One workflow, every job, start to signature
Fencerly Estimate walks a contractor, salesperson or estimator through the same steps every time — so quotes are consistent whether it's your best closer or a brand-new hire.
Select or add a customer
Search an existing customer or lead, or add a new one in two fields. Nothing long to scroll through, nothing extra to type.
- Duplicate detection on phone, email and address
- Leads convert to customers without retyping anything
- Customer and lead records are shared platform-wide
Shared customer records across the Fencerly Platform.
Confirm the property address
The customer's primary property fills in automatically. Choose another saved property or add a new one, and the estimate title writes itself.
- Verified addresses with structured city, state, ZIP and county
- Tap the address to open Maps and get directions
- Warns you if the property already exists on the account
Customer
Search customers or leadsProperty
1600 Amphitheatre Pkwy
Mountain View, CA 94043 · primary
Title
Mitchell — Backyard Privacy Fence
Draw or enter the fence layout
Trace the runs on the property map, or type in the measurements you already have. Linear footage, run count and the material scope calculate as you go, and the layout autosaves.
- Snap, straighten and edit individual runs
- Place gates with width and swing
- Repricing starts the moment you stop editing
Choose the fence material, style and options
Refine by material, style, height and color, then swipe the carousel with the customer. Every card shows a real project total for this exact layout.
- Tap Select — it reprices and saves instantly
- Set height, color, gates and upgrades below the carousel
- Incompatible options are removed with a clear notice
6' Cedar Shadowbox Cap & Trim
Board-on-board privacy with finished cap and trim.
Review and adjust the selling price
Confirm measurements, gates and upgrades. Authorized users adjust the selling price by final price, per unit, dollars or percentage — every change is audit-logged.
- Salespeople see the final price, not the controls
- Photos attach to the estimate and the proposal
- Nothing seals until you mark the estimate ready
Gates
Upgrades
Adjust by final price, per unit, $ or %.
Preview and send the branded proposal
One action seals the estimate, renders the branded PDF and delivers a secure proposal link by email or text — under your logo, colors and terms.
- Preview exactly what the customer will see
- Hashed, expiring links with a 90-day ceiling
- Sealed estimates are stored as immutable versions
Mitchell — Backyard Privacy Fence
312 linear ft · 6' Cedar Shadowbox · 2 gates
Customer views and approves
The customer opens the proposal on their phone, reviews the scope and the price, then approves and e-signs. The approval lands on your dashboard instantly.
- No login required for the customer
- Downloadable PDF copy for their records
- Approval status tracked on every estimate
Proposal · page 1 of 2
Mitchell — Backyard Fence
The customer record keeps the history
Every estimate, property and proposal stays on the customer profile, so the next job starts from what you already know.
- Estimate history with status and totals
- Quick actions: call, text, email, open in Maps
- Records shared across the Fencerly Platform
Sarah Mitchell
Customer since July 2026 · 2 estimates
Properties
1600 Amphitheatre Pkwy
(662) 555-1234
Run your next quote this way
Start a free trial and build a real estimate on a real property in about ten minutes.