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Fence

The operating system built specifically for fence contractors — from the first lead to the final invoice.

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Everything a fence company needs

  • Lead capture & sales pipeline
  • Estimating & proposals
  • Job & production tracking
  • Crew scheduling & installations
  • Materials & vendor management
  • Equipment & rental tracking
  • Customer communication
  • Invoicing & payments
Example Workflow

From first lead to final payment

Here's an example of what a fence job looks like moving through Greenfield, start to finish — every step, automatically tracked.

  1. Step 1 · New Lead
    New

    Cedar Ridge HOA — 240ft Privacy Fence

    Submitted via website chat · 3 minutes ago

    Customer: Cedar Ridge HOA
    Property: Cedar Ridge, Lot 14-22
    Requested: Wood privacy fence, ~240 ft
    Source: Website AI intake chat
  2. Step 2 · Estimate
    Generated

    AI-Assisted Estimate Ready for Review

    Auto-generated from intake answers · QA-checked before sending

    AI drafting fence plan…Plan generated — ready for estimate
    Materials: Cedar, pressure-treated posts
    Linear feet: 240 ft
    Estimate total: $18,400
    QA status: Checked — no flags
  3. Step 3 · Proposal
    Sent

    Proposal Sent to Customer

    Delivered by email · e-signature link included

    Sent to: hoa-board@cedarridge.example
    Valid until: 30 days
    Payment terms: 50% deposit / 50% on completion
  4. Step 4 · Contract
    Signed

    Contract Signed & Deposit Collected

    E-signed same day · deposit processed automatically

    Signed: Same day
    Deposit: $9,200 collected
    Status: Job created automatically
  5. Step 5 · Materials
    Ordered

    Materials Ordered From Vendor

    Auto-generated purchase order from job specs

    Vendor: Metro Lumber & Fence Supply
    Lead time: 4 business days
    PO status: Confirmed
  6. Step 6 · Scheduling
    Scheduled

    Crew Scheduled for Installation

    Auto-assigned based on crew availability & materials ETA

    Crew: Crew 3 — Martinez
    Start date: Mon, next week
    Duration: 2 days
  7. Step 7 · Production
    In Progress

    Installation Underway

    Crew logging progress & photos from the field

    Progress: 180 of 240 ft installed
    Field photos: 12 uploaded
    Notes: On schedule
  8. Step 8 · Invoice
    Sent

    Final Invoice Sent

    Auto-generated on job completion, remaining balance only

    Job completed: On time
    Balance due: $9,200
    Payment link: Included
  9. Step 9 · Paid
    Paid

    Payment Received — Job Closed

    Paid online same day invoice was sent

    Total collected: $18,400
    Days lead → paid: 17 days
    Status: Job archived

Illustrative example for demonstration purposes — not a real customer or job.