FieldFoxx Setup
Use this checklist to configure FieldFoxx for day-to-day use. Most companies can complete initial setup in under 30 minutes.
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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.
Link your QuickBooks Online company so paid invoices can be synced for accounting and reconciliation.
Link Mailchimp and map client tags to specific Mailchimp audience IDs so campaigns can target the right segments.
Refunds are handled from the invoice detail page after a payment has been marked paid.
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.
After invoices are paid, run sync from Settings so accounting stays current in QuickBooks Online.
Push clients into Mailchimp after tags are assigned so each segment lands in the right audience.
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.
Need to refund a client payment
Open the paid invoice from Invoices, then use the refund controls on the invoice detail page to issue a full or partial refund.
Paid invoices are not appearing in QuickBooks
Confirm QuickBooks status is Connected in Settings, run Sync paid invoices, then check the sync history table for partial/failed details.
Clients are not appearing in the correct Mailchimp audience
Verify each client has the expected tags, confirm tag-to-audience mapping lines in Settings, then run Sync clients to Mailchimp again.
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 do I issue a refund?
Open the paid invoice in Invoices and use the refund controls on the invoice detail page. You can refund the full remaining balance or a partial amount.
How do I sync data to QuickBooks Online?
Connect QuickBooks in Settings under Accounting Sync, then use Sync paid invoices. For older records, run the one-time backfill from the same card.
How do I target Mailchimp audiences by client tag?
In Settings under Email Marketing, add one mapping per line in the format tag:audience_id, save, then run Sync clients to Mailchimp.
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.