▶ Watch first · Quick-Start

Set Up & Send Your First Quote

The complete walkthrough — first-time setup, building your product catalog, drawing an estimate on the map, and sending a quote your customer can sign and pay online. New here? Watch this first, then dig into the full guide below.

Visual Fence Pro User Guide

Complete step-by-step guide to using Visual Fence Pro. Learn how to create estimates, send quotes, collect payments, and grow your fence business.

1. Getting Started

What is Visual Fence Pro?

Visual Fence Pro is a complete business management system built specifically for fence contractors. It combines satellite mapping, material calculations, professional quoting, payment collection, and integrations with QuickBooks and Google Calendar — all in one platform.

What You Can Do

• Create estimates in minutes — Search any address, trace fence lines on satellite maps, get instant material breakdowns
• Send professional quotes — Branded PDF quotes emailed directly to customers with your logo and company info
• Collect payments online — Customers can e-sign and pay deposits right from the quote page (via Stripe)
• Auto-calculate materials — Smart BOM engine calculates boards, posts, rails, concrete, fasteners, and gates based on industry specs
• Sync with QuickBooks — Automatically create customers, estimates, and invoices in QuickBooks
• Schedule installations — Work orders auto-add to Google Calendar with address and details
• Access building codes — Searchable database of fence height limits and setback requirements by jurisdiction
• Generate photo mockups — AI visualizer creates realistic fence renders on customer properties

Your First Steps

Here's what you'll do to get fully set up (takes about 15 minutes):

1. Set up your company profile — Add your business name, phone, address, and logo
2. Add your fence products — Set up the fence styles you install with your pricing per foot
3. Connect Stripe — Link your bank account so customers can pay deposits online
4. Create your first estimate — Search an address, draw fence lines, see the magic happen
5. Send a quote — Email a professional quote to a customer with e-signature and payment

After that, you can optionally connect QuickBooks and Google Calendar to automate even more of your workflow.

2. Setting Up Your Company Profile

Your company information appears on every quote, invoice, and email you send to customers. Setting this up correctly is critical — it's the first thing your customers see.

What You'll Add

• Company Name — Your business name exactly as you want it to appear on quotes
• Phone Number — Primary business phone (appears on quotes and invoices)
• Email Address — Business email for customer-facing documents (can be different from your login email)
• Street Address — Full business address including city, state, and ZIP
• Company Logo — Your logo image (appears on quotes, invoices, and visualizer watermarks)

Step-by-Step Instructions

1. Click Settings in the top navigation bar
2. Scroll to the "Company Information" section (it's the first section on the page)
3. Fill in your company name exactly as you want it to appear on customer documents
4. Enter your phone number (format doesn't matter — it auto-formats to (123) 456-7890)
5. Enter your business email — this is what customers see on quotes. If you want to use a professional email like info@yourcompany.com instead of your personal login email, add it here
6. Enter your full business address including street, city, state, and ZIP code
7. Click "Upload Logo" and select your company logo image (PNG or JPG, max 2MB)
8. Click "Save Company Info" at the bottom of the Company Information section

3. Understanding Products vs Specs

Visual Fence Pro uses a two-layer system for fence data. Understanding the difference between Products and Specs is key to using the platform effectively.

What are Specs?

Specs (short for specifications) are the industry-standard construction details for each fence style. This includes:

• Board dimensions — Actual width and count per panel (e.g., wood privacy uses 17-18× 1x6 boards at 5.5" actual width for an 8' panel)
• Post sizes — Line posts and corner posts (e.g., 4x4 line, 4x4 corners)
• Rails — Number and size of horizontal support rails
• Concrete — Bags per post and hole depth by fence height
• Fasteners — Screws/nails per connection point
• Panel width — Standard spacing between posts (usually 8 feet)

The Specs database contains 67 fence styles across 5 categories:

