Requirements checklist
What to ask for when choosing software for fencing contractors.
A checklist built from how fencing contractors work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Site visits and measured runs
- Quotations by run and gate
- Material orders and stock
- Installation jobs and crew schedule
- Invoices, deposits and receipts
- Repairs and warranty record
Roles that need their own access
Who logs in, and what each person may see or change.
- For owners
- For estimators
- For the office
- For crew leaders
- For yard staff
Reports to ask for
Ask to see each one with your own sample data.
- Quotations still open, accepted and lost
- Fence jobs by crew and status
- Material issued against each job
- Yard stock below reorder level
- Invoices raised and amounts received
- Dues by client, oldest first
- Fence types ranked by repair calls
Systems it may need to connect to
Note which ones you already run.
- SMS
- WhatsApp or other messaging
- Online payment gateway
- Accounting software export
Questions for any vendor
Put these to every supplier you are comparing.
- Can one job hold several fence types and gates?
- Will quotations use the prices we already charge?
- Does it track the stock in our yard?
- Can a crew leader work from a phone on site?
- Can boundary and utility notes sit on the job?
- How are repair calls handled?
- Can it export invoices to our accounting software?
- Can we bring in our current jobs and what clients still owe?
- What does it cost?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Runs are measured once and retyped many times
- Material is ordered by the pallet without a check
- Boundary and utility notes are not with the job
- Short jobs hide labour cost
- A leaning post has no history
Prefer to talk it through? See the fencing contractors page.