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Fencing & decks

The CRM that knows a fence line from a deck.

Daybook runs a fence and deck company end to end: the quote is built from your own price list — fence by the foot, decks by the square foot, gates by the opening; a completion and handover sheet rides on every job type, and the job does not close without it; FLHA forms, clock-in and photos come from the crew’s phones. Then the invoice, with GST/HST by province.

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The job “Tom Raman — Commercial & farm fencing” in Daybook, and its brief: “Work starts Wednesday, October 7”, the access code pinned from the customer’s email, a short summary of where it stands, the key facts, what the customer asked for (each with the message it came from), suggested next moves and what is waiting on us.

The rules the trade lives under

Built around the paperwork a fence and deck contractor already answers to.

  • The handover, before the job is done

    A fence build or repair, a deck build or repair, a gate and opener, a pergola and privacy screen and commercial and farm fencing do not close without whether every gate swings clear and latches first time, whether the railings and stairs are solid with no movement at the posts, whether the site was cleaned and the post spoils, cut-offs and old material hauled, the stain and seal — done, booked, not in scope or not needed — the photographs after and the client’s sign-off.

  • The locates and the pins, before anyone digs

    The site visit and layout sheet records the material, whether utility locates were ordered, whether an auger or skid steer can get through the gate, the photographs of the line from each end and the deck spot, and the tech’s sign-off, with places for the fence length and height, the deck size, the gates and the site conditions — survey pins found or missing, rock or roots on the line, a shared line. It attaches itself to every new fence, deck, gate, pergola and commercial or farm run — not to the repairs.

  • Ontario’s rules for contracts signed at a client’s home

    A quote signed at an Ontario client’s home shows them their right to cancel for 10 days, and their copy is emailed with the last day to cancel.

  • Provincial OH&S hazard assessments (FLHA)

    FLHA forms in the crew app, on Crew and up: the hazards, the controls, the conditions and the crew on site, filled in on the phone at the start of the day and filed on the job the moment they land.

Daybook names these so you can see where it helps. It is not a compliance product: it does not survey a property line, request a locate or speak to a neighbour. The sheets record what was found on the line, what went in the ground and what was checked at the end, the hazard assessment is yours to fill in, and your province has the last word.

Three things that go wrong

The headaches every fence and deck company knows.

Pricing a fence line from the driveway

The run gets paced off from the driveway, the gates counted on the way back to the truck, the deck priced from a phone photo — and the number said on a Tuesday is the number you live with until the last picket is on.

In Daybook The site visit and layout sheet keeps the fence length and height, the deck size, the gates and the photographs of the line; the quote is built from your own labelled list — the fence by the linear foot, the deck by the square foot, gates by the opening, footings by the post — with the margin beside the price on every line.

A post off the string line

The panels go up and the line wanders — one post out of plumb, a hole that hit rock halfway down — and by the time anyone sees it the concrete has set.

In Daybook The posts and framing check is filled in before a board goes on: the date, the posts and footings set, whether every post is plumb and on the string line, and photographs of the holes, the posts and the ledger — with places for the concrete used, rock or roots hit, a change order flagged and the issues.

The gate that drags on Saturday

The fence is up and the crew is gone, and the client finds the rest on the weekend: a gate that drags, a railing with a wobble, the post spoils still behind the shed.

In Daybook The completion and handover is one sheet, done with the client: whether every gate swings clear and latches first time, whether the railings and stairs are solid, whether the site was cleaned, the stain and seal, the photographs after and their sign-off — and the job is not complete until it is answered.

The brief

Everyone talks at once. The job gets one brief.

A job is a week of emails, texts, notes and updates from the crew. Daybook files each one on the job it belongs to and writes the brief: the gate code, the deadline, what the customer asked for, what you owe them and what they owe you — rewritten whenever something new arrives.

The brief and the Assistant

Texting comes with the top plan of every rate card (Company, for a trade), from a verified toll-free number of your own.

