Customer Insight vs Fence Pro

This tool is designed for businesses to evaluate the financial reliability of homeowner customers. The application provides a map view, enabling users to click on residential addresses and obtain measurements of the residents. The measurements include six parameters: Ability to Pay Score, Homeowner Credit Score, Discretionary Income Index, Discretionary Spending Amount, Telco Risk Score, and Property Details. Upon purchasing the homeowner report, the information is automatically saved into the folder system. The purchased report allows a team-sharing platform, facilitating information sharing among the individual business.

Run your entire fence business from your phone. Fence Pro is the all-in-one app for fence contractors — measure with GPS, build estimates, send invoices, track payments, manage materials, and run business reports. No subscriptions, no internet required. MEASURE WITH GPS Drop pins on satellite maps to measure fence lines with precision. Drag to adjust, get instant measurements in feet, and save measurement points with each fence for accurate documentation. BUILD ESTIMATES ON-SITE Calculate fence costs automatically with price per linear foot. Add post caps, metal posts, lattice tops, dig barriers, gates, and more. All pricing updates in real-time as you build the estimate. ESTIMATE TO INVOICE IN ONE TAP Convert accepted estimates to invoices instantly. Line items, tax, customer details, and pricing carry over automatically — no double entry. INVOICE MANAGEMENT Auto-numbered invoices (INV-YYYY-NNN) with line items, tax, and discounts. Track every invoice through its lifecycle: Draft, Sent, Partially Paid, Paid, Overdue, or Cancelled. PAYMENT TRACKING Record payments by cash, check, card, or bank transfer. Support for partial payments with reference numbers and automatic balance calculations. BILL OF MATERIALS Auto-calculate materials needed per estimate. Material templates per fence type with waste percentage and overhead. Export your BOM as a professional PDF. 5 BUSINESS REPORTS - Accounts Receivable with aging overview - Revenue & Profitability with trend charts - Sales Pipeline with conversion rates - Material Usage across estimates - Customer Analytics PROFESSIONAL PDF EXPORTS Generate polished PDFs for estimates, invoices, and bill of materials. Include your company logo, GPS satellite maps, itemized pricing, signature lines, and customizable accent colors. CUSTOM FENCE & GATE TYPES Create unlimited fence and gate styles with photos. Set default pricing, post spacing, and materials. Show customers your full product catalog with beautiful image galleries. CUSTOMER MANAGEMENT Store customer contact info with multiple jobsites per customer. Calendar integration, estimate and invoice history, referral tracking, and one-tap calling, texting, or emailing. COMPANY BRANDING Upload your logo, set up your business profile, configure default tax rates, payment terms, and invoice numbering. Your PDFs look like they came from a professional office. 100% PRIVATE & OFFLINE All data stored locally on your device. No cloud accounts, no subscriptions, no data sharing. Database backup and restore keeps your data safe. You own your data completely. BILINGUAL Full English and Spanish support. Switch languages anytime from Settings.