Prepare the following before installing Flutex. Completing this checklist avoids most initial connection and build problems.
Accounts and access
Backend preparation
Confirm that the Perfex customer portal works over HTTPS. Create a test customer and an active contact with a known password. Give that contact the permissions needed for your test and create sample records linked to the same customer.
Back up the CRM database, uploads, and application files before adding or updating the API module. Prefer a staging installation for the first setup. Check the license terms before assuming an additional staging activation is available.
App preparation
Choose your final Android application ID and iOS bundle ID before configuring Firebase. Prepare your logo, launcher icon, splash artwork, app name, privacy policy, and support information.
Install the release-compatible Flutter toolchain and verify it using
flutter doctor -v
Keep an untouched copy of the downloaded source and work in a separate copy or Git branch.
You are ready to proceed when you can access the CRM, sign into the customer portal with your test contact, and detect a test device from Flutter.