Full Workflows
End-to-end operating guides that show how several Fencify areas work together for real fencing jobs.
Full Workflow: Accept a quote and create the project delivery record
Follow the full Fencify workflow for turning an accepted quote into a live project, including proposal acceptance, manual acceptance, deposit handling, project conversion, linked records and first delivery checks.
Full Workflow: Capture, qualify and quote a new enquiry
Learn the full Fencify workflow for handling a new fencing enquiry from manual or public intake through lead qualification, calendar scheduling, survey capture, duplicate checking, and the first draft quote.
Full Workflow: Set up a won project for delivery
Learn how to set up a newly won fencing project in Fencify by checking the converted project, confirming install dates, preparing milestones, organising site documents, reviewing payment stages, setting up procurement and getting the job ready for delivery.
Full Workflow: Manage project documents, SWMS, BYDA/DBYD, job sheets and handover
Learn how to manage project files, BYDA plans, SWMS, document templates, generated project PDFs, installer job sheets, public portal records and handover sign-off in Fencify.
Full Workflow: Run a site visit and complete survey details properly
Learn the full Fencify workflow for preparing a site visit, scheduling it, recording survey details, cleaning up the lead record, checking duplicates and moving into Quote Builder with pricing-ready information.
Full Workflow: Build and price a fencing quote accurately
Learn how to build and price a fencing quote in Fencify using lead survey details, fence models, components, suppliers, gates, manual items, labour rates, GST review, quote snapshots and revision history.
Full Workflow: Manage project variations from request to payment
Learn how to manage project variations in Fencify by recording the change, getting approval, updating the project value, linking the variation to an invoice, handling pending or confirmed payments, and keeping the project audit trail clean.
Full Workflow: Use the Visual Builder to create a quote
Learn how to use the Fencify Visual Builder for a real fencing quote, from preparing the lead and drawing runs through to saving the plan, syncing it into Quote Builder, checking materials, gates, measurements and totals, and getting the quote ready for proposal.
Full Workflow: Send a proposal, follow up and handle customer responses
Learn how to review a customer-facing proposal, send it with the right template and sender identity, manage follow-ups, track proposal status and respond properly when a customer views, accepts or declines a fencing quote.
Full Workflow: Create purchase orders and receive project materials
Learn how to turn quoted fencing materials into supplier purchase orders, track supplier acceptance and ETA dates, receive delivered items, manage backorders and keep project material costs accurate inside Fencify.
Full Workflow: Manage quote revisions, neighbour details and Notice to Fence documents
Learn how to handle quote changes on the same fencing job, preserve revision and snapshot history, update neighbour details, prepare Notice to Fence documents and decide when the quote should be resent or handed forward.
Full Workflow: Track job costs, material actuals and project profitability
Learn how to manage job costing in Fencify by setting an estimated project baseline, recording labour and material actuals, reviewing project expenses, using purchase order receipts, and checking dashboard and project profitability signals.
Full Workflow: Issue progress claims, send invoices and record payments
Learn how to run Fencify's core project finance flow by checking the payment schedule, issuing progress claims, managing invoices, sending billing emails, recording payments, handling pending portal lodgements and keeping invoice and project statuses aligned.
Full Workflow: Sync invoices with Xero or QuickBooks and handle failures
Learn the full Fencify workflow for syncing invoices with Xero or QuickBooks, reviewing queue states, checking mapping and health summaries, handling failures safely, and knowing when to retry or stop for review.
Full Workflow: Manage customer communications and email templates
Learn the full Fencify workflow for setting up customer email templates, choosing the right message at quote, project and invoicing stages, using placeholders well, and keeping communication records consistent across the job lifecycle.
Full Workflow: Use the Dashboard and Calendar to run weekly operations
Learn how to use the Fencify Dashboard, Calendar, Leads, Quotes and Projects areas together for weekly planning, sales follow-up, install scheduling, delivery review and finance visibility.
Full Workflow: Import existing business data into Fencify
Learn how to use the Fencify Import Wizard as a controlled workflow for moving existing CSV data into suppliers, inventory, leads, projects, schedule dates, quotes, invoices, payments and expenses.
Full Workflow: Set up teams, permissions and financial visibility safely
Learn how to set up Fencify teams, invite members, complete staff or subcontractor records, assign operational access, and control financial visibility across quotes, invoicing, labour rates and integrations.