A job’s brief in Daybook: the gate code pinned at the top, a one-line summary, a time-sensitive deadline, key facts, what the customer requested, a suggestion, the next step and its date, and what is waiting on the customer.
1The gate code, pinned
2The deadline
3What the customer asked for
4What we owe, and the next step
5What the customer owes

A real capture of a contractor’s job. Daybook wrote every line of this brief from the messages on the job; only the five teal labels are added. A camp gets the same brief on a booking, a property manager on a work order.

The customerThe customer, textingThe officeA crew memberA crew memberA crew member
  • Our furnace keeps shutting offThe customer, by email
  • Side-wall vent. Narrow doorThe crew, from the site
  • Your quote is attachedThe office, by email
  • 3 photosThe crew, from the site
  • Done before the 24th?The customer, by text
  • Gate code 4471. Mind the dogThe office, to the crew
  • Checklist doneThe crew, from the site
  • The brief’s access code on a phone: 4471, with the customer’s own words — “The side gate code is 4471 — please close it behind you, we have a dog.”

    The gate code, pinned. Said once in an email, and now at the top of the job for the crew.

  • The brief’s time-sensitive line on a phone: send the thermostat finishes to Priya so she can sign and pay the deposit, by Tuesday, October 13, with a Text client button.

    The deadline. What is time-sensitive, and by when.

  • What the customer requested, in the brief on a phone: the thermostat finishes, and confirming the old furnace is taken away, each from Priya Raman’s email.

    What the customer asked for. Each request, with the message it came from.

  • The next step, in the brief on a phone: send Priya the thermostat finish options and confirm the old furnace removal, with a Book visit button.

    What we owe, and the next step. One next step, and a button that starts it.

  • Waiting on the customer, in the brief on a phone: pick a thermostat finish, sign the quote and pay the deposit, with the risk under it.

    What the customer owes. So nobody chases the wrong person.

Real captures of a contractor’s job. Daybook wrote every line of this brief from the messages on the job. A camp gets the same brief on a booking, a property manager on a work order.

The fencing & decks toolkit.

On top of everything Daybook does for every one of its 44 trades — the full list is here — fencing and decks get their own tools: a labelled fencing & decks price list in the quote builder, three fencer’s sheets, a site measure on the request board in place of a site visit, and drafts, replies and job summaries that say lf and square foot, posts on 8 ft centres, panels and pickets, post holes and footings below frost, sonotube and helical pile, ledger, joists and decking, balusters and stringers, shadowbox and board-on-board, and top rail and tension wire the way a fencer does.

The price list

Priced by the foot and the square foot.

Daybook gives a fencer a price list that starts labelled: cedar, pressure-treated, shadowbox, horizontal, picket and split-rail fence by the linear foot, vinyl, chain-link and ornamental aluminum by the foot, page wire, high-tensile and commercial chain-link for the farm and the lot, walk gates, drive gates and openers by the opening, pressure-treated, cedar, composite and PVC decks by the square foot, stairs by the step, railings in wood, aluminum, composite, glass or cable by the foot, pergolas and privacy screens, post holes by the post and sonotubes by the footing, repairs by the hour, stain and seal by the square foot, the auger by the day and the old fence hauled away by the foot. Your own prices go on it, and every quote and invoice reads from it.

By the foot the fence by the linear foot, the deck by the square foot, gates by the opening — each a line from your own price list
Quoting

The price list

Priced by the foot and the square foot.

Daybook gives a fencer a price list that starts labelled: cedar, pressure-treated, shadowbox, horizontal, picket and split-rail fence by the linear foot, vinyl, chain-link and ornamental aluminum by the foot, page wire, high-tensile and commercial chain-link for the farm and the lot, walk gates, drive gates and openers by the opening, pressure-treated, cedar, composite and PVC decks by the square foot, stairs by the step, railings in wood, aluminum, composite, glass or cable by the foot, pergolas and privacy screens, post holes by the post and sonotubes by the footing, repairs by the hour, stain and seal by the square foot, the auger by the day and the old fence hauled away by the foot. Your own prices go on it, and every quote and invoice reads from it.

