Overview
Dirt Face is fence software that covers more than quoting. This guide explains the typical job lifecycle: lead, estimate, approval, job, optional shop fabrication, schedule, install, invoice, and payment. Wholesale orders can fulfill from the store instead of install.
Lead → Estimate → Approval → Job → Shop fab (optional) → Schedule → Install → Invoice → Payment
You can skip steps. Many companies start with estimating, then add fabrication, wholesale, scheduling, or invoicing as they grow.
Step 1: Capture the lead
Leads arrive by phone, web form, referral, or walk-in. Dirt Face can track them as opportunities when you want a pipeline view, or you can jump straight into an estimate when the job is ready to price.
Step 2: Create and send the estimate
Build the fence scope, review pricing, and send a professional proposal. This is the core of Dirt Face fence estimating software and usually the first workflow new teams adopt.
Step 3: Win the job
When the customer accepts, record approval and convert the estimate into a job. Keeping won work connected to the original quote reduces re-entry and change-order confusion later.
Step 4: Fabricate if the job needs the shop
If the catalog items are shop fabricated, Dirt Face creates production orders. The shop builds, then the job is ready to schedule. See fence manufacturing software. Skip this step for purchased complete parts.
Step 5: Schedule the install
Assign crews, equipment, and dates so the office and field see the same plan. Dirt Face helps companies move from sold on paper to on the calendar without a second system.
Step 6: Execute in the field
Crews work from assigned jobs and updates. As the install progresses, the office can track progress and notes against the same job record.
Step 7: Invoice and get paid
Create invoices from the completed (or progressing) work, collect payment, and close the loop. Estimating through payment in one platform is a major reason contractors leave spreadsheet stacks behind.
What makes this different from generic CRM
Generic CRMs track leads. Accounting tools track invoices. Spreadsheets try to fill the middle. Dirt Face connects fence-specific estimating, jobs, and billing so the material list you sold is the same job your crew installs and the same work you invoice.
FAQ
Do I have to use every stage?
No. Use the stages that match your company. Estimating-only teams still benefit; fuller teams gain more when scheduling and invoicing join the same workflow.
Can Dirt Face replace my current process overnight?
Most teams migrate in phases: catalog and quoting first, then jobs and schedule, then payments and inventory. Dirt Face supports that staged adoption.