• Wood — 25 styles (dog ear, flat top, cap & trim, board on board, shadowbox, T&G, horizontal, louver, picket, split rail, post & rail, concave/convex top, etc.)
• Vinyl — 12 styles (solid privacy, lattice top, picket top, semi-privacy/shadowbox, straight/gothic/scalloped/arched pickets, horizontal slat, 2/3/4-rail ranch rail)
• Iron / Aluminum — 14 styles (flat top, spear top, alternating spear, puppy picket, ring top, finial top, majestic, genesis, invincible, horizontal slat, double picket)
• Chain Link — 9 styles (standard, privacy slats, windscreen, mini mesh, commercial, color coated, pool code, temporary/construction, barbed-wire top)
• Composite — 7 styles (tongue-and-groove privacy, board-on-board, horizontal, semi-privacy, picket, simulated stone, lattice top)

Coming soon: Railings (aluminum, cable, glass, wood, iron) and Staircases & Spiral Staircases — these are built in the BOM/engineering engine with full specs and are rolling out to the estimator soon.

What are Products?

Products are YOUR custom fence offerings with YOUR pricing. When you create a product, you:

1. Choose a fence category and style (which links to a spec)
2. Set YOUR price per linear foot
3. Add any height options you offer (4', 5', 6', 8', etc.)
4. Optionally customize material markup % and labor markup %

Products live in the Products page and are what you select when creating estimates.

How They Work Together

4. Adding Your First Product

Now that you understand the difference between products and specs, let's add your first fence product. You'll need at least one product before you can create estimates.

Before You Start

Have this information ready:

• Fence style you want to offer (e.g., Wood Dog Ear Privacy, Vinyl Solid Privacy, Chain Link Standard)
• Your price per linear foot for that style
• Heights you offer (4', 5', 6', 8', etc.)

Step-by-Step: Adding a Product

1. Click Products in the top navigation bar
2. Click the "+ Add Product" button (bottom-right corner or top of the page)
3. In the Category dropdown, select your fence category (Wood, Vinyl, Iron/Aluminum, or Chain Link)
4. In the Style dropdown, select the specific style (e.g., "Dog Ear Privacy" for wood)
5. Enter a custom name for this product (optional — defaults to the style name). Example: "Premium Cedar Privacy 6ft"
6. Set your Price Per Foot — this is what you charge customers per linear foot of fence
7. Check the Height Options you offer (4', 5', 6', 8', etc.) — you can select multiple
8. (Optional) Adjust Material Markup % and Labor Markup % if you want to fine-tune pricing
9. (Optional) Scroll to the "Gate Pricing" section and set your prices: one flat price for walk gates (covers all 3-5ft widths), and separate prices for 10ft and 12ft double drive gates. See Section 9: Adding Gates for details
10. Click "Save Product"

Understanding the Product Card

After saving, your product appears as a card on the Products page. Each card shows:

• Category badge (color-coded: Wood=orange, Vinyl=blue, Iron=gray, etc.)
• Product name and style
• Price per foot in large text
• Spec details — Board count, post sizes, bags of concrete per post (pulled from the linked spec)
• Height options you offer
• Edit and Delete buttons

Editing and Managing Products

To edit a product, click the Edit button on its card. You can change:

• Product name
• Price per foot
• Height options
• Material and labor markup percentages
• Gate prices (walk gate, double drive 10ft, double drive 12ft)

To delete a product, click Delete and confirm. Warning: Deleting a product doesn't affect existing estimates that use it, but you won't be able to create new estimates with that product.

5. Exploring the Specs Database

The Specs page is your reference library for all fence construction details. You don't need to create or edit specs — they're pre-loaded with industry-standard data. But browsing them helps you understand exactly what the BOM engine is calculating.

