Get started with FieldFoxx

Create your account

Your 30-day free trial starts here. No card needed, and no monthly fee during the trial.

• Go to Sign up and enter your company name, your name, email, phone and a password.
• Confirm your email, then sign in.
• Add your business address, pick Individual or Business, and tap Start free trial.

Tip: Not sure which plan? Individual covers up to 3 people, including you. You can switch any time in Settings.

Set up your company

These details show up on the quotes, invoices and reminders your customers get.

• Go to Settings → Company Settings.
• Upload your logo. It appears on quote and invoice emails.
• Add a Reply-to email so customer replies reach the right inbox.
• Check your time zone and how many days quotes stay valid.
• Leave Send automatic visit reminders on. Clients get a reminder the day before each visit.
• Set the Days you work.
• Tap Save Settings.

Add your crew

Everyone gets their own login and only sees what their role allows.

• Go to Team → Add member directly.
• Enter their name, a username and a temporary password.
• Pick a role: Technician for field crew, Member for office help, Admin for someone who helps run the business.
• Share the login details shown on screen.
• Optional: open a team member and set their working hours. You'll get a heads-up if you schedule them outside those hours.

Note: Individual covers up to 3 people, including you. Business has no limit.

Add your clients

Each client keeps the address, contact info and history for every job.

• Go to Clients → New Client. Add a name, address, email and Phone number.
• Have a list? Use Import customers at the bottom of the Clients page: download the template, fill it in, and upload your CSV. Only the name is required.
• Add tags like "weekly" or "commercial" to filter clients (and to sort them into Mailchimp audiences later).

Send your first quote

Customers approve online, and an approved quote becomes a job in one tap.

• Go to Quotes → New quote and pick the client.
• Add your line items. Mark extras as Optional add-on (customer chooses) so they can pick them. Those stay on the quote but are not counted in the total unless they pick them.
• Want money up front? Add a deposit as a dollar amount or a percent.
• Review it and tap Send to client.
• Once it's approved, tap Convert to job.

Schedule work and repeat visits

Set up a job once, and FieldFoxx keeps the repeat visits on the calendar.

• Go to Jobs → New job, or use Convert to job on a quote. Pick the date, time and crew.
• For repeat work, check Recurring job. For every other week, choose Weekly and set Every to 2. Monthly works too.
• See everyone's day on Dispatch, and drag a job to move it.
• Clients get an automatic reminder the day before each visit.

Put FieldFoxx on your crew's phones

There's no app store download. FieldFoxx runs in the phone's browser and can sit on the home screen like an app.

• On the phone, go to www.fieldfoxx.com/sign-in and sign in with the username and password from step 3.
• iPhone: tap Share, then Add to Home Screen. Android: tap the ⋮ menu, then Install app or Add to Home screen.
• Crews open My Day to see their stops. Sort by Time order or Shortest drive, then tap Start route in Google Maps.
• At each stop, tap On My Way to let the customer know, then Start Job and Mark Complete. Time is tracked automatically.

Note: Crews only see jobs that are assigned to them.

Get paid

Take cards online or record cash and checks. Every payment lands on the invoice.

• Owner only: go to Settings → Online Payments, tap Connect Stripe account, and finish Stripe's steps until the card shows Active.
• FieldFoxx also does a quick business review before payment links go live. You'll see the status on the same card.
• When a job is done, tap Create Invoice on the job, or tap Invoice completed jobs on the Invoices page to bill several at once.
• Tap Send invoice. Customers pay by card from the email or their client portal.
• Paid in cash or check? Open the invoice and tap Record payment.
• Turn on Invoice Reminders in Settings to nudge customers about unpaid invoices.

A 1% FieldFoxx fee applies to online card payments, plus Stripe's processing fee, including during your free trial. Checks and cash are free.

Connect QuickBooks and Mailchimp (optional)

Both are included on every plan. Only the account owner can connect them.

• QuickBooks Online: go to Settings → Accounting Sync and connect. Tap Sync paid invoices whenever you want to catch up. It sends paid invoices, and the customers on them, 25 at a time.
• Mailchimp: go to Settings → Email Marketing, add your API key and audience, then sync your clients. Client tags can put different clients in different audiences.