Trident Resources

ISO Resources

1. All Things Orders & Pipeline

1.1 Shift4 Prelaunch Process (Formerly: New Deal Launch: Pipeline Overview, What To Do, Installation Best Practices, Timeline & Guidelines for Orders)

1.2 Shift4 Multi-Location Deals

1.3 Shift4 Order Tracker (please check for updates on your new deals/orders daily)

1.4 Shift4 Gift Card Conversion

1.5 Shift4 Dine Installation Checklist

1.6 Shift4 Early Termination Fee

1.7 If You Have An Issue With A Shift4 Installer

1.8 Shift4 Ownership Change

1.9 Finding Install Technician's Phone Number in Partner Portal

1.10 Technical Support Guide

2. Important Links & Forms

If you are unsure who to send a completed form to, please have your Operations Team email Ingrid at ingrid@equippaymentsolutions.com for guidance. Individual reps should route these questions through their Operations Team rather than contacting Ingrid directly.

2.1 Shift4 Dine Onboarding Form

2.2 Merchant Contract

2.3 Schedule A (for new equipment orders) POS Service Agreement

2.4 Gift Card Conversion Form

2.5 New Authorized Signers Form

2.6 Legal Name Change Form

2.7 Merchant Pricing Update Form (also used to switch merchant to Advantage Program from Flat Rate)

2.8 Standalone (Shift4 One) Terminal Order Form

2.9 New Deal Form

3. Shift4 Dine Demos

Being able to showcase a live demo of Shift4 Dine 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 Shift4 Dine demo right from a compatible device via an emulator app. See the links below for more info!

3.1 Shift4 Dine Demo Instructions For Windows-Based Devices

3.2 Shift4 Dine Demo Instructions For Macbooks

3.3 How To Purchase Shift4 Dine Demo Hardware

3.4 Business Intelligence Demo

3.5 Shift4 Dine Demo by Brian Cravens

4. Shift4 Portals & Helpful Links

4.1 Getting Started With Shift4 Academy

4.2 Shift4 Partner / Dealer Portal Login

4.3 Shift4 Sales Center Login

4.4 Shift4 Customer Hub Login

4.5 Shift4 Dine Resource Center Great for Rep & Merchant Education on SkyTab & How-To's

4.6 Shift4 Dine Knowledge Base / Zendesk

4.7 Shift4 Customer Site Readiness Guide

4.8 Shift4 Support Merchants can submit tickets / chat with Support here

4.9 Shift4 Support QR Codes For Merchants

4.10 Shift4 Legal POS and Merchant T&Cs, etc.

4.11 Shift4 Dine Mobile App Download After launching, tap logo 6 times to access demo mode

4.12 Shift4 Shop Short Course

4.13 Shift4: Capital Merchant Financing Guide

4.14 Shift4 Dine Hotel & Restaurant Combo POS Setup

4.15 Shift4 Dine Product Ecosystem Spec Sheet

4.16 Dine.Shift4.com

4.17 Shift4.com

4.18 Shift4 "Administrative Fee" Breakdown

4.19 Shift4 Dine Automatic Quote / Proposal Generator

4.20 Sample Online Ordering Online ordering link from an actual merchant of ours

4.21 Understanding Billing Statement

4.22 Sales Presentation Generator (Digideck)

5. Shift4 Dine Battle Card

5.1 What Each System is Purpose-Built For

5.2 Shift4 Dine v.s. Square

5.3 Shift4 Dine v.s. Clover

5.4 Shift4 Dine v.s. Toast

5.5 Shift4 Dine “Gross Sales” vs. “Net Sales”

6. Sales Resources

6.1 Shift4 Dine $5K & $2K Bonus

6.2 Shift4 Dine Annual Fees

6.3 Shift4 Dine Fee Notation & Pricing Breakdown

6.4 Shift4 Dine Supplemental Fee Overview Merchant-Facing

6.5 Shift4 Dine Deal Profitability Cheat Sheet

6.6 7Shifts

6.7 Shift4 Solo

6.8 Shift4 Customer Support & Escalation Flow

6.9 Shift4 Dine Different Advantage Programs

6.10 Who Signs The Application? Manager vs Owner Guide

7. Slicks & Flyers

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.

7.1 $5k Promo

7.2 Spanish $5k Promo

7.3 $2k Promo

7.4 Spanish $2k Promo

7.5 Toast vs. Shift4

7.6 Pricing Menu

7.7 Spanish Pricing Menu

7.8 Quote Sheet

7.9 Shift4 National Logos Flyer

7.10 Shift4 Dine Proposal

7.11 Completely Eliminate All Credit Card Fees

Shift4-Designed Marketing Files:

Log into Partner Portal > click "Support Materials" tab to the left > click "Marketing Materials" button > navigate all the options including Shift4 logos etc.

If you then click "Shift4 Dine", 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:

7.12 Order Form