready, needs cleanup, approval required, or later.
- Use Support for blockers before telling customers or workers a workflow is fully live.
Provider example
An events provider reviews Dashboard, Services, Quotes, Jobs, Invoices, Workforce, Reports, Growth, and Support, then marks payments and exports as gated until approved.
What to click next
- Open Dashboard for the final pass.
- Open the workspace with the biggest blocker.
- Use Support when a gate or policy question remains.
What not to do yet
- Do not claim invoices, payments, exports, sends, connectors, or automations are fully live when they are gated.
- Do not create production fixtures or mutate live records for checklist practice.
- Do not start #49 homepage/discovery/mascot work from this checklist.
Short video
Lesson focus
Workspace cue
Ready, gated, or later
Sort every area into ready to use, needs review, approval required, or coming soon before you rely on it with customers or workers.
Key highlights
- A completed checklist should be truthful, not optimistic.
- Gated money, export, send, and connector actions can still block full launch.
- Mobile access and support paths should be clear before daily use.
Before you start
- Finish the earlier Provider OS lessons first.
- Open Provider OS on both mobile and desktop if you use both.
- Keep a short list of blockers instead of guessing around them.
Step by step
- Open Dashboard and confirm the daily starting point is clear.
- Review setup, Complete your Service Provider profile, services, verification, requests, quotes, jobs, invoices, workers, reports, growth, support, and mobile access.
- Mark each area as ready, needs cleanup, approval required, or later.
- Stop on any payment, send, export, connector, data, or privacy gate.
- Use Support for blockers before telling customers or workers a workflow is fully live.
Ready to apply
- Complete your Service Provider profile is done or clearly marked as the first blocker.
- Setup and services are understandable.
- Requests, quotes, jobs, workers, reports, growth, and support have a clear next step.
- Every gated feature is labeled honestly.
If you get stuck
- If you cannot decide whether an area is ready, mark it needs review.
- If the blocker touches money, sends, exports, connectors, data, or privacy, stop and ask for approval.
What success looks like
You can say what is ready, what is gated, and what needs support before relying on Provider OS every day.
Quick checklist
- Open Dashboard.
- Review each Provider OS area once.
- Write one blocker and one ready area.
Practice it in the live product
The lesson stays public, but the CTA routes directly into the live HubbCentral surface tied to this workflow.