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PRODUCT · BUSINESS HEALTH

Know if the month is won
before the month is over.

Reports, Budget & Cash, and a Sales Team scoreboard — computed live off the jobs already in Fence Works. Win rate, marketing ROI, why you lose, a Goal Planner that tracks plan vs. actual from real jobs, a 13, 26 or 52-week cash forecast with a floor line, and a Pricing Coach that tells you when to raise prices. No spreadsheets.

52wk
Cash forecast ahead
12mo
Workload stress outlook
app.fenceworks.ai/business-health
38%
Win rate
$186k
Won this quarter
$92k
Open pipeline
Financial stress · months ahead
August$71k on the calendar · above break-even HEALTHY
September$48k on calendar · $142k won, not scheduled WATCH
October$22k on the calendar · book work now STRESSED
Pricing Coach: “62% of lost deals just went dark — that’s a follow-up problem, not a pricing problem.”
How it works

From gut feel to real numbers.

Step 01

It reads your real jobs

Every quote, work order, and payment you already track becomes the dataset. Nothing to import, nothing to reconcile — the numbers are live.

Step 02

It shows you the truth

Win rate, average job size, booked backlog, why you lose, and which lead sources pay for themselves — plus a month-by-month stress table: healthy, watch, stressed, or critical.

Step 03

It tells you what to do

The Pricing Coach turns data into calls: "Close rate 78% — test raising prices." "62% of lost deals went dark — that's follow-up, not pricing." Apply the suggested labor-rate fix in one click.

What it means for your business

4 ways it puts money in your pocket.

See the slow month coming

The stress table compares what's on the calendar against your break-even for the months ahead — healthy, watch, stressed, critical. You book work for October in August, not in October.

NO SURPRISE MONTHS

A cash floor with an alarm on it

The cash forecast runs 13, 26 or 52 weeks: deposits and scheduled jobs in; bills, payroll, debt, materials and labor out, week by week against your floor. It shows your runway and the first week you drop below it — in Base, Conservative and Upside — before the bank account feels it.

CATCH THE CRUNCH EARLY

A scoreboard your reps can feel

Rep rankings with close rates, pipeline, revenue, and commissions — printable commission statements included — plus a shop-TV mode with the monthly leaderboard. Sales guys run harder when the score is on the wall.

HEALTHY COMPETITION

Marketing spend that answers for itself

Type what you spend per lead source and get cost-per-job and return per channel — referrals, Google, your website widget, yard signs. Cut what doesn't pay. Double what does.

KNOW YOUR WINNERS
Straight from the app

Numbers straight off your jobs

Every stat computes live from quotes & work orders
Backlog, jobs in flight and unpaid completions at a glance
No spreadsheet exports — it's already your data
Open it in Fence Works →
Work OrdersLive job pipeline 6 active
6
Work orders
2
In progress
$58k
Scheduled
Sean LeBlanc — 280 South Terra Dr6 ft Cedar · Crew A SCHEDULED
M. Whitfield — 1124 Tioga St6×8 Vinyl · materials staged IN PROGRESS
R. Okafor — 10240 Sonora DrAluminum · photos logged DONE
Built for how you work

However you run your shop.

SOLO CONTRACTOR

A bookkeeper's brain, no bookkeeper

You already know how to build fence. This tells you if the price is right, which months look thin, and when cash gets tight — in plain English.

MULTI-CREW OWNER

Run the company by the numbers

Backlog, jobs in flight, unpaid completions, rep performance, commission payouts — the whole operation on one screen, with a TV mode for the shop wall.

HIGH-VOLUME / ONLINE

Tune the machine

At volume, a three-point close-rate move or one channel with 4× return is real money. The reports find both, every month.

Questions

About business health.

No. Everything computes live from the quotes, work orders, and payments already in Fence Works. If you want bills in the cash forecast, upload them from CSV or bring in your QuickBooks bank balance and open bills. When tax time comes, there's a date-ranged accountant export — invoices and payments as clean CSVs.

Straight-talking guidance computed from your own numbers. Win rate unusually high? It suggests testing a 5–10% price raise. Losing mostly to silence? It flags follow-up speed, not pricing. Estimated hours drifting from actuals? It proposes the labor-rate fix — one click to apply.

A rotating, big-type dashboard for the shop TV: today's installs with crew colors, the month's sales leaderboard, and pipeline-and-money tiles. It cycles on its own and needs zero setup.

Works with

Where it plugs in.

Work Orders & Scheduling

Quote → crew-ready in one click. Turn an approved quote into a crew-ready work order in one click. Schedule crews around material ETAs and give every customer a live progress hub.

Reviews & Referrals

Reviews, referrals & follow-ups. Mark a job complete and the review request, the $100 referral offer and the quote follow-ups send themselves. Your best marketing runs off work you already did.

Integrations

QuickBooks, Stripe & Calendar. Connect QuickBooks Online, Stripe and Google Calendar in one click each, and import supplier price sheets from CSV. Enter a job once — no double entry.

Stop losing jobs to slow quotes.

Quote from the map, answer every call, get paid before the first post goes in. Free to start — no credit card, no setup fee.

Founder pricing — 50% off forever, locked in for life. Only 19 founder seats left.