  • A labelled starter price list on day one, with your own prices on it
  • Wood fencing, vinyl, chain-link and metal, farm and commercial, gates, decks, railings, pergolas and screens, footings and posts, repairs and finishing, materials, equipment, disposal and fees
  • The margin beside the price on every line, and the estimated cost for your eyes only — never on the PDF
  • Your own boards, panels and gate hardware alongside the starter list — Crew and up
  • Approved, or sent back for a revision, in the client’s portal
  • A price book that updates when you scan a supplier invoice — Crew and up
Quoting

The request

A request becomes a site measure. Then a quote.

Every request lands on one board with its job type — a fence build, a fence repair, a deck, a gate, a pergola, a farm or commercial run — and one button: Schedule a site measure. Walk the line, measure the run and the deck, and build the quote on the job; when the client approves it in their portal, the job is won and ready to schedule.

Scheduling
The requests board in Daybook: “Chantal Silva — Pergola & privacy screen” and “Felix Moreau — Fence repair”.

The request

A request becomes a site measure. Then a quote.

Every request lands on one board with its job type — a fence build, a fence repair, a deck, a gate, a pergola, a farm or commercial run — and one button: Schedule a site measure. Walk the line, measure the run and the deck, and build the quote on the job; when the client approves it in their portal, the job is won and ready to schedule.

  • The requests board in Daybook: “Chantal Silva — Pergola & privacy screen” and “Felix Moreau — Fence repair”.

    Every request, on your phone. Call the client or email them from the card, and book them in with the button under it.

  • The job on its page in Daybook, its steps across the top: Schedule, Start, Finish, Invoice and Get paid.

    The job’s own page. Its steps across the top, the client a call or a text away, and its photos, notes and messages a swipe apart.

  • A finished job in Daybook: Job finished, Generate warranty and Closeout.

    Finished. Every step ticked, and one tap starts the warranty from the job and its quote — nothing reaches the client until you send it.

  • Seven job types: fence build, fence repair, deck build, deck repair and refinish, gate and opener, pergola and privacy screen, commercial and farm fencing
  • A fence that comes with its gates is filed as a fence build and a gate on its own as a gate; a new deck stays a deck build even when it says the old one is rotten; farm, acreage or a commercial property is commercial and farm fencing whatever the material — sorted for you
  • Schedule the site measure from the request — and plan the day’s route from the same board
  • Not viewed, measured, quoted and lost: where every request stands, at a glance
  • Requests from your website’s quote form land here as real requests, with the job address on them
Scheduling

The paperwork

Three sheets, written for fencers.

A site visit and layout sheet for the site measure, where the line is walked. A posts and framing check for before a board goes on. A completion and handover for the end of the job. The first two attach themselves to every build, the handover to all seven job types, and it will not let a job close unfinished.

The crew app
The checklists in Daybook: “Site visit & layout” and “Posts & framing check”.

The paperwork

Three sheets, written for fencers.

A site visit and layout sheet for the site measure, where the line is walked. A posts and framing check for before a board goes on. A completion and handover for the end of the job. The first two attach themselves to every build, the handover to all seven job types, and it will not let a job close unfinished.

  • Site visit & layout: the material, whether utility locates were ordered, whether an auger or skid steer can get through the gate, photos of the line from each end and the deck spot, the tech’s sign-off, with places for the fence length and height, the deck size and height off grade, the gates, the site conditions and the recommended scope
  • Posts & framing check: the date, the posts and footings set, whether every post is plumb and on the string line, photos of the holes, the posts and the ledger, with places for the concrete used, the ledger flashed and lagged on a deck, the day’s deliveries, rock or roots hit, change orders flagged and delays, and the issues
  • Completion & handover: every gate swinging clear and latching, the railings and stairs solid, the site cleaned, the stain and seal, after photos, the client’s sign-off, with places for the warranty and the deficiencies and touch-ups
  • Attached to the right job types automatically — Crew and up
  • Yours to edit, and you can add your own
The crew app

Safety on site

The FLHA, filled in on the phone. Filed before the auger starts.