What You'll Find on the Specs Page

1. Click Specs in the top navigation bar
2. You'll see a category filter bar at the top: All, Wood, Vinyl, Iron / Aluminum, Chain Link
3. Click any category to filter the specs to that category
4. Each spec is displayed as a card showing:
   • Category badge and style name
   • SVG thumbnail showing the fence profile
   • Key stats: Board count per panel, post sizes, bags of concrete per post
   • "View Details" button to see the full spec breakdown

Viewing Full Spec Details

Click "View Details" on any spec card to see the complete breakdown:

• Boards/Pickets/Mesh — Count per panel, dimensions, actual width
• Rails — Count and size (e.g., 2× 2x4 rails)
• Posts — Line post size and corner post size (e.g., 4x4 line, 4x4 corner)
• Footing — Bags of concrete per line post, per corner post, per gate post, and hole depth by fence height
• Fasteners — Screws/nails per board-to-rail connection, per rail-to-post connection
• Panel Width — Standard spacing between posts (usually 8 feet, 10 feet for chain link)
• Notes — Special considerations (e.g., "Dog ear boards have 45° clipped corners", "Privacy slats sold separately")

Printing Specs

Click the "Print Spec Sheet" button (top-right when viewing a spec) to generate a printer-friendly version. Useful for:

• Training new crew members
• Keeping in your truck for quick reference
• Showing customers the construction quality/materials

6. Creating Your First Estimate

This is where Visual Fence Pro really shines. You'll search any address, trace fence lines on a satellite map, and get an instant material breakdown. The whole process takes 2-5 minutes per job.

Before You Start

Make sure you have:

• ✅ At least one product added (see section 4)
• ✅ A property address to estimate (can be your own house for practice)

The Estimator Workflow

Here's the big-picture flow. We'll break down each step in detail below:

1. Search for the property address
2. The satellite map loads and (usually) auto-detects the property boundary
3. Click on the map to draw fence line points
4. Select a fence product and height
5. The BOM engine calculates materials, labor, and total cost in real-time
6. Add gates if needed
7. Save the project

Step-by-Step: Creating an Estimate

1. Click Estimator in the top navigation bar
2. You'll see a search bar at the top-left: "Search property address..."
3. Type the property address (street, city, state) and press Enter or click the magnifying glass
4. The map flies to that location and zooms in. If parcel data is available, you'll see a cyan boundary around the property
5. If you see a boundary, you can click "Auto-Trace Boundary" to automatically draw along the entire property line (you can edit it after)
6. Or, manually draw fence lines by clicking points on the map where you want fence posts. Each click places a post, and a cyan line connects them
7. Continue clicking to add posts. The footage updates in real-time in the sidebar
8. When you're done with a fence run, click anywhere off the fence line to finish that segment
9. The sidebar shows the segment. Click it to select a Product and Height
10. Once you select a product, the BOM breakdown appears instantly below the segment

What If There's No Parcel Boundary?

In rural areas or new subdivisions, parcel data might not be available. You'll see a message: "📍 No parcel data here yet."

Click the "📐 Draw Manually" button to:

• Draw fence lines freehand without a property boundary
• Optionally draw a custom property boundary polygon

See Section 19: Manual Mode for full details.

7. Understanding the Satellite Map Interface

The satellite map is powered by Mapbox, the same technology used by companies like Airbnb, Snapchat, and The Weather Channel. It provides high-resolution aerial imagery for the entire United States.

Map Controls

• Zoom — Mouse wheel, or +/− buttons (top-right corner)
• Pan — Click and drag the map
• Rotate — Right-click and drag, or Ctrl + drag (on Mac: Cmd + drag)
• Pitch (3D tilt) — Ctrl + drag up/down (on Mac: Cmd + drag)
• Reset North — Click the compass icon (top-right) to reset rotation to north-up

What the Colors Mean

• Cyan boundary — Property boundary (parcel data)
• Cyan line — Fence line you're drawing or have drawn
• Cyan dots — Fence posts (each click = one post)
• Orange dot — The selected/active post (you can drag it to move)
• Green icon — Gate location

Editing Fence Lines

After drawing a fence line, you can edit it:

1. Click any post (cyan dot) to select it — it turns orange
2. Drag the selected post to move it
3. Delete a post by clicking it and pressing Delete or Backspace
4. Add a post mid-segment by clicking on the fence line between two existing posts

8. Drawing Fence Lines (Click-by-Click & Auto-Trace)

There are two ways to draw fence lines: Manual (click-by-click) and Auto-Trace. Most contractors use a combination of both.

