Fencing — Installation / Repair Estimate
Inbound fencing inquiry. Captures fence type, linear footage, and purpose before scheduling an on-site estimate.
When this runs
classifies this work type when the caller says things like:
How the call goes
3 surface rules tied to missing field definitions. Urgent first.
Clarify new install vs. repair — repair may be just a section while install is a full project.
important“Are you looking at a brand-new fence installation, or is this a repair or partial replacement?”
Field: New install or repair
Ask the purpose — pool code compliance fences have specific height and gap requirements.
important“What's the main purpose — privacy, keeping pets in, pool code compliance, or security?”
Field: Purpose (privacy / pet containment / pool code / security)
Ask if it's storm damage — may be covered by homeowner's insurance.
important“Was this caused by a storm? If so, it may be covered by your homeowner's insurance.”
Field: Storm damage (insurance claim possible)
Extracted without a dedicated prompt
extracts these from the transcript in real time. If the caller does not mention them naturally, staff can confirm them during wrap-up.
Guardrail signals
If staff says anything matching one of these examples, an urgent warning surface is created.
Quote a per-foot price before on-site assessment and utility locate.
Guarantee installation on a neighbor's property line without survey confirmation.
Promise compliance with local codes before reviewing the specific ordinance.
When the call ends
Before staff can end the call, walks them through a wrap-up checklist, then prepares the captured fields for the work record.
Wrap-up checklist
- Confirm service address
- Confirm callback number
- Schedule on site estimate
- Advise check survey and hoa
Then creates a appointment encounter with:
- Caller name
- Callback number
- Service address
- New install or repair
- Fence type (wood / vinyl / chain link / iron / aluminum)
- Approximate linear footage
- Purpose (privacy / pet containment / pool code / security)
- HOA restrictions
- Property survey available
- Number and width of gates
- Storm damage (insurance claim possible)
- Preferred estimate appointment
Ready to put this work type to work?
Start your free trial and this work type is active on your first call. Customize it any time, or let it run as-is.
Sign up for trial