FieldFoxx Setup
Use this checklist to configure FieldFoxx for day-to-day use. Most companies can complete initial setup in under 30 minutes.
Use this to confirm your account is fully configured before onboarding your team.
Go to Settings and add your company name, phone number, and address so all client-facing documents are branded correctly.
Enable Stripe Connect so clients can pay invoices online and funds are deposited to your connected Stripe account.
Add at least one client before creating quotes, jobs, or invoices.
Use quote line items to present pricing before work begins.
Create invoices from completed work and send clients a payment-ready link.
Configure reminder timing so unpaid invoices are followed up automatically.
Follow this sequence for your first production transaction to verify everything end-to-end.
Client cannot pay invoice online
Confirm Stripe Connect is Active in Settings and that the invoice status is Sent or Overdue.
Invoice reminder toggle resets after save
Save reminders from the Invoice Reminders card, then refresh Settings and verify values persisted.
Duplicate payment toast appears
Update to the latest version with atomic paid-status updates in invoice payment processing.
Stripe webhook says signature verification failed
Make sure STRIPE_WEBHOOK_SECRET matches the exact webhook endpoint secret for the current mode.
Should we create a quote before every invoice?
Recommended. Quotes help lock scope and pricing before work, then invoices track final billing.
Where do client payments go?
Invoice payments route to the company Stripe Connect account, not held in the platform account.
How often should reminder jobs run?
Daily is the standard setup and matches most due/overdue reminder schedules.
Who should access billing settings?
Owners and admins only. Technicians should be restricted from subscription and payment controls.
If anything in setup does not work as expected, submit a support request and include a short description plus screenshots.