Start Here
Orientation guides that help new Fencify users understand the full operating flow before they begin live work.
Start Here: How Fencify works from lead to handover
Understand how a fencing enquiry moves through Fencify from lead capture to site visit, quote, proposal acceptance, project delivery, invoicing, payments and handover.
Start Here: Set up Fencify before sending your first quote
Use this Start Here guide to set up Fencify properly before sending your first quote, including branding, GST, payment structure, suppliers, products, fence models, labour rates, email templates and optional accounting sync.
Start Here: Create your first lead and prepare it for quoting
Learn how to create your first lead in Fencify, keep the pipeline accurate, schedule the site visit, complete survey details, manage duplicates and hand the enquiry over to quoting with clean records.
Start Here: Build and send your first fencing quote
Learn how to create your first fencing quote in Fencify, build runs and gates, add manual items, review totals and GST, generate the proposal PDF and send the customer proposal with clean records.
Start Here: Accept a quote and convert it into a project
Learn how to handle accepted quotes in Fencify, including manual and public proposal acceptance, deposit handling, project conversion, linked records and the first checks to complete on the new project.
Start Here: Manage your first project from acceptance to handover
Learn how to run a first Fencify project after quote acceptance, including install dates, milestones, files, BYDA, SWMS, variations, purchase orders, receiving, payment stages, installer job sheets and handover.
Start Here: Understand invoices, progress claims, payments and accounting sync
Learn how Fencify handles payment schedules, progress claims, invoices, partial payments, overdue reminders and accounting sync so you can issue live job invoices with confidence.
Start Here: Invite team members and control access
Learn how to create teams, invite team members, complete staff or subcontractor details, set permissions, control financial visibility and roll out delegated access safely in Fencify.