Done-with-you setup

We will help you set up a simple system for quoting, tracking, and following up fencing jobs.

This is for fencing contractors who want the workflow installed around real quotes, rather than another app to configure alone.

Contact about setup

Who this is for

  • You quote fencing jobs regularly.
  • Customers sometimes go quiet.
  • Quotes live across WhatsApp, email, notes, or spreadsheets.
  • You want something focused, not a full job-management system.

What we set up

  • Quote templates and saved fencing items.
  • Customer records and open quote stages.
  • Follow-up reminders and message templates.
  • Quote-to-invoice handover and a weekly review routine.

What to bring

  • Examples of recent quotes.
  • Common fencing items and prices.
  • Your current follow-up process, even if it is messy.
  • Any spreadsheet, notes, or existing quote template.

Outcome

Leave with a working weekly quote routine.

By the end of setup, you should know what quotes are open, which need following up, what message to send, how to quote the next job, and how to review the pipeline each week.

Contact about setup