Pick the job and the address and the crew come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, checklists and photos, with no signal if it comes to that.

The crew app
An FLHA in the crew app, “Auger the post holes and set the posts in concrete”: the task with its hazard and its control, and the crew on site under it.

Safety on site

The FLHA, filled in on the phone. Filed before the auger starts.

Pick the job and the address and the crew come with it; the day’s conditions, each task with its hazard and its control — submitted from the phone at the start of the day and on the job’s record the moment it lands. Then clock-in, checklists and photos, with no signal if it comes to that.

  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.

    Their day. Hours, the FLHA and their jobs a tap away — and an update from a job on the go goes straight to the office.

  • A crew member’s list in the crew app, 10 active: “James MacNeil — Pergola & privacy screen” and “Hana Nguyen — Deck repair & refinish” among them, each with its address and its time.

    Their jobs. Every job they’re on, with its address, its booked day and a chat with the office.

  • An FLHA in the crew app, “Auger the post holes and set the posts in concrete”: the task with its hazard and its control, and the crew on site under it.

    Before the work starts. Pick the job and the site, its contact and the crew fill in; they add each task with its hazard and its control, and submit it from the phone.

  • FLHA forms on Crew and up: job, site, conditions, tasks with hazard and control, the crew on site
  • Clock-in and timesheets from the phone in their pocket
  • Checklists filled in on the job — with a signature if you want one
  • Photos taken where there is no signal, filed when it returns
The crew app

Getting paid

Invoiced off the quote. Closed out with a review request.

The invoice is raised off the quote the client approved — all of it, the part that is finished, or the extra work approved on top. A reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm. And when the job is finished, its page offers the warranty and closeout package and a review request.

Invoicing & payments
A finished job in Daybook: Job finished, Generate warranty and Closeout.

Getting paid

Invoiced off the quote. Closed out with a review request.

The invoice is raised off the quote the client approved — all of it, the part that is finished, or the extra work approved on top. A reminder you set once does the following-up, with a Pay Now link; e-transfers are matched to their invoices for you to confirm. And when the job is finished, its page offers the warranty and closeout package and a review request.

  • An invoice off the approved quote — all of it, the finished part, or the extra work approved on top
  • Change orders for the work the client adds after the quote
  • An overdue invoice chases itself, with a Pay Now link
  • E-transfer matched for you to confirm; cards online; EFT
  • A finished job offers the warranty and closeout package, and a review request
  • GST/HST by province, and the Sales Tax report ready for filing
Invoicing & payments

The crew

The phone already in their pocket.

Field seats are free and unlimited on Crew and Company, so every fencer and labourer has the app: the day’s jobs, clock-in, the FLHA, the checklists, the photos — and the office sees it the moment it lands.

  • A crew member’s list in the crew app, 10 active: “James MacNeil — Pergola & privacy screen” and “Hana Nguyen — Deck repair & refinish” among them, each with its address and its time.
  • The crew app’s home: a greeting by name, then Submit hours, FLHA, My jobs and More, and the jobs on the go below them, each with Add update.
  • The job on its page in Daybook, its steps across the top: Schedule, Start, Finish, Invoice and Get paid.
  • The checklists in Daybook: “Site visit & layout” and “Posts & framing check”.

The economics

Priced on the office. Free for the crew.

Most field-service software charges by the head, in another currency. Daybook charges the office seats, in Canadian dollars, and leaves the people setting the posts alone.

