Printable worksheet · not saved automatically. Use the encrypted Field Desk to save and sync an intake. This blank packet can be opened offline after its files are cached. Printing may create a local file or paper copy—keep it private.

GENERAL PUBLIC SOLUTIONS SERVICES
MERCHANT FIELD PACKET · 1 / 4

Business discovery & permission

GPSS representative / associate referenceBusiness / date / GPSS lead reference

No sensitive identifiers or documents. Business contact and service requirements only.

Business / trading name *Contact name and role *Business contact email *Business phone *Business service address *Company website (optional)Industry / products sold *How do you accept orders? *Estimated monthly card sales *Typical sale amount (estimate, $)Current POS / processor, if knownPriority *Equipment / software must-havesPreferred start *Preferred follow-up *

☐ I authorize GPSS to record this business intake and contact me about this request. I understand this is not a merchant processing agreement, bank debit authorization, credit check consent, confirmed order or approval. Provider terms and any application must be reviewed separately. This is not consent to unrelated marketing.

GENERAL PUBLIC SOLUTIONS SERVICES
MERCHANT FIELD PACKET · 2 / 4

Statement review worksheet

GPSS representative / associate referenceBusiness / date / GPSS lead reference

Review with permission. Do not attach actual statements here. Use the approved provider document channel.

Statement period(s)Comparable card volume ($)Transaction countAverage ticket ($)Interchange-related costs ($)Network-related charges ($)Processor charges ($)Recurring services / equipment ($)Annual / one-time costs ($)Refunds, reserves and adjustments (summarized)

Questions to reconcile / findings / next step

Effective rate = included processing costs ÷ comparable card volume × 100. Deposits are not the same as sales or fee totals. Separate one-time costs and use the same card/channel mix.

GENERAL PUBLIC SOLUTIONS SERVICES
MERCHANT FIELD PACKET · 3 / 4

Equipment & quote preparation

GPSS representative / associate referenceBusiness / date / GPSS lead reference

Recommended system / quantitySoftware and integrations to verifyEstimated recurring cost / included feesPer-item fees / estimated pass-throughSetup / equipment purchase or leaseContract term / cancellation / fundingImplementation date (subject to confirmation)Open questions / specialist reference

☐ Full cost and assumptions reviewed. ☐ Equipment compatibility verified. ☐ Cash discount/surcharge program reviewed by specialist if requested. ☐ No guaranteed savings, approval or activation date promised.

Recommendation and agreed next step

GENERAL PUBLIC SOLUTIONS SERVICES
MERCHANT FIELD PACKET · 4 / 4

Provider handoff & launch checklist

GPSS representative / associate referenceBusiness / date / GPSS lead reference

Keep the lead connected to GPSS. Generate the application under the GPSS partner account, then verify agent/referral attribution and the actual application reference.

GPSS lead and assigned representativeProvider application reference (not a secret)Agent/referral attribution checked by / dateMerchant application status (verified date)Documents outstanding (types only)Owner of next action / due dateInstallation / training / test planPost-launch check date

☐ Intake received. ☐ Quote and scope reviewed. ☐ GPSS partner application generated. ☐ Merchant uses provider channel for sensitive data. ☐ Required documents and signature complete. ☐ Underwriting decision verified. ☐ Equipment installed and tested. ☐ Merchant trained. ☐ First settlement checked.

Never put here: SSN, EIN/tax ID, bank/routing or card numbers, ID copies, passwords, application-link secrets or signatures. Do not email these to a general inbox. Provider requirements vary; this checklist does not replace their official forms.