Fencing & Gates
Workflow templates for fencing contractors, covering fencing quotes, fence site measures, boundary and fence line confirmation, and installation quality checklists. Automatic gate quotes, gate commissioning and safety checks, fence repair and storm damage requests, and pool barrier defect rectification are included too.
Benefits
- Confirm the fence line with the customer before you dig
- Record installation quality checks with photos
- Take storm damage and repair requests through a public form
Common Use Cases
Fencing & Gates Templates(9)
Pool barrier defect rectification Workflow
Captures pool fence safety defects from an inspection, notifies the customer if the pool is unsafe, quotes and gets approval for rectification work, coordinates the installer's repair and re-test, and keeps the customer informed until the barrier is confirmed rectified.
Fence repair / storm damage request Workflow
Manages fence repair and storm damage requests from intake through booking, on-site repair, and completion, with urgency-based scheduling, crew reporting, and customer notifications at each stage.
Automatic gate installation quote Workflow
End-to-end workflow for a gates and automation business: intake request, site inspection, quote preparation and delivery, customer acceptance/decline, job scheduling, installation completion, and post-job feedback collection.
Fence site measure and quote Workflow
Captures an estimator's site measure for a fence job, calculates a quote, routes it through manager review (with a revision loop back to the estimator), then sends the quote to the customer for acceptance and books the job once accepted.
Automatic gate safety device test Workflow
Captures a technician's gate safety test, records Pass/Fail, notifies the client, and manages repair/retest cycles for failed tests until the gate passes or the retry limit is reached.
Fence installation quality checklist Workflow
Captures a fence installation inspection, notifies the customer, and routes failed inspections through a fencing crew rectification and re-inspection loop before final sign-off.
Boundary / fence line confirmation checklist Workflow
Collects a boundary fence line checklist from the fencer, checks whether survey evidence exists, and if so routes the customer to arrange a survey; otherwise sends the neighbour a confirmation form for the proposed fence line, cost share and specification, and progresses the record to Line Confirmed or Not Agreed based on their response.
Garage door / gate commissioning Workflow
Captures commissioning test results for garage doors and automatic gates, routes failures to a rectification loop (up to 2 retries), then hands over to the customer, emails a handover summary, and follows up with a feedback request two days later.
Fencing quote request Workflow
Manages a fencing quote request from initial submission through site inspection, quoting, customer acceptance, job scheduling, completion, and post-job feedback collection.
Frequently Asked Questions
What Fencing & Gates workflow templates are included?
Fencing & Gates includes templates for fencing quote requests, fence site measures and quotes, boundary and fence line confirmation, fence installation quality checklists, automatic gate installation quotes, gate commissioning and safety checks, fence repair and storm damage requests, and pool barrier defect rectification.
Who are the Fencing & Gates templates for?
They're designed for residential and commercial fencing contractors and gate installers. Customers request measures and repairs through a public form, and your team records boundary checks, installation checks and photos on their tasks.
Can I change a fencing template to suit my business?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, add a neighbour contribution field or a colour selection — or edit the steps in the workflow editor. Earlier versions are kept.