Can it manage quote follow-ups after a site visit?

Yes. Sophiie supports reminders and customer history, so quote follow-ups can be scheduled and tracked.

Does Sophiie replace design or takeoff software?

No. Sophiie organises the customer conversation, notes, reminders, and quote workflow around the tools your team already uses.

Can calls be answered when crews are installing?

Yes. Sophiie can answer 24/7, capture fencing enquiry details, and send your team a useful summary.

Fencing Contractors

Fencing CRM for fence leads, measurements, and approvals

CRM for fencing teams managing measurements, access, and approvals.

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Fencing contractor installing a timber paling fence on site at golden hour

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A live demo call from Sophiie. Two minutes, no sales pitch.

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Missed call from Sarah ChenNew booking confirmed for 1pmVoicemail transcribedWebsite form: bathroom downlightsInvoice #1042 marked paidDeposit received from Amy WuText reply sent to Toby Mercer

Quote request: switchboard upgradeText: are you free Thursday?After-hours call answeredFollow-up sent to Raj PatelCallback scheduled for 9amMissed call returned in 30sAppointment reminder sent

Emma Davies: power out in kitchenNew job card createdMarco Reyes: needs a quoteReminder sent to Tom BradleyPriya Sharma: hot water faultQuote approved: $2,400Review request sent to Dana Lee

Boundary-specific customer notes

Store material, fence length, gate count, demolition, slope, and access notes next to the contact details.

Smiling Australian tradesperson speaking on a phone while fitting a sliding window

Quote revision history

Keep calls, emails, texts, and notes together when customers change materials, add gates, or revise lengths.

Australian tradesperson with a tool belt standing in a doorway taking a phone call

Reminders for approvals

Set follow-ups for neighbour sign-off, strata approvals, deposits, and installation date confirmations.

Australian tradesperson taking a phone call while crouched beside a glass door on site

Job history for future sections

See prior fence work, materials used, and customer preferences when a client asks for another boundary.

Australian tradesperson on a phone call while crouched at the entry of a house

Fast contact from one dashboard

Call, text, or email customers in Sophiie while preserving the communication timeline.

Australian tradesperson standing in a doorway reading a message on a phone

How it works

Set up Sophiie once, then let the work flow

Train Sophiie on your fencing services
Add materials, job types, service areas, and the details your team needs before quoting.
Capture enquiries and site details
Sophiie records customer information, address, fence type, access notes, and follow-up needs from calls or messages.
Keep decisions in one record
Add measurements, material changes, quote status, and reminder tasks to the same customer timeline.
Follow up with context
Use the CRM to confirm approvals, deposits, installation dates, and future work without hunting through old messages.

Why fencing contractors need more than a generic CRM

A fencing quote can change quickly once boundary length, gate count, slope, material, neighbour approval, and access are clarified. One client might ask for Colorbond today, timber tomorrow, and a different gate width after speaking with a neighbour.

How Sophiie keeps the customer record useful

Sophiie keeps each decision, call summary, message, and quote reminder on the customer record. Your team can record fence length, material, gate details, slope, demolition, and access notes, track neighbour approvals, strata questions, and quote revisions, and set reminders for site visits, material choices, deposit follow-up, and install confirmations.

Where Sophiie fits into fencing contractors admin

For fencing contractors, Sophiie combines customer CRM, AI phone answering, text and email management, scheduling, job manager records, reminders, and business training around the way enquiries actually arrive. In that fence contractor workflow, the first conversation, the job context, and the next follow-up stay attached to the customer instead of being split between phones, inboxes, and notebooks.

Services & features