Construction and installation: Customer portal for fencing contractors
A customer portal for fencing contractors where customers find site drawings, gate choices, the quote and schedule, and record decisions about the line and gates.
What customers of fencing contractors want to see.
On a larger fencing project, customers of fencing contractors have several decisions to make: the line on the site drawing, the height, the colour, the gate type and how it opens, and for electric gates the access control. Those choices are made by email and phone, with drawings that keep acquiring new versions. At a business or residents' association several people are involved, and it is unclear who approved the latest drawing. The crew then turns up with an old version, or a gate has to be rebuilt because the swing direction was never explicitly confirmed.
Customer portal for fencing contractors
Example- 1
Access for the right people
DoneEach customer gets a space per project.
- 2
Drawings and choices by version
In progressThe site drawing appears in the portal with a version number and the changes since the previous version.
- 3
Approval and progress
NextOnce approved, the version is locked and passed to job preparation and the crew.
From invitation to approval.
Access for the right people
Each customer gets a space per project. At businesses, schools or clubs, several people can be given access, each with the right to view only or to approve. It is clear in advance who confirms the line and gate choice and who is simply kept informed.
Drawings and choices by version
The site drawing appears in the portal with a version number and the changes since the previous version. Each gate shows type, width, swing or slide direction, operation and colour. The customer can see which choices are still open and which are settled.
Approval and progress
Once approved, the version is locked and passed to job preparation and the crew. The portal then shows planned dates per phase and progress, such as groundworks done or gate hung. Customer questions are linked to the relevant item, so the office knows which gate or run they concern.
Less email, the same records.
Fencing contractors produce site drawings in a drawing package, quotes in a quoting tool or accounting software, and schedules on a planning board. The portal shows exported files and status from those systems but does not replace them. Supplier documents, such as gate drive manuals, can be added if they may be shared. The customer owns their approval and choices; you own drawings, scheduling and execution.
Approve drawings or allow comments
Approve or reject is tidy, but forces a customer to reject the whole drawing over one small wish. Comments on a specific run or gate let them respond precisely. That does mean someone on your side has to work those comments into a new version.
Homeowners or commercial clients only
For a homeowner's garden boundary a portal is often more than needed; a clear quote and appointment confirmation will do. On commercial projects with several gates and stakeholders it pays off. Many fencing contractors start with commercial work and extend it more widely once the setup is in place.
Schedule per phase or end date only
A schedule per phase shows customers when digging starts and when the gate arrives, which helps with site access. It also makes every shift visible. Showing only an end date is calmer, but customers then call more often to ask why there is still no gate.
How it already runs at similar businesses.
What customers find in the portal.
Project spaces with roles, site drawings with versions, gate choices, approval with comments and the schedule per phase are ready before the first customer logs in. Who may approve is agreed together using a commercial project with one gate and a school where the facilities manager approves the line and the head decides on access control. Handover documents, maintenance information and fault reports for powered gates can be added later.
View pricingSupport and updatesGood to know.
Explore pricing and optionsCan customers edit a drawing themselves?
No, you produce and revise the drawings. The customer can comment on a run or gate, for example that the line should move a metre. You work that into a new version, so there is always one drawing that applies.
How do we record which way a gate opens?
Each gate in the portal shows its swing or slide direction, with a simple sketch on the site drawing. The customer confirms it explicitly as part of the approval. The crew's job card shows the same direction, so there is no doubt on site.
Do customers see the quote and extra work in the portal?
Yes, the accepted quote and any additions for extra work sit with the project. Extra work agreed on site can be confirmed by the customer in the portal if that was not possible at the time. At invoicing it is clear which items were approved.
Can we share maintenance information after handover?
Yes. After handover, photos, maintenance advice and gate drive manuals can be added to the project. A customer who later reports a gate fault can do so through the portal, linked to the right gate and drive type.
What often connects to this.
- Digital job cards for fencing contractorsDigital job cards for fencing contractors carrying the approved set-out line, runs, foundations and gates, where the crew records deviations, obstacles and installed lengths.
- Website for fencing contractorsA website for fencing contractors that explains fence types, gates and foundations by application, so a homeowner or site manager knows what to ask for.
- Enquiry form for fencing contractorsAn enquiry form for fencing contractors that asks for a site drawing, length, height, ground type and gate opening width before anyone visits the site.
One place for your customers.
Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.
WhatsAppinfo@vorlyo.com Customer portal for fencing contractors: customers see site drawings, gate choices, quote and schedule, and approve the line and gate details in one place.
- Access for the right people
- Drawings and choices by version
- Approval and progress