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Free CRM for fence contractors

Fence contracting CRM that follows up on every lead

Fence quotes sit for weeks. Follow up before the neighbor does.

Fence contracting CRM for a fence contracting company holds quotes, follow-up and missed-call text back. Fence contractors use it for the jobs that already fill the week. Homeowners ask the desk who installs fences. A good relationship with the counter staff sends steady calls. The CRM is free to start. Text-back comes with Ascended, $449 a month.

Updated

A fence sale has a lot of waiting: the measure, the HOA, the deposit, the materials. Puffly keeps every waiting job in view so nobody falls through.

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Where fence contracting company leads come from

  • Lumberyard and hardware store counters

    Homeowners ask the desk who installs fences. A good relationship with the counter staff sends steady calls.

  • New homeowners with a dog or a pool

    They just closed and want privacy or a safe yard right away. Realtors and closing paperwork often point them to you.

  • Neighbors of a finished install

    A fresh fence on a street draws questions from everyone around it. That's the cheapest lead you'll get.

  • Storm and car damage

    A blown-down section or a driver through the back fence. These are often insurance-linked repairs that need a fast quote.

What slow follow up costs a fence contracting company

Fences take a long time to buy. Homeowners get three quotes, wait on an HOA, and think about wood versus vinyl. If you go quiet during that stretch, the installer who checked in is the one who gets the deposit.

Fence contracting CRM features: quotes, follow-up and missed-call text back

Puffly's pipeline is yours to name. Here is one way a fence contracting company could lay it out.

  1. Inquiry inMaterial, height, and roughly how many feet, plus whether there's a gate.
  2. Measured on siteYou've walked the line, checked the property survey and marked the gate spots.
  3. Quote outA written price by linear foot, with gates and removal of the old fence broken out.
  4. Deposit and approvalsThey've put down a deposit and you're waiting on permit or HOA sign-off.
  5. Install scheduledMaterials are ordered and the crew has a set day, with locates called in.

Follow up moments worth a reminder

  • Quote out, homeowner waiting on the HOA to approve the style

    "Hi Kelly, it's Dave with the fence crew. Any word from the HOA yet? If they need a drawing or a sample photo, I can send one today."

  • Deposit taken, but the vinyl panels are backordered

    "Hi Mark, quick update. The panels are running a couple weeks behind. I'll text you the moment they arrive and lock in your install date. Thanks for hanging in with me."

  • Neighbor of a job you just finished asked what a fence would cost

    "Hi Angela, thanks for stopping by while we were on Maple Court. I can measure your backyard this week and get you a written price. What day works?"

Puff, your AI teammate, drafts these messages and lines up who to call next. You approve or edit each draft, even from a phone notification, and you get 10 seconds to cancel before it sends.

The shape of the year

Spring and early summer are usually the rush, with another push in fall before the ground freezes in cold areas. Because a fence sale takes weeks, use winter to quote early for spring installs.

Missed calls and after-hours calls

Fence contracting work misses calls because the person who would answer is already with a customer. Homeowners ask the desk who installs fences. A good relationship with the. The next caller rarely leaves a voicemail they trust. They phone another fence contracting company and book whoever picks up.

Missed-call text back covers that gap. The call still rings your phone first. If you do not pick up, the caller gets one text in your words, with your business name and a reply STOP line, and the missed call is saved as a lead. Consent and quiet hours still apply. If no text goes out, the call says why. It comes with the Ascended plan at $449 a month.

Spring and early summer are usually the rush, with another push in fall before. That is when an unanswered phone costs the most jobs. An AI receptionist can pick up, take the details and book a time when you allow it. Each call ends as Booked, Message, Transferred or Failed. Text back is the written reply. Many fence contractors use both.

Fence contracting lead follow-up, step by step

Fence contracting lead follow-up is a short sequence, not a pile of reminders. Work the deal in this order, and write the date on it before you leave.

  1. Inquiry inCapture it the day it arrives. Material, height, and roughly how many feet, plus whether there's a gate. A fence contracting lead that stays in a private text is the one that goes cold by Thursday.
  2. Measured on siteSend the number with the day you will check back. You've walked the line, checked the property survey and marked the gate spots. Put that check on the fence contracting deal so it does not depend on memory.
  3. Quote outWhen they say yes, book the date and write what you promised. A written price by linear foot, with gates and removal of the old fence. The customer should see the same facts you do.
  4. Deposit and approvalsDo the work, then say what happens next in one message. They've put down a deposit and you're waiting on permit or HOA sign-off. A short update prevents the call that asks if you forgot them.
  5. Install scheduledAfter the job, ask for the review or the next visit while it is fresh. Materials are ordered and the crew has a set day, with locates called in. Then close the loop on the record.

If a fence contracting company step sits still, Puff can draft the next message and send it to your phone to approve or edit. Nothing Puff drafts goes out until you say so. The list itself is free to start.

Jobs, seasons and objections for a fence contracting company

Treat each source as its own next step. A fence contracting week usually mixes Lumberyard and hardware store counters, New homeowners with a dog or a pool, Neighbors of a finished install, Storm and car damage. Write the source on the deal when you create it, along with the customer's words, so Monday's list shows a new ask apart from a repeat customer. Homeowners ask the desk who installs fences. A good relationship with the counter staff sends steady calls. They just closed and want privacy or a safe yard right away. Realtors and closing paperwork often point. The point of the list is that those two do not get the same follow-up.

The deals that stall sound ordinary. Quote out, homeowner waiting on the HOA to approve the style A useful reply names the job: "Hi Kelly, it's Dave with the fence crew. Any word from the HOA yet? If they need a. Deposit taken, but the vinyl panels are backordered "Hi Mark, quick update. The panels are running a couple weeks behind. I'll text you the. Save those as tasks on the record. A busy afternoon should not be what erases them.

Fence contracting CRM FAQ

My sales cycle is weeks long. Can Puffly handle that?

Yes. A deal stays in the pipeline as long as you need, and you can set tasks like an HOA check-in date so it doesn't go stale.

Can homeowners request a fence quote online?

You can share or embed a branded lead form on your site or social page, and each request becomes a lead in your pipeline.

Does it cost anything?

The CRM is free. Puff Voice, the AI receptionist, is the only paid add-on.

Guides

Start with the free CRM.

Leads, contacts, deals, tasks and your own branded lead form cost nothing. No card to start. Bring your leads in from a Google Sheet or add them by hand.

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