How it works

From demo to live in 5-8 weeks.

From signed lease to grand-opening day. Whether you’re switching from another POS or opening your first store, every step is named, every duration is honest, and every workload is split.

Pick your path

Switching from another POS

Dutchie · Treez · Flowhub · Cova · BLAZE

Opening a new dispensary

First POS · pre-grand-opening setup

Active

New dispensary timeline

Step 01 / 06

30 min

Demo on a clean shop

We walk you through what a working day looks like on a CannAgent shop seeded with sample inventory. Same registers, same back office, same compliance gates a five-year shop runs.

  • Live register transaction with vertical-ID gate
  • Inventory + receiving + waste-log witness sign-off
  • Manager write-up flow + payroll drafted from the same login
  • Customer engagement: phone-as-loyalty-key, tier-on-visit logic
  • End with a fixed-scope quote for setup + first-year licensing

What you do

Show up. Bring your store layout, opening-week schedule, and rough vendor list.

What we do

Walk three surfaces. Quote your setup. Send a written summary the same day.

Step 02 / 06

1 week

Discovery

We map your store layout, vendor relationships, opening date, and target staff count. The output is a Setup Doc that names every category, register, zone, and workflow before we provision a row.

  • Store layout: register count, customer-display placement, zones
  • Vendor + brand-rep contact list
  • Opening date + soft-launch window
  • Target staff count + role mix (budtender / lead / inventory / GM)
  • State overlay: WSLCB / OLCC / DCC / etc. — rules baked in to setup

What you do

Walk us through the store (in person or video). Share your vendor list + target opening date.

What we do

Map every zone. Document every workflow. Surface every state-specific rule before you turn the lights on.

Step 03 / 06

2-3 weeks

Setup

We provision your store, configure for your state’s rules, set up vendors and product master, install register hardware, and stand up the customer-engagement + loyalty system.

  • Per-store Neon Postgres provisioned
  • State overlay configured (WSLCB / OLCC / DCC / etc.)
  • Vendor + product master loaded from your Discovery doc
  • Register hardware installed + tested in your store
  • Customer-display, printer, scanner, kiosk set up + smoke-tested

What you do

Coordinate hardware delivery to the store. Confirm vendor terms. Hire your first three.

What we do

Provision, configure, install, and test. Hand you a working system 1-2 weeks before doors open.

Step 04 / 06

1 week before opening

Soft launch + training

Your team practices the POS on real-but-sample inventory. Manager runs through the in-app training tracks. We drill three opening-day scenarios so nobody’s thinking through it for the first time on day one.

  • Staff training: 9 modules across 5 role tracks
  • Three opening-day drills: a busy hour, a vertical-ID flag, a void
  • Manager runs payroll dry-run and training sign-off
  • Real inventory loaded — final receive against opening POs
  • Final hardware + integration smoke test

What you do

Run your team through the training tracks. Drill the opening-day scenarios. Final-walkthrough the store.

What we do

Lead the drills. Sit with your manager through their first payroll dry-run. Be on-floor for the soft launch.

Step 05 / 06

Opening day

Grand opening

You open. Doug standing by remotely for opening day — phone, Slack, screen-share within the hour. Same-day check-in calls for the first 5 business days. The register, customer display, and back office are all green from minute one.

  • Doors open on a fully-tested system
  • Doug standing by remotely — phone + Slack within the hour
  • Daily standup call (15 min) for first 5 business days
  • Same-day fixes for any surprises
  • Audit log + variance reports reviewed daily for first week

What you do

Open the doors. Run your team. Tell us what surfaces.

What we do

Stay on the line all opening day. Stay close for the first week. Fix what shows up — usually within the same shift.

Step 06 / 06

30 days

First-month support

Daily check-ins for week one, weekly for weeks two through four. By week five your manager owns it; we’re on call as needed. The 90-day satisfaction window applies to new dispensaries too.

  • Week 1: daily check-in calls + screen-share sessions as needed
  • Weeks 2-4: weekly review of audit log + variance + cash discipline
  • Manager owns the in-app help by end of month one
  • Compliance review against your state’s rule family
  • 90-day satisfaction window: refund setup fee, keep your data

What you do

Show up to the calls. Push your team into the in-app help. Tell us when something’s off.

What we do

Stay close until you don’t need us. Fix what surfaces. Be the operator-built tool you signed up for.

Common questions

Specific to opening a new shop. The full FAQ is at /faq.

How early do we need to engage you before opening?

5-8 weeks of lead time is the sweet spot. Faster is possible but compresses the soft-launch + training week, which is where most opening-day mistakes get caught. If your opening is sooner, we’ll tell you what we can guarantee in the time we have.

Do you handle the WSLCB application?

No — that’s your attorney’s lane. We come in once the license is granted (or close to it). What we do handle: configuring the platform to your state’s rules from day one so opening-day compliance is a workflow, not a sticky note.

Who owns our data?

You do. Per-location Postgres, exportable any time in standard SQL. No hidden fees on data export, no migration penalty if you ever leave.

What if it doesn’t work out?

90-day satisfaction window. If you’re not running better than you were on the old system after 90 days, we refund the setup fee and you keep your data exports. We’d rather not work with someone unhappy.

Who’s on the other end if something breaks?

Doug, named human. Not a ticket queue. Same-day for register-down, 24h for everything else. Your manager will have a phone number, not just an email address.

Verify our story

Every claim above is checkable on a public surface. Don’t take our word for it.

Live status

5-min probes

Per-target uptime visible.

Case studies

2 operator-run

our own stores.

See it on your data. 30 minutes.

End the call with a fixed-scope quote and a cutover date that fits your store, not ours.

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