Method 1: Manual Click-by-Click

This gives you full control and is best for complex layouts or when you only want to fence part of the property.

1. Click on the map where you want the first fence post
2. Click where you want the second post — a cyan line connects them, showing the footage
3. Keep clicking to add more posts. The fence line extends with each click
4. When you're done with that fence run, click anywhere off the fence line to finish the segment
5. The segment appears in the sidebar as "Run 1" or "Front Side" (you can rename it)
6. To start a new fence run (e.g., backyard after finishing front yard), just click a new starting point on the map

Method 2: Auto-Trace Boundary

If parcel data is available, you can auto-trace the entire property boundary with one click:

1. After searching an address, if you see a cyan property boundary, click the "Auto-Trace Boundary" button (sidebar, below the address)
2. Visual Fence Pro automatically converts the boundary into fence segments, breaking it at corners and property line changes
3. Each side appears as a separate segment in the sidebar (Front, Back, Left, Right, etc.)
4. You can now select each segment and assign a fence product + height
5. If you don't want to fence the entire boundary, delete unwanted segments by clicking them and pressing Delete

Combining Both Methods

The most common workflow:

1. Use Auto-Trace to quickly draw the full perimeter
2. Delete segments you don't need (e.g., front yard if customer only wants backyard)
3. Manually adjust posts by dragging them to match obstacles (trees, utility boxes, etc.)
4. Manually add segments for gates or internal fence runs

Snap to Building Footprints

When you're drawing fence lines near a house, garage, or other structure, the editor automatically snaps your cursor to the corners of buildings on the property. You'll see a cyan target indicator when the snap engages — this guarantees the fence terminates exactly where the structure begins, no eyeball estimation.

Building footprints are sourced from Microsoft's Open Building Footprints dataset (152 million US + Canadian buildings). Coverage is strongest in metro areas and continues to improve as we expand region tiles.

If the building under your cursor isn't in the footprints dataset (rural properties, very new construction), the snap simply doesn't engage and you draw freehand like before. No state to toggle; it's always on when applicable.

9. Adding Gates (Walk & Double Drive)

Gates are added directly to fence segments. Visual Fence Pro keeps gate pricing simple: set your prices per product with just 3 fields.

Gate Types

Visual Fence Pro supports two categories of gates:

• Walk Gate — Single-swing pedestrian gate. Customer picks their preferred width (3ft, 4ft, or 5ft) but pricing is the same flat rate regardless of width or height.
• Double Drive Gate — 10ft — Two-panel gate for vehicle access
• Double Drive Gate — 12ft — Two-panel gate for larger vehicles and trailers

Anything beyond these standard sizes should be handled as a custom quote outside the system.

How Gate Pricing Works

Gate pricing is set per product on the Products page. Each fence style has its own gate prices — because a wood walk gate costs very differently from an iron walk gate.

There are just 3 price fields per product:

• Walk Gate — One flat price for all walk gates (3-5ft wide, any height)
• Double Drive 10ft — Price for 10ft double drive gates
• Double Drive 12ft — Price for 12ft double drive gates

Setting Gate Prices

1. Go to Products in the top nav
2. Click Edit on the product you want to configure
3. Scroll to the "Gate Pricing" section (below component details)
4. Enter your prices for walk gates, 10ft double drive, and 12ft double drive
5. Click "Save Product"

Step-by-Step: Adding a Gate to an Estimate

1. Draw your fence line and select a product/height (see sections 6-8)
2. In the sidebar, find the segment where you want to add a gate
3. Click the "+ Add Gate" button below that segment's BOM breakdown
4. A dropdown appears. Select your gate type:
   • Walk Gate (3ft, 4ft, or 5ft)
   • Double Drive Gate (10ft or 12ft)
5. The gate is added to the segment and priced automatically based on your product's gate prices
6. The BOM updates to include the gate price and adjusts post/concrete calculations

Multiple Gates on One Segment

You can add multiple gates to the same fence run. Common use case: 4ft walk gate + 12ft double drive gate on a long backyard run.

