Two pieces of paperwork stand between every signed fence contract and the first auger hole: the permit and the utility locate. Both are boring; both, mishandled, produce the most expensive days in fencing. Here's the workflow we run on every job, plus the contract language that keeps the gray areas out of your wallet.

Permits: assume yes until the code says no. Fence permit rules are hyper-local — one village wants a permit and a site sketch for any fence, the neighboring township doesn't care below six feet. The workflow: keep a one-page cheat sheet per municipality you serve (permit required? fee? height limits by yard? corner-lot vision triangles? good-side-out rule? HOA layer on top?) — building it takes one winter afternoon of reading municipal codes and saves a phone-call scramble per job forever. Pull the permit as the contractor where the muni allows it, and price the fee plus your half-hour into the quote as a line item — homeowners respect "Permit & filing: $75" far more than discovering it mid-job. The fence built without a required permit doesn't just risk a fine; it risks the only truly catastrophic outcome in this trade: tear it out and move it.

Utility locates: the law, and the workflow. Calling 811 (or filing online) before digging is the law everywhere in the U.S.; in Wisconsin that's Diggers Hotline with a 3 business day notice requirement. The contractor doing the digging files the ticket — never rely on the homeowner's "I think I know where everything is." The workflow that prevents lost days: file the ticket at contract signing (not the night before install), calendar the ticket's valid window, and photograph the marks when they appear — paint fades, flags get mowed, and your photo timestamp is your evidence. Job-dispatch rule: no confirmed locate, no crew rolls. A crew standing in an unmarked yard is the most expensive coffee break you'll ever buy.

The trap inside the system — private lines. 811 marks public utilities to the meter. It does not mark: the gas line to the detached garage, the power to the shed, irrigation, landscape lighting, the invisible dog fence, the line to the pool heater. Those are the lines fence augers actually find. So the workflow adds a mandatory homeowner question at quote/confirmation — "anything running underground we should know about: sprinklers, dog fence, power or gas to outbuildings?" — and notes the answer on the work order. For high-suspicion yards, a private locate service is cheap insurance on a big job.

The contract language that earns its keep (have your attorney adapt, not copy): customer warrants disclosure of known private underground installations; contractor is responsible for damage to properly marked public utilities, customer responsible for unmarked/unknown private lines; rock, roots, and concealed obstructions handled at time-and-materials with notification. Read those three lines to the customer at signing — thirty seconds that converts your contract from gotcha-paper into shared understanding.

Why this lives in our job software, not our memory: locate filed, marks photographed, permit attached, homeowner's private-line answer recorded — as checklist stages on every job. Augers don't forgive "I thought you called it in."

Job stages with locate and permit checkpoints built in: See the Fenceworks job workflow →

Know before you quote