CloudCraftSpace

Solution: Quote builder and job schedule

Fencing and installation companies

Every quote is worked out by hand after a site visit, and jobs are scheduled over the phone.

Is this also your problem?

“Every quote is me with a calculator and a price list after a site visit. Then we agree dates by phone, and an installer turns up without the right materials.”

How it works

  1. On site, the surveyor enters the measurements and picks the products, like panel and gate types.
  2. The quote builder works out materials and price from your own price list, and makes the quote document.
  3. When the customer accepts, the job goes on the schedule with a date and a crew.
  4. The crew opens the job on their phone: address, materials list, and photos to sign it off.
9:41Quote12 Elm RoadFence length42 mTotal£3,480Closeboard panels42 m · 1.8 m high£2,436Concrete posts15 posts£540Gravel boards42 m£294Fitting2 days · 2 fitters£210QuotesJobsCalendarQuote acceptedFitting booked for 18 Nov.
The quote builder on a phone at a site visit: the fence length and total, each line of the quote with its price, and the customer accepting it.

What changes

  • Every quote follows the same rules, because the rules live in the tool, not in one person’s head.
  • Each job has a date, a crew and a materials list.
  • Installers work from a checklist, not a message thread.

What it runs on

Airtable holds the price list, quotes and jobs. Google Calendar carries the schedule. Glide gives the crew a simple phone app. We use Claude to turn your pricing rules into plain formulas you can read and check.

  • Airtable
  • Glide
  • Google Calendar
  • Claude

Time and price

About six weeks. The quote rules and the crew app are custom work, so we quote them after a first call, and they come with a maintenance plan.

About 6 weeks · starts with

Get Organised

$1,750 one-time

Set for your region. What the package covers.

Then

Stay Running

$105 a month

Set for your region. What the package covers.

Want this?

Quote from measurements, or schedule crews by phone? Tell us how a job goes from enquiry to done.

Contact us