1. Click "+ Add Gate" again
2. Select a different gate type
3. Both gates appear in the BOM breakdown with individual prices

Removing a Gate

To remove a gate:

1. Find the gate in the segment's BOM breakdown (it's listed under "Gates")
2. Click the red X or Delete button next to the gate
3. The gate is removed and the BOM recalculates

Gate Pricing Summary

10. Understanding the BOM (Bill of Materials) Breakdown

The BOM (Bill of Materials) is the heart of Visual Fence Pro. It auto-calculates exactly what you need to install the fence based on the spec data for the selected fence style.

What's in the BOM?

For each fence segment, the BOM shows:

• Footage — Linear feet of fence
• Panels — Number of 8-foot (or 10-foot for chain link) sections
• Boards/Pickets/Mesh — Total count (e.g., 130 boards for a 100-foot wood privacy fence)
• Rails — Total horizontal support rails (e.g., 39 rails for 13 panels × 3 rails/panel at 6ft height)
• Line Posts — Number of standard posts along the fence run
• Corner Posts — Number of corner/end posts (if the segment has corners or endpoints)
• Gate Posts — Number of posts for gates (calculated from gate count)
• Concrete — Total bags (e.g., "34 bags (60-lb)" for line posts + corners + gates)
• Fasteners — Total screws or nails needed
• Gates — List of gates added to this segment with prices
• Material Cost — Raw material cost before markup
• Labor Markup — Labor calculated as a percentage markup on material costs (set in Settings)
• Total Cost — Grand total for this fence segment (material + labor markup + gates)

How the BOM Engine Works

Viewing the Full Quote BOM

To see the combined BOM for all fence segments in a project:

1. Scroll to the bottom of the sidebar (below all segments)
2. You'll see "Project Totals" with:
   • Total linear feet across all runs
   • Combined material breakdown
   • Total material cost
   • Total labor markup
   • Grand total for the entire project

Spec Notes

Some fence styles have special notes that appear below the BOM. Examples:

• Dog Ear: "Dog ear boards feature 45° clipped corners at the top, not a pointed peak"
• Chain Link: "Privacy slats sold separately. Add 250 slats per 100 linear feet."
• Shadowbox: "Requires double-sided board installation with alternating pattern"

These notes help you quote accurately and educate customers on what's included.

11. Saving & Managing Projects

Once you've created an estimate, you'll want to save it so you can come back to it later, send quotes, create work orders, and track progress.

Saving Your First Project

1. After drawing fence lines and selecting products/heights, scroll to the bottom of the sidebar
2. Click the "Save Project" button (bright cyan button at the bottom)
3. A modal appears asking for project details:
   • Project Name — Required. Use a descriptive name like "Smith Backyard Fence" or "123 Main St - Privacy Fence"
   • Customer Name — Optional but recommended. First and last name of the property owner
   • Customer Phone — Optional. Contact number for the customer
   • Customer Email — Optional. You'll need this later if you want to send quotes via email
   • Notes — Optional. Internal notes about the project (e.g., "Gate opens inward", "Tear-out old chain link first")
4. Click "Save"
5. The project is saved and you'll see a success message. The project now appears on your Dashboard

Project Statuses

Projects automatically track their status based on your actions:

