Photos and sketches are separated
The caller describes a project but the estimator cannot find the reference image or site sketch.
Backed byCustomer Intake & Estimate Follow-Up for Fence and Deck Contractors Backyard projects,
Customer Intake & Estimate Follow-Up for Fence and Deck Contractors Backyard projects,
organized inquiries.
Collect fence and deck inquiries with site photos, material preferences, and access details. Zweelie keeps estimate conversations assigned and organized.
Customer work for fence & deck contractors
Zweelie helps fence and deck contractors keep backyard project inquiries ready for a site visit. Customers send measurements, inspiration, and questions about replacing an existing structure. Keep that information with the contact so your estimator can discuss the project while making clear that boundaries, dimensions, and requirements need independent verification.
Built around the work of: fence installation business owners, deck builders, outdoor construction estimators.
When a request gets lost, the work can follow.
The customer communication problems that fence & deck contractors need to solve.
What's at stake
Customer dimensions need checking
Rough fence lengths and deck sizes are passed along as if the site has already been measured.
Material questions hold up decisions
The customer is choosing between options while the next conversation remains unassigned.
From the first inquiry to an owned next step
Example workflow for fence & deck contractors; your staff confirm scope, timing, and any professional decisions.
Collect the outdoor project brief
Capture the fence or deck request, replacement needs, preferred materials, and customer-reported dimensions for later verification.
Prepare a site review
Attach existing-site photos and inspiration to an opportunity. Staff confirm access, arrange the visit, and verify requirements through their normal process.
Follow through on the selected option
Record customer questions and the estimator's agreed next step, with a reminder to discuss the formal proposal and approved payment terms.
Capabilities
One customer history, from inquiry to follow-up
Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.
Calls and SMS
Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.
I'd like a cedar privacy fence. Can I send a yard sketch and style reference?
Thanks, Rory. Casey will follow up with you.
Cedar privacy fence quoteAssigned to Casey Morgan
Thanks, that works for me.
Casey has your request.
RB
Rory Blake
1 call
Rory uploaded the fence sketch and style reference. Confirm the requested run and access with the estimator.
Opportunities
Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.
Cedar privacy fence quote
Rory Blake
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
RB
Rory Blake3 files
Drop files hereFiles for cedar privacy fence quote
backyard-project.jpgRory Blake · Cedar privacy fence quote
Photostyle-reference.pdfRory Blake · Cedar privacy fence quote
Documentcustomer-sketch.pdfRory Blake · Cedar privacy fence quote
DocumentForms
Build an intake form around project address, fence or deck scope, preferred materials. Accept relevant files and connect submissions to customer opportunities.
Cedarspan OutdoorsFence and deck project request
Tell our team what you have in mind.
Form submitted
Cedar privacy fence quote
Payments
Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.
Cedarspan Outdoors$4,750Cedar privacy fence quote
- Customer
- Rory Blake
- Status
- Draft link
Notes
Keep your team's observations and agreed next steps attached to the customer or opportunity, rather than in separate personal notes.
CM
Cedar privacy fence quote
Rory uploaded the fence sketch and style reference. Confirm the requested run and access with the estimator.
Rory BlakeCedar privacy fence quoteIn progressTB
Backyard deck consultation
DraftEmilia wants to discuss a backyard deck. Review the photos before the design consultation.
Emilia CruzBackyard deck consultationOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep your specialist tools. Connect the customer conversation.
Keep property surveys, structural design, utility locating, permits, material takeoffs, and installation scheduling in your established processes. Zweelie does not verify a boundary or make a customer's sketch an approved plan.
Zweelie brings customer communication, intake, and follow-up ownership together on web, iOS, and Android. Review your team's requirements and available plan features before moving a workflow. Read our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- High-volume calls and texts, subject to fair use
- Unlimited contacts
- Unlimited opportunities
- Multiple locations
- All products, including conversations, forms, and reports
Questions from fence & deck contractors
Can Zweelie keep fence and deck design preferences with the estimate request?
Yes. Staff can review customer messages, photos, and notes together, assign the opportunity, and follow up on the options discussed. The installer still measures the site and verifies boundaries, approvals, and construction requirements before finalizing the work.
What should fence & deck contractors keep in their existing systems?
Keep property surveys, structural design, utility locating, permits, material takeoffs, and installation scheduling in your established processes. Zweelie does not verify a boundary or make a customer's sketch an approved plan.
Can our owner and office team work from the same customer history?
Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions. This page is written for fence installation business owners, deck builders, outdoor construction estimators.