Can I store photos and material choices?

Yes. Sophiie's job manager supports photos, documents, notes, and history, and the CRM stores customer decisions.

Can Sophiie remind us to follow up approvals?

Yes. You can set reminders for approvals, revised quotes, neighbour decisions, and scheduling tasks.

Can it help after the design is approved?

Yes. Use Sophiie for scheduling, job manager details, customer communication, and invoicing after approval.

Fencing Contractors

Fencing design workflow software for customer decisions

Workflow software for material choices, photos, notes, and quote handoff.

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

Speak to Sophiie

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

Design notes in the CRM

Store material choices, height, gate preferences, privacy concerns, slope notes, and customer decisions in one record.

Australian tradesperson in hi-vis taking a phone call beside a brick wall

Photos and documents

Attach job-related photos, documents, and notes to keep design context available before quoting.

Australian tradesperson leaning against a ute answering a phone call on site

Quote follow-up reminders

Prompt your team to chase approvals, neighbour decisions, material changes, and revised quote requests.

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

Customer communication history

Review calls, texts, emails, and notes before discussing a design change or approval.

Australian tradesperson in a hi-vis shirt on a phone call outside a brick house

Job handoff after approval

Use scheduling and job manager records once the customer approves the design and quote.

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

How it works

Set up Sophiie once, then let the work flow

Train Sophiie on design options
Add fence types, materials, gates, height questions, privacy requirements, and common approval steps.
Capture the first design conversation
Sophiie records customer details, property notes, preferences, photos needed, and next action.
Keep choices and approvals visible
Add notes, documents, material decisions, reminders, and quote status to the customer timeline.
Move approved work into the job workflow
Schedule the job, assign team members, track status, and keep customer updates connected.

Fence design is often a conversation, not a single drawing

Customers compare timber, Colorbond, aluminium, gates, privacy, height, slope, demolition, and neighbour concerns. The decision trail matters as much as the final quote.

What Sophiie handles

Sophiie is not CAD or 3D design software. It captures calls and messages, stores customer notes, supports attachments, sets reminders, and keeps quote and job history connected to the customer record.

How that helps the design workflow

When photos, material choices, access notes, approvals, and quote reminders are on the same timeline, your team can move from design conversation to approved job without re-asking the same questions.

Services & features