FoxTrak Guide and Help

Creating a job Adding and reordering steps Assigning a step to a team member Hiding steps from customers Using templates Saving your own templates Setting priority and due date Adding files and images Job status and archiving Job locking Job reports Activity log and @mentions

How the live tracker works What your customer sees Sharing the tracker link Customer approvals Customer feedback and attachments

Creating a quote Creating an invoice Attaching a manual PDF quote or invoice Requesting payment Marking as paid Customer payment options Setting up Stripe Importing and syncing from Xero

How customer updates work Customer notification toggle Customising a step message Attaching files to a step message Previewing email or SMS The 10-second cooldown Message read receipts Automatic reminders

"You're up" notifications What triggers a notification SMS quota and limits Mobile push notifications Managing notification preferences

Sending from your own domain BCC and copying messages In-job team chat

Inviting users Roles and permissions

Business details Default greeting and footer Trak colour Theme (light / dark) Update sounds

Subscription and billing Profile settings Connected apps