• Draft — Just saved, no quote sent yet
• Quoted — Quote has been emailed to the customer
• Signed — Customer has e-signed the quote
• Paid (Deposit) — Customer has paid the deposit
• In Progress — Work order created, installation scheduled
• Completed — Final invoice sent and paid

Viewing Saved Projects

All your projects live on the Dashboard:

1. Click Dashboard in the top nav
2. Scroll to the "Recent Projects" section
3. You'll see all your projects in a table with columns: Project Name, Customer, Status, Date Created, Total
4. Click any row to open that project in the Estimator

Editing a Saved Project

1. Open the project from your Dashboard (click the row)
2. The Estimator loads with your saved fence lines, products, and BOM
3. Make any changes:
   • Add/remove fence segments by drawing on the map
   • Change products or heights in the sidebar
   • Add/remove gates
   • Update customer info
4. Click "Save Project" again to save your changes
5. The updated project replaces the old version (no duplicate created)

Deleting a Project

1. Go to your Dashboard
2. Find the project in the Recent Projects table
3. Click the trash icon (🗑️) in the Actions column
4. A confirmation dialog appears
5. Click "Delete" to confirm
6. The project is permanently deleted from your account

Searching and Filtering Projects

On the Dashboard, you can:

• Search by name — Type in the search bar above the projects table to filter by project name or customer name
• Filter by status — Click the status filter dropdown to show only Draft, Quoted, Signed, In Progress, or Completed projects
• Sort by date — Click the "Date Created" column header to sort newest-first or oldest-first
• Sort by total — Click the "Total" column header to sort by project value (helpful for prioritizing high-value jobs)

12. Sending Quotes to Customers

Once you've saved a project, you can send a professional, branded quote directly to your customer's email. They'll receive a link to view the quote online, e-sign, and pay a deposit.

Before You Send a Quote

Make sure you have:

• ✅ Completed company setup (name, logo, phone, address)
• ✅ Saved the project with customer email address
• ✅ Connected Stripe (optional, but required for deposit collection)

Step-by-Step: Sending a Quote

1. Open the project you want to quote (from Dashboard or while in the Estimator)
2. In the sidebar, scroll to the bottom and click the "Share Quote" button
3. A quote preview modal opens showing:
   • Your company logo and info
   • Customer name and address
   • Itemized fence breakdown (each segment with footage, product, height, total)
   • Material breakdown (boards, posts, concrete, gates)
   • Subtotal, taxes (if applicable), and grand total
4. Review the quote for accuracy. If you need to make changes, click "Cancel" and edit the project first
5. If the customer email is missing or incorrect, update it in the "Customer Email" field
6. Click "Send Quote via Email"
7. Visual Fence Pro generates a secure quote link and emails it to the customer
8. You'll see a success message: "Quote sent to [email]"
9. The project status updates to "Quoted" on your Dashboard

What the Customer Receives

Your customer gets an email with:

• Subject line: "Quote from [Your Company Name] - [Project Name]"
• Email body: Professional message with your company logo, brief intro, and a big "View Quote" button
• Quote link: Secure unique URL (like visualfencepro.com/quote?token=abc123) that only they can access

What the Customer Sees on the Quote Page

When the customer clicks "View Quote", they see a branded page with:

1. Your company branding — Logo, name, phone, email, address
2. Project details — Property address, quote date, quote number
3. Fence breakdown — Each fence run with style, height, footage, and subtotal
4. Material list — Detailed BOM showing boards, posts, rails, concrete, fasteners, gates
5. Pricing — Subtotal, tax (if applicable), total
6. Payment terms — Deposit amount (if Stripe connected), balance due, payment schedule
7. E-Signature section — Customer can type their name and click "Sign" to accept the quote
8. Pay Deposit button — (If Stripe connected) Customer can pay the deposit via credit card

E-Signature Workflow

When a customer signs your quote:

