Intake and access
Company details, contacts, terms, locations, and the tools involved.
Planning worksheet
Your fenceOS plan for your business
Use this worksheet to capture what is slowing the business down, where time may come back, and what to discuss next. Your entries save on this browser and are not submitted to the team.
01 · Context
Tell us about the business as it runs today.
A few notes ground the rest of the worksheet. Anything you cannot answer now can stay blank.
02 · Sell
Quoting, signing, and knowing who is winning.
For each area, add current hours and your estimate of hours you could get back.
03 · Run
Sold work moving cleanly through the week.
04 · See
Money and margin you can read at a glance.
05 · Getting started
A clear path from setup to live work.
Most companies go live in 8–12 weeks, depending on data, decisions, and response speed. See the onboarding process.
Data and setup
Products, customers, active jobs, calendar, and agreed workflow foundations.
Configuration
Estimator, job stages, crew handoffs, messaging, and owner views shaped around the operation.
Live support
Role-based training on real work, with a post-launch tune-up.
06 · Keep your worksheet
Save the conversation for the next step.
Saving keeps this worksheet on this browser. It is not submitted to the fenceOS team and it does not accept an agreement or reserve an onboarding slot.
Not saved yet. Changes are kept in this browser when storage is available.