Overview
A fence template defines how a fence style quotes: which heights and colors it covers, which catalog components apply, post and gate rules, labor time, and optional budget pricing for the Lead Generator.
One template can cover multiple height and color combinations when they share the same component formulas. You only need separate templates when a height requires a different structure (for example, 4 ft uses two rails but 6 ft uses three).
Where in the app: My Fences → open a fence type → New template, or All Templates → New template
Open: Fence Builder
Warning: Complete My Components and Fence Types (heights + colors) first. Templates pull parts from the catalog; placeholder costs flow into quotes.
Start a new template
- Open My Fences.
- Click a fence type that has heights and colors configured.
- Click New template (or use All Templates and create from there).
- The template wizard opens with seven steps.
Template wizard steps
| Step | Guide | What you configure |
|---|---|---|
| Fence | Fence step | Fence type, template name, heights, colors, post spacing |
| Images | Images | Photos and documents per height/color combination |
| Posts | Posts | Line posts, terminal posts, and specialized post types |
| Components | Components | Rails, fabric, panels, hardware, and other line items |
| Gates | Gates | Gate sizes, posts, hardware, and quantities |
| Time | Time | Labor activities and install time formulas |
| Budget Pricing | Budget Pricing | Per-foot and gate prices for Lead Generator (when enabled) |
The Budget Pricing step appears only when Lead Generator is active on your account.
Activate a template
Templates must be Active to appear on new fence estimates.
- Finish the wizard steps (at minimum: Fence, Posts, Components, and Time).
- From All Templates or the fence type detail view, set the template status to Active.
- Optionally enable Include in Lead Generator on the Budget Pricing step when Lead Generator is on.
Duplicate instead of rebuilding
If a commercial and residential version share most parts, duplicate an existing template and adjust only the differences (post size, fabric gauge, gate hardware).
Verify with a test quote
- Create a draft estimate.
- Select the template and run a short layout or manual quantity check.
- Confirm material list and totals before customer-facing use.