1. They type their name in the signature field
2. Click "I Accept This Quote"
3. The signature is saved with timestamp and IP address (legally binding)
4. The quote page updates to show "Signed by [Name] on [Date]"
5. You receive an email notification: "Quote signed: [Project Name]"
6. The project status on your Dashboard updates to "Signed"

Tracking Quote Status

To see if a customer has viewed or signed your quote:

1. Go to your Dashboard
2. Check the Status column:
   • Quoted — Sent but not yet viewed or signed
   • Signed — Customer has e-signed
   • Paid (Deposit) — Customer has signed AND paid the deposit
3. Click the project row to view full details and quote activity log

Resending a Quote

If the customer lost the email or needs the link again:

1. Open the project
2. Click "Share Quote" again
3. Click "Resend Quote Email"
4. The same quote link is emailed again (it's the same URL, not a new quote)

13. Connecting Stripe for Payments

Stripe is the payment processor that lets customers pay deposits and final invoices directly from your quotes. It's the same platform used by Amazon, Lyft, and millions of businesses worldwide.

Why Connect Stripe?

• Get paid faster — Customers pay online with a credit card, funds hit your bank in 2 business days
• No more checks — No trips to the bank, no bounced checks, no waiting for mail
• Professional experience — Customers see a modern, secure payment page (not a third-party like PayPal)
• Automatic tracking — Payments sync to your Dashboard and QuickBooks automatically
• No monthly fees — Stripe charges 2.9% + 30¢ per transaction. No setup fees, no monthly fees from Visual Fence Pro

Step-by-Step: Connecting Stripe

1. Go to Settings
2. Scroll to the "Billing & Payments" section
3. Click the "Connect Stripe" button
4. You'll be redirected to Stripe's secure onboarding page
5. If you already have a Stripe account, click "Sign In" and authorize Visual Fence Pro to connect
6. If you don't have a Stripe account, click "Create Account" and fill out:
   • Business name
   • Business type (LLC, sole proprietor, corporation, etc.)
   • Tax ID (EIN or SSN)
   • Bank account info (for payouts)
   • Personal info (for identity verification)
7. Stripe verifies your info (usually instant, sometimes takes 1-2 business days)
8. Once approved, you're redirected back to Visual Fence Pro Settings
9. You'll see a green "Connected" badge next to Stripe

Setting Your Deposit Percentage

After connecting Stripe, you can set how much deposit you collect upfront:

1. In Settings → Billing & Payments, find the "Deposit Percentage" field
2. Enter the percentage you want to collect (common: 25%, 33%, or 50%)
3. Click "Save Changes"
4. When customers view quotes, the deposit amount is auto-calculated based on this percentage

Example: $5,000 total quote × 50% deposit = $2,500 deposit required upfront

How Customers Pay Deposits

1. Customer opens your quote link (from the email you sent)
2. They review the quote and e-sign if they accept
3. Below the signature section, they see a "Pay Deposit" button showing the amount (e.g., "Pay $2,500 Deposit")
4. They click the button and are redirected to a secure Stripe payment page
5. They enter their credit card info (Visa, Mastercard, Amex, Discover)
6. They click "Pay"
7. Stripe processes the payment and redirects them back to the quote page showing "Payment Successful"
8. You receive an email notification: "Deposit received: $2,500 for [Project Name]"
9. The project status updates to "Paid (Deposit)"
10. Funds appear in your Stripe dashboard immediately and transfer to your bank in 2 business days

Tracking Payments

To see all payments:

• In Visual Fence Pro: Go to Dashboard → Recent Projects. The "Paid" column shows deposit status.
• In Stripe: Log into your Stripe Dashboard to see full transaction history, payouts, and customer details

Sending Final Invoices

After completing the job, you can send a final invoice for the remaining balance:

1. Open the project
2. Click "Send Final Invoice" (in the sidebar)
3. Enter the amount due (auto-calculated as Total - Deposit Paid)
4. Click "Send"
5. Customer receives an email with a link to pay the balance via Stripe
6. Once paid, the project status updates to "Completed"

Disconnecting Stripe

To disconnect Stripe (not recommended unless switching accounts):

1. Go to Settings → Billing & Payments
2. Click "Disconnect Stripe"
3. Confirm the disconnection
4. Existing quotes still work, but new quotes won't have payment buttons until you reconnect

14. Creating Work Orders

Work orders are printable job sheets you give to your crew. They include the customer's address, fence details, material list, installation notes, and a map showing the fence layout.

