No workspace access yet
Ask the VCF owner to enable the sections you need for your role.
Opening your workspace…
Sign in
Checking app setup
Pricing and job records appear after the owner connects the saved data.
TODAY ·
Today at VCF
Find a quote, pick up a job, or see what’s scheduled.
Mark a job complete
Recent quotes
| Customer | Project | Total | Status |
|---|
Scheduled work
Waiting for owner authentication…
| Quote | Customer | Scope | Total | Status | Updated | |
|---|---|---|---|---|---|---|
| Loading quotes… | ||||||
Loading leads…
Loading calendar…
Ongoing jobs
Open a job to see its scope, crew, permits, and billing.
Loading jobs…
| Customer / project | Scope | Status / work date | |
|---|---|---|---|
| Loading saved jobs… | |||
Select a job to see its saved details.
Client balances
Find a client, review their invoices, and send their statement.
Choose a client
Their balance, invoice history, and statement actions will appear here.
WORK TRACKER
Current Fence City jobs
| Customer | Address | Sales associate | VCF scope | VCF cost | Status |
|---|
PIPELINE
+18%Quoted value
Quote acceptance
Demo analytics. Production reports will use migrated quote history.
GO-LIVE
Launch checklist
✓
Standalone app created
CompleteSeparate private codebase and address.
2
Import live VCF pricing and records
Transfer services, formulas, customers and jobs from the active VCF 3.2.3 system.
3
Connect production database
CheckingDurable records, server-enforced roles and audit history.
4
Connect client email and text
Owner reviewReview provider setup in any statement, invoice, or finalized quote.
5
Verify WordPress workflow coverage
In progressReview the owner workflows before adding employee access.
PRICING
Not importedService catalog
Imported rates and configuration. Owner overrides apply to individual quotes.
COMPANY
Business information preview
Recovery backup
Save a confidential backup before recording your first payment. Download signed PDFs separately for your agreement archive.
Signed agreements and permit files
Download every stored PDF and permit file as a .tar archive. Use it together with the backup above when moving the app to your own server. Large archives come in parts.
Opening the permit portal…
City forms
One PandaDoc template per city or county. The app fills in the client and job details and emails it to the client to sign.
Fill-in variables for your PandaDoc templates
Add these variables to each city’s template in PandaDoc. The app fills them in from the job when it sends the application.
How people sign in
Save their ChatGPT email here, share this Site privately with that email as a Viewer, then give them the app link.
People
Abilities belong to each person. Changes apply the next time they open a screen.
| Name and sign-in email | Can do | Status | Manage |
|---|---|---|---|
| Opening users… | |||