Transform your fencing business from scattered paperwork to professional operations with our comprehensive CRM solution designed specifically for fencing contractors. Manage job estimates, invoices, materials, inventory, and profitability all in one powerful dashboard that grows with your business.
Ensure every estimate accounts for all necessary costs, with the proper amount of margin / profit. Even better, generate an estimate for the customer in less than 10 minutes.
Track every job from Estimate to Job Scheduled to Job Complete to Invoice Paid. Use a visual calendar to help with job scheduling, and ensuring you're generating the right amount of revenue each month.
Build detailed Material Lists to be selected within each job, and track and manage inventory for all of your materials.
Capture all key business operating costs from electricity to salaries on one centralized tab. The dashboard automatically distributes these costs across all jobs based on your expected or actual annual job count for accurate pricing and profitability analysis.
Determine optimal labor rates with precision using detailed crew speed tracking for installation and removal by fence type. Calculate appropriate labor costs for each job based on actual performance data and crew efficiency metrics.
Access separate, detailed material lists for Wood, Vinyl, Chain Link, and Aluminum fencing with easy dropdown selection within job tabs. Pre-populated material lists help you quickly price new fencing jobs with professional accuracy.
Monitor inventory levels for each material by fence type with simple tracking for material received and used. Automated calculations maintain accurate inventory levels for optimal material management and job planning.
Generate professional material pull sheets for each job that crews can use to track materials pulled and used. Streamline job site operations and maintain accurate inventory records with crew-friendly documentation.
Professional Fencing Detail tables automatically calculate material requirements based on customer specifications. Input fencing criteria and let the system determine exactly how much material you need for job completion.
Manage job progression through Estimate, Scheduled, Invoiced, and Complete statuses. Jobs automatically populate in your Job Calendar once they move past the estimate phase for comprehensive project management.
Professional, printable customer invoice sheets with smart features that automatically update based on job status changes from estimate to invoice. Optimized for quick sharing with customers and professional presentation.
Set profit margins and material margins across all jobs with single input flexibility. View both break-even pricing that covers all costs and pricing with profit goals for informed business decisions.
Monitor your fencing business performance with comprehensive revenue and profit tracking across customizable 12-month periods. Record actual job revenue and delivery dates in each job tab to automatically feed your Revenue vs Profit analytics dashboard.
Dashboard Analytics Features:
Navigate effortlessly with our signature home tab featuring pre-linked shortcut buttons and customizable navigation panel. Includes comprehensive tool flow chart for easy system understanding and workflow optimization.
Navigate complex functionality with built-in guide notes throughout the dashboard and special formatting that highlights missing information for efficient workflow management.
Stop losing money on miscalculated estimates and disorganized project management. Our comprehensive CRM eliminates guesswork from job pricing, provides professional customer documentation, and delivers the insights needed to grow your fencing business profitably. Level up your operations and embrace professional fencing business management today.
In the competitive world of fence contracting, pricing strategy can make or break a business. Many contractors fall into the dangerous trap of underpricing their services, believing it will win them more jobs and build their customer base. However, this approach often leads to significant long-term problems that can threaten the very survival of the business.
SpreadWiseCo LLC