Workflow Field-service platforms priced per user Daybook
Currency Often billed in US dollars — the exchange rate and your card’s foreign fee ride along. Canadian dollars. Every plan, every add-on, printed on the pricing page.
The crew Typically an extra monthly fee for every field user past the plan’s cap. Field seats free and unlimited on Crew and Company — every fencer and labourer gets the app.
Fencing tools A generic quote form; the footage and the gate count live in a spreadsheet. A labelled fencing & decks price list by the foot and the square foot, three fencer’s sheets, and change orders and subcontractor links on the job page.
Canadian tax and mileage Usually an accounting add-on, or by hand. GST/HST by province on every invoice, the Sales Tax report, a mileage log at your own rate, receipts read for you.
Your website Usually a separate builder, or a designer. A fencing & decks site template on every plan, with a composite-vs-cedar page and a quote-request form that mints a real lead.

Nothing here is a discount, and there is no setup fee.

Three plans, priced in CAD.

Fencing and decks run on the trades rate card — every plan the same app, the office seats counted and the crew free from Crew up. Solo $99 / Crew $249 / Company $449 a month CAD. Office seats included on every plan. Field seats are free and unlimited on Crew and Company. Crew and Company include selling online, and Company also includes your own domain and texting — a plan without them can add them.

  • Solo — $99/mo CAD · 1 seat · no additions · Start on Solo
  • Crew — $249/mo CAD · 3 office seats · +$39/mo each after · Start on Crew
  • Company — $449/mo CAD · 10 office seats · +$39/mo each after · Start on Company

Start the free trial on CrewSee the plans

Switching

Moving from a spreadsheet, or from another platform.

There is no importer for another product’s export, and the page does not pretend there is. What there is gets a fence and deck company running in an afternoon.

Bring your client list

Upload a CSV or paste it in — names, phones, emails, addresses — and the clients are there. A QuickBooks client list imports straight across.

Put your prices on the list

The fencing & decks price list is already labelled, from a foot of cedar privacy fence to a sonotube footing and a double drive gate. Type your own prices in — or, on Crew and up, scan a supplier invoice and the price book fills with your real costs.

Your website, live day one

The fencing & decks template is already written for the work, with a composite-vs-cedar page — your photographs and your words go in, and the quote-request form drops leads straight into Daybook.

Questions fence and deck builders ask.

Is there a fence and deck estimator?

No. The quote builder prices from your own labelled list — fence and railings by the linear foot, decks and stain by the square foot, gates by the opening, post holes by the post and sonotubes by the footing, stairs by the step, repairs by the hour. There is no takeoff that works out the quantities, the posts or the boards: you put them in, and every number is yours to change before the quote goes out.

Which jobs will it not let me close?

All seven job types — a fence build or repair, a deck build or repair, a gate and opener, a pergola and privacy screen and commercial and farm fencing — carry the completion and handover: whether every gate swings clear and latches first time, whether the railings and stairs are solid, whether the site was cleaned, the stain and seal, the photographs after and the client’s sign-off. It is yours to edit.

Does it keep track of the locates and the survey pins?

It keeps what you record. The site visit and layout sheet asks whether utility locates were ordered, and has a place for the site conditions — survey pins found or missing, a slope, rock or roots on the line, a shared line. Daybook does not survey a property line, request a locate or speak to a neighbour.

Can one quote carry the fence and the deck?

Yes. Each line takes its unit from your price list, so the fence goes on by the linear foot, the deck by the square foot and the gate as a line of its own, on the same quote — and the client approves it, or sends it back for a revision, in their portal.

Can I bring my own prices?

Yes. Scan a supplier invoice and the price book updates; put your own boards, panels and gate hardware alongside the starter list; set your own labour rates and markups. The quote builder prices from your numbers, not ours.

What does a fencer cost?

Nothing on Crew and Company — field seats are free and unlimited. The office seats are what is counted, and the pricing page prints exactly how many each plan includes.

Does it work out on an acreage with no signal?

Clock-in, checklists and photos work with no signal and file themselves when the signal returns. The office sees them the moment they land.

Bring a real fence line. Watch it quoted.

Your own numbers beat any feature list — start the trial, put your footage on the list and price a fence and a deck on one quote.

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