Sample desk · fictional jobs

Fencing CRM

A desk built for fence jobs.

When you set up, you get a website, this trade CRM, and AI drafts in one bill — not a separate tool for each. Names and jobs below are sample data.

LineRight Fence · sample business

See Fencing templates Choose a plan

Pipeline stagesNew lead → Measure → Quote → Scheduled → Building → Punch
Job-type tagsWood, vinyl, chain link, gate, repair
Linear feetFootage and height on the card
Neighbor line notesShared line and HOA flags before dig
Sample estimatesBuild and repair marked sample
Review askAfter a finished job — you press send
AI draftsYou review and press send — never auto-sent

New lead

1

Cody B.

Replace leaning side run

WoodRepair

Brookhaven · Measure request

Posts soft at grade · photo

Measure

1

Dawn K.

Chain link repair · shared line

Chain linkNeighbor line

Fieldstone · Measured Mon

Neighbor OK to work from their side

Quote

1

Maria Q.

Wood privacy · 6 ft · 140 lf

Wood

Sunnyvale · Quote approved · material ordered

$7,800 · sample

HOA style match · two gates

AI draft — sample

Hi Maria — 140 lf of 6 ft privacy with two gates is $7,800 sample. Posts go in Wednesday if the locate clears.

Scheduled

1

Phil E.

Vinyl gate + latch upgrade

VinylGate

Orchard · Thu 9:00–12:00

$520 · sample

Match existing vinyl panels

Building

1

Maria Q.

Wood privacy · day 2

Wood

Sunnyvale · Posts set · rails today

Locate cleared · neighbor line marked

Punch

1

Earl T.

Gate swing + latch adjust

GateRepair

Orchard · After build punch

Self-close hinge tweak

Static preview. Nothing here saves, dials, or emails. Stages match how fence jobs usually move.

Choose a plan See templates for this trade View a finished sample