When to Create Work Orders

Create a work order after:

• Customer signs the quote
• Deposit is paid (if using Stripe)
• You've scheduled the installation date
• Materials have been ordered

Step-by-Step: Creating a Work Order

1. Go to Work Orders in the top nav
2. Click "+ Create Work Order"
3. Select the project from the dropdown (only shows projects with status "Signed" or "Paid")
4. Fill in work order details:
   • Installation Date — When your crew will install the fence
   • Crew Assignment — Which crew or team members are assigned (optional)
   • Start Time — What time the crew should arrive (optional)
   • Crew Notes — Special instructions (e.g., "Gate opens inward", "Avoid sprinkler line on west side")
5. Click "Create Work Order"
6. The work order is saved and appears in the Work Orders list

What's on a Work Order?

Work orders include:

• Header — Your company logo and name
• Customer Info — Name, address, phone
• Job Details — Installation date, crew assignment, start time
• Fence Layout — Satellite map image showing fence lines, gates, and property boundary
• Fence Breakdown — Each fence run with style, height, footage
• Material List — Complete BOM:
  • Boards/pickets with count and dimensions
  • Rails with count and size
  • Line posts, corner posts, gate posts with sizes
  • Concrete bags with depth specs
  • Fasteners
  • Gates with types and widths
• Crew Notes — Your special instructions
• Signature Section — Customer sign-off that work is complete

Printing Work Orders

1. In the Work Orders list, find your work order
2. Click the "Print" button (🖨️ icon)
3. A print-friendly version opens in a new tab
4. Click Print in your browser (or press Ctrl+P / Cmd+P)
5. Select your printer and print

Google Calendar Integration

If you've connected Google Calendar (see section 16), work orders automatically add installation appointments to your calendar when created. The event includes:

• Event title: "[Customer Name] - Fence Installation"
• Date and time from the work order
• Location: Customer's address (clickable for driving directions)
• Description: Project details, crew assignment, and a link back to Visual Fence Pro

Editing Work Orders

To change the date, crew, or notes:

1. Go to Work Orders
2. Find the work order and click "Edit"
3. Update the fields
4. Click "Save Changes"
5. If Google Calendar is connected, the calendar event updates automatically

Completing Work Orders — the Closeout Wizard

When the install is done, click the green Complete Job button on the work order. Instead of a single click that flips status to Completed, the app walks you through a 3-step Closeout Wizard that captures the things contractors actually need before invoicing the balance.

Step 1 — Photo proof of the finished install

Upload at least one photo of the completed work (a long-shot of the fence line is usually enough). The wizard won't advance until at least one photo is attached. Photos go straight into the work-order record, attached to the customer's project and visible in the customer's final invoice email.

Step 2 — Balance reconciliation

Confirm the remaining balance owed by the customer. The wizard pre-fills the amount from the original quote minus any deposit already collected, but you can override it for change orders, tip-outs, or adjustments. This is the number that goes on the final invoice — get it right here and the rest of the flow handles itself.

Step 3 — Customer email + send

Compose the final-invoice email the customer will see. The default copy thanks them, links to the secure final-invoice page (where they can pay the balance via Stripe), and attaches the photo from Step 1. Edit the subject or body if you want a personal note. Click Send Final Invoice and the email goes out via the same durable email system as your shared quotes.

After Step 3, the work-order status flips to Completed, the project is marked done, and the customer receives the final-invoice email. If they pay online, your Stripe Connect account receives the funds; if they pay offