Fencing Installation & Repair Intake Forms

A fencing job involves more variables than most homeowners realize, and every one of them affects your estimate, your materials order, and your installation timeline. The property line might not be where the customer thinks it is. The HOA might restrict fence height to four feet or prohibit chain link entirely. There could be a gas main running two feet below the proposed fence line. The yard might drop six feet over a 40-foot run, requiring stepped panels or racked sections. A fencing contractor who shows up without this information either writes a bad estimate or wastes a trip. The Fencing intake form captures all of it before you load the truck.

The form starts with property and boundary details. It asks whether the customer has a current survey on file, whether property corners are marked, whether the fence will sit on the property line or set back from it, and whether neighbors have been notified. Boundary disputes are the single most common source of fencing complaints, and the form forces that conversation early. It captures total linear footage needed, number of corners, number and width of gates (pedestrian, single drive, double drive), and whether any existing fence needs to be removed and hauled away.

Fence Type and Material Selection

Material preference is captured through a detailed checkbox section because the choice drives everything downstream — cost, post spacing, footer requirements, and lead time. Options include wood (cedar, pine, pressure-treated, redwood), vinyl (privacy, semi-privacy, picket, ranch rail), chain link (galvanized, vinyl-coated, with or without privacy slats), aluminum (ornamental, pool-code compliant), wrought iron (traditional, contemporary), and composite. For wood fences, the form asks about board style: dog-ear, flat-top, board-on-board, shadowbox, horizontal slat, or lattice top. For chain link, it captures gauge preference and whether top rail, tension wire, or both are required.

Height requirements depend on purpose and local code. The form asks the customer to specify desired height (typically 4, 5, 6, or 8 feet) and the primary reason for the fence: privacy, pet containment, pool enclosure, security, decorative/curb appeal, property line definition, or noise reduction. Pool fences have specific code requirements — self-closing and self-latching gates, minimum height, maximum gap between pickets — and the form flags pool enclosure jobs so the contractor can verify local pool barrier codes before estimating.

Site Conditions and Access

The site conditions section captures the details that turn a simple fence job into a complicated one. It asks about terrain: is the yard flat, gently sloped, steeply graded, or terraced? Are there retaining walls along the fence line? Slope determines whether panels will be stepped (maintaining level tops with gaps at grade changes) or racked (following the slope continuously), and the choice affects both material quantity and labor hours. The form documents soil type (clay, sand, rocky, loamy) because post-hole depth, diameter, and concrete requirements vary. Rocky soil or high water tables may require mechanical augering or driven posts instead of dug footings.

Underground utilities are a serious liability issue. The form asks whether the customer has called 811 for a utility locate, whether there are known irrigation lines, invisible pet fences, septic systems, or drainage pipes in the fence path, and whether the property has overhead power lines that cross the proposed fence line. It captures access conditions: can a skid steer or mini excavator reach the work area? Are there narrow side yards? Will materials need to be hand-carried through the house? These logistics directly affect labor estimates and equipment needs.

HOA, Permits, and Gate Automation

HOA restrictions are a separate section because they can override everything the customer wants. The form asks whether the property is in an HOA, whether the HOA has approved the fence (or whether approval is pending), what materials and heights the HOA allows, whether the HOA requires a specific color or finish, and whether there is a setback requirement from the street or sidewalk. For customers in HOA communities, submitting the architectural review application before the install is scheduled prevents costly do-overs.

Gate automation captures whether the customer wants any gate motorized. For driveway gates, it asks about operator type (swing vs. slide), power source (hardwired 110V, solar, battery backup), access control method (remote, keypad, intercom, phone app, loop detector), and whether a Knox box or emergency release is required for fire department access. For pedestrian gates, it captures self-closing hardware requirements, lock type (key, deadbolt, combination, magnetic), and whether the gate needs to be ADA-compliant.

Pricing

Each form is $12.99 for the complete set (intake + questionnaire), $9.99 for intake only, or $6.99 for questionnaire only. All PDFs are fillable in Adobe Reader and password-protected against editing.

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