Agents
Three jobs do the legwork. You answer, sign, and copy. Nothing here sends.
Desk jobs
Fee watcher
Reads each monthly statement and flags a card-security fee line.
Questionnaire helper
Puts the card questions in plain words and keeps the checklist.
Renewal
Keeps the yearly reminder and the terminal inspection dates.
Removal note
The removal note is not ready. Finish the line finder on Statements.
Reminders (drafts)
Three pre-written reminders. Copy one into your own calendar or phone. This desk never sends them.
Monthly statement look
Suggested: Sun Nov 1 2026
Reminder for Pat N.: when the new Pell Card Desk statement arrives (around Sun Nov 1 2026), open FeeStop and tap "Find the fee line." If the non-compliance fee is back, copy the removal note. Verify with your processor.
Yearly questionnaire
Suggested: Not set: file the questionnaire first
Reminder for Pat N.: the yearly card questionnaire is not marked filed yet. Finish the Checklist tab, then file it in your processor's portal yourself. Verify with your processor.
Card reader look
Suggested: Sun Oct 18 2026
Reminder for Pat N.: look over each card reader (Counter set, Lark-4, Handheld set, Lark-W) for loose parts, extra wires or a changed serial sticker, and log it on the Devices tab. Shop practice, every 30 days.
Proof folder
What you did and when, in one place. No card numbers or logins are kept.
- Removal note copiedDraft not ready yet.—
- Questionnaire signed on this deskNot signed yet.—
- Filed in the processor's portal (your mark)Not marked filed.—
- Card reader look: Counter set, Lark-4Looked over, no note.Mon Aug 17 2026
- Card reader look: Handheld set, Lark-WNever logged.—
- Your proof noteSaved the processor's fee notice letter in the shop binder.Mon Oct 12 2026
Where this stands
- Find the fee lineOK
- Answer how the shop takes cardsOK
- Finish the checklist (8 of 11)OPEN
- Sign the questionnaireOPEN
- File it in the processor portalOPEN
- Copy the note that says please remove this feeOPEN
Activity
Fee watcher · Sat Oct 17 2026
Read the September statement: the non-compliance fee is on it. The card security program fee is separate.
Questionnaire helper · Fri Oct 16 2026
Noted how the shop takes cards: a counter terminal on the internet, and no card numbers stored.
Demo data
Records stay in memory on this server instance.