CRM for Fence Contractors

• The problem

  Measurements and the yard sketch from the site visit get lost before the quote is written.

  In Kompot.ai

  The site visit is a job with the address and a time window. The estimator photographs the sketch and the yard and enters the footage of each run, fence height, slope and gate openings in custom fields, so the quote is written from the record.

• The problem

  The homeowner wants prices for cedar, vinyl and chain link, and the quote takes a week.

  In Kompot.ai

  Your price list holds each fence style by the linear foot, plus posts, gates and removal of the old fence. Build one estimate per material from the same footage, send them, and see which one the homeowner opens and approves.

• The problem

  Nobody checked the property line or the HOA rules, and the neighbor objects mid-install.

  In Kompot.ai

  Create a task with subtasks before any digging: survey or plot plan received, HOA approval, utility locate requested, neighbor informed. The plot plan and approval letter are stored as files, and the signed contract states who is responsible for the line.

• The problem

  The crew arrives and the gate is on the wrong side, or swings the wrong way.

  In Kompot.ai

  Gate width, hinge side, swing direction and latch type are fields on the customer, and the marked-up sketch is attached to the install job. The crew lead opens it on a phone in the yard before the first post hole is dug.

• The problem

  Materials are ordered before the deposit is paid, and the customer changes their mind.

  In Kompot.ai

  The fence contract goes out from a template with the footage and style merged in. The deposit is its own invoice with a payment link, separate from the balance. When it is paid, move the deal to your deposit-paid stage, and a workflow creates the task to order materials.

What you keep on record

Footage and layout

Linear feet of each run, fence height, slope and corner count as custom fields, with the yard sketch as a file.

Gate details

Width, hinge side, swing direction, latch and any opener for each gate, on the customer's record.

Property line paperwork

Survey or plot plan, HOA approval and utility locate confirmation stored as files on the job.

Fence styles and prices

Price list lines per linear foot for wood, vinyl, chain link and aluminum, plus posts, gates and tear-out.

Questions owners ask

Can I quote the same fence in wood, vinyl and chain link?

Yes. Keep each style in the price list with a price per linear foot and build a separate estimate for each from the measured footage. You see which estimates the homeowner viewed, and the approved one converts into an invoice.

Where do I keep the yard sketch and gate details?

Footage, height and gate details go in custom fields on the customer. The sketch, plot plan and site photos are files on the job, so the install crew opens one record and sees the whole layout.

Can the homeowner sign the contract and pay the deposit online?

Yes. The fence contract is sent from a template by email, link or QR code and signed electronically. The deposit goes out as its own invoice with a public payment link and is paid by card; the balance is a second invoice after the install.

Can one system handle both new installs and small fence repairs?

Yes. Give jobs their own types — site measure, install, repair — and their own stages. A storm repair is a single job with photos and an invoice; a full install runs as a project with the measure, the material order and the install.