46 features. One fence business workspace.

The estimate is just
the beginning.

From customer records and material takeoffs to signed proposals, crew coordination, job paperwork, and profit reporting. Explore the full FenceEstimatePro feature list and what it does for your day.

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14-day free trial · No credit card required · Feature availability varies by plan

01 / ESTIMATING & TAKEOFFS

Quote the whole job. Protect the margin.

Turn your measurements into a material plan and a price you can explain, with the site conditions and extra work accounted for.

Estimating on every plan · AI-assisted input where available

Run-based fence estimating

Build wood, vinyl, chain-link, and aluminum/ornamental estimates from individual runs, corners, and gates.

Material and labor takeoffs

Calculate posts, panels or pickets, hardware, concrete, and labor from the fence layout. Review and adjust the quantities.

Visual layouts and saved estimates

Sketch the fence, use quick-start templates, and save or reopen the takeoff when the scope changes.

AI-assisted input

Where available, extract a draft from descriptions, images, or marked survey PDFs. Review measurements and assumptions before using them.

Site conditions and job extras

Allow for slope, soil, removal, equipment, delivery, overhead, waste, permits, inspections, engineering, and survey costs.

Margin and pricing review

Set target margins, inspect cost and selling-price breakdowns, and review missing or stale material prices before sending.

Your estimating defaults

Configure fence settings, crew productivity, regional defaults, labor factors, and costs around how your company works.

02 / CUSTOMER MANAGEMENT

Remember the customer. Keep the details.

Keep contact information, property details, notes, estimates, and job history together so the next conversation starts with context.

Customer records on every plan · job history with job access

Customer and property records

Store contact details, job addresses, and customer notes in a searchable directory.

Connected customer history

Find a customer's estimates and, with job access, their jobs from the same record.

CSV customer import

Bring in your existing customer list in bulk, with duplicate skipping to reduce cleanup.

Quick customer creation

Add a customer while preparing an estimate so you can keep moving through the quote.

03 / PROPOSALS & PAYMENT TRACKING

Make saying yes feel professional.

Give the customer a clear scope, price, and signing experience. Keep acceptance, payment terms, and deposit records connected to the work.

Basic approval on every plan · branding and job invoices on Pro+

Shareable quotes and PDFs

Send a customer-facing quote link by email and download a professional proposal PDF.

Digital customer signatures

Let customers review and sign from their device without creating an account, with acceptance confirmation and a signed contract PDF.

Company branding and terms

Reuse your company information and legal/payment terms. Pro and Business add custom PDF branding.

Deposits and progress schedules

Show deposit and optional progress-payment terms on the quote, then manually record a collected deposit. Payment processing is handled separately.

Tax settings and quote controls

Set the tax rate and taxable basis, duplicate an estimate, and manage quote expiration or signing-link status.

Final invoices

Mark the job paid to complete it and generate its final invoice, including approved change orders. Email or download the PDF for your records.

04 / JOBS & CREW COORDINATION

Send the crew out with the full picture.

Carry the approved scope into installation with an organized job board, foreman assignments, and material and installation checklists.

Pro and Business

Estimate-to-job workflow

Carry an accepted estimate through deposit recording into a job without rebuilding the scope from scratch.

Job board and scheduled dates

Track scheduled, active, and completed work. Find jobs by customer, fence type, or assigned foreman.

Foreman assignment and access

Assign the foreman and give the field team access to the job information they need in a mobile browser.

Material verification

Check off job materials before work begins and keep approved changes reflected in the material plan.

Installation checklists

Work through pre-start, installation, and closeout tasks with the original estimate and job activity at hand.

Signed change orders

Price extra materials and labor, route a change for approval and customer signature, and carry approved changes into job totals and invoices.

05 / DOCUMENTS & HOA PACKETS

Finish the paperwork without starting over.

Build job documents from the information you already entered, with a consistent record of the scope and customer approvals.

Job documents on Pro+ · signed-document history on Business

Service agreements and scope of work

Generate prefilled contract and scope-of-work PDFs using the company, customer, and job details.

Conditional and final lien waivers

Prepare waiver documents with the relevant amount and date inputs for your review.

Warranty certificates

Create a warranty document from the job record instead of copying details into a separate template.

Change-order documentation

Keep the revised scope, price, customer signature, and signed change-order PDF connected to the job.

HOA submission packets

On supported saved advanced estimates, assemble a packet with a visual plan sheet and your uploaded insurance certificate.

Signed-document history

Business includes durable signed-document history and e-signature audit records for retrieving past approvals.

06 / PROFITABILITY & LEARNING

Know what the job actually earned.

Compare the plan with what happened in the field. See margin erosion and use completed jobs to improve your next estimate.

Owner profit dashboard on Pro+ · advanced reporting on Business

Owner profit dashboard

Review quoted, accepted, active, and completed revenue alongside estimated and actual gross profit.

Margin and change-order visibility

Spot below-target jobs, margin erosion, and the effect of approved changes on job profitability.

Business performance reporting

Business adds quote volume, close rate, average deal size, days to close, period comparisons, and performance diagnostics.

Job closeout actuals

Record material costs, labor hours, waste, added expenses, field conditions, and notes from the completed job.

Estimate-versus-actual analysis

Compare outcomes by fence type, difficulty, and job size to identify where your assumptions drift.

Learning with an audit trail

Qualifying closeout data informs bounded labor and waste adjustments, with change history and owner revert controls.

07 / MATERIALS & PURCHASING

Keep your costs as current as your quotes.

Maintain your own catalog, review supplier price changes, and give purchasing a material list built from the job.

Material catalog on every plan · exports from supported estimates

Editable material catalog

Manage supplier, SKU, unit, cost, and price fields so estimates use your business's material data.

Supplier CSV price imports

Upload a supplier price file, match products, and review changes before applying catalog updates.

Pricing freshness and coverage

Review where prices came from and see stale-price or missing-price warnings before relying on the numbers.

Costed material workbook

Export an internal bill of materials to Excel for a closer look at quantities and job costs.

Supplier purchase-order workbook

Export the supported estimate's material requirements into a supplier-facing purchasing workbook.

08 / TEAM & BUSINESS SETTINGS

Your company. One shared workspace.

Give people the right access, keep your company settings consistent, and take your records with you when you need them.

1 Starter user · 3 Pro users · 10 Business users

Owner, sales, and foreman roles

On Pro and Business, invite sales and foreman teammates and manage role-based access within your plan's included user limit.

Company profile and settings

Keep company contact details, estimating defaults, and document information in one place.

Mobile browser access

Use the responsive app on your phone, tablet, or desktop, from the office or the job site. An internet connection is needed for live workflows.

Stale-quote reminder

Receive a contractor reminder when an eligible quote has been sitting for five days so you can decide how to follow up.

Account data export

Export your account workbook for your records and outside business workflows.

Company-scoped access

Role-based permissions and tenant-scoped data access keep your workspace available to authorized company users.

This directory describes supported product workflows. Some tools depend on your plan, saved estimate format, or configured services. Compare plan details or ask us about your workflow. For guided setup, visit the getting-started guide.