A fence CRM that will not let a crew dig until the survey, the permit and the locate are in.
A fence job is a sequence with a gate on it. Measure, quote, deposit, HOA approval if there is one, permit if the city wants one, utility locate, material order, then the auger. Generic field software sees a visit and an invoice. We build the CRM around the whole sequence so the office can see what each job is waiting on.
The dig cannot start until the paperwork says so
A fence company lives on the steps between the signed quote and the first post hole. The homeowner needs to produce a survey or confirm the line. The association may need to approve the material and height. The city may need a permit, and for a pool barrier it certainly cares. Every post hole is a dig, so the locate request goes in and the crew waits for the marks. Material has to be ordered against the quote, with posts, panels, rails, hardware and concrete counted. Any one of those stalls, and the crew shows up to a job that cannot start. The CRM has to carry each step with its date and its status, and the schedule has to respect them.
Pricing is the other difference. Fence quotes are built by the linear foot, by material and height, with gates priced individually, corners and end posts counted, slope and rock as adders, and removal and haul-away as their own line. Homeowners want two or three options on one quote so they can compare within your numbers rather than across competitors. A system that prices from a flat rate or a visit cannot produce that without a spreadsheet beside it, and the spreadsheet is where the mistakes live.
Then the season moves everything at once. Rain pushes a week of installs, frozen ground pushes a month, and a supplier's lead time on a vinyl color pushes a single job. The crew board has to move jobs together, keep the locate marks from expiring while they wait, and tell the homeowner without the owner making six phone calls.
What a fence CRM has to track on every job
Each of these is a reason a crew has driven to a yard and driven away again.
Footage, posts, gates and options
Linear feet by run and height, post count with spacing, each gate with its width and hardware, corners and ends, removal of the existing fence, and the slope or rock adders. The quote prices good, better and best from one measurement; our guide on pricing fence jobs covers the math.
The deposit, within your state's rule
Deposit taken at online approval through your own payment account, with the amount set to what your state allows for home improvement work, and the material order unlocked when it clears.
Survey, HOA and permit status
Whether the homeowner has produced a plat or survey, whether the line was confirmed in writing, whether the association has approved material, height and color, and the permit application and number where the city requires one.
The locate ticket and its clock
The 811 program lists fence installation among the projects that need a locate request a few business days before digging, with each state setting how long utilities have to respond. The ticket number and the day the marks are due go on the job, and the install cannot be marked ready without them.
Material orders built from the quote
The approved option becomes a supplier order with posts, panels or pickets, rails, hardware, gate kits and concrete, with the lead time for special colors noted and the delivery date on the job.
Crew board by ground and weather
Installs scheduled by crew, footage and ground conditions, with a rain day moving the week as a block and the homeowner told automatically. Repairs slot in as short tickets between installs.
How we build a fence company's CRM
Our own service companies run on a CRM we built first for ourselves. Yours is fitted to how your estimator and crews work, not to a template.
Stages in your words
Requested, measured, quoted, approved, paperwork, locate requested, ready to dig, installed, walkthrough, paid. The board counts jobs and footage at each stage and flags anything that has sat too long.
Measuring and quoting on a phone in the yard
The estimator draws the runs on the aerial view, enters heights, gates and conditions, and the quote with its options is ready to send before the truck leaves the driveway.
Online approval that re-prices on the server
The homeowner picks an option, signs and pays the deposit from a link. The total is recalculated on our side at approval so a tampered page cannot change it.
Follow-up that runs itself
Open quotes get a text and an email at the intervals you set, written in your voice from your business number, and stop the moment the job is signed or declined. See our quote follow-up guide for the sequence.
Reports an owner actually uses
Close rate by material and by estimator, days from request to measurement, days from quote to signature, footage installed per crew per week, and which lead source produced the signed jobs.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for fencing, answered.
Can it quote three materials on one estimate?
Yes. One measurement produces an estimate with your chosen options side by side, for example cedar privacy, vinyl privacy and aluminum, each with its own gates and adders, and the homeowner approves one of them online.
Does it stop the crew from being scheduled before the locate marks are in?
Yes. A job cannot move to ready to dig until the locate ticket and the marks-due date are entered and, where you require it, the survey and permit fields are filled. Locate rules differ by state, so the waiting period is set to yours. General information, not legal advice.
What about the deposit cap in our state?
Some states cap the deposit a contractor may take on home improvement work and some do not. We set the deposit rule in the system to match what your state allows, and you confirm it with your own attorney or licensing board before launch.
Can crews that are subcontractors use it?
Yes. A sub crew lead signs in with restricted access and sees nothing beyond their own jobs: the material delivered, the locate status and the photos required at completion, and the office sees crew pay next to each job's margin.
Will it move our customers over from the app we use now?
Yes. Customers, quotes, jobs and photos are exported, mapped to the new structure and checked, then both systems run together until the office is sure nothing is missed.
Custom CRM for fencing. Owned by you.
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