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.
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.
Every quote, work order, and payment you already track becomes the dataset. Nothing to import, nothing to reconcile — the numbers are live.
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.
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.
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 MONTHSThe 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 EARLYRep 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 COMPETITIONType 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 WINNERSYou 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.
Backlog, jobs in flight, unpaid completions, rep performance, commission payouts — the whole operation on one screen, with a TV mode for the shop wall.
At volume, a three-point close-rate move or one channel with 4× return is real money. The reports find both, every month.
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.
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 & 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.
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.
Quote from the map, answer every call, get paid before the first post goes in. Free to start — no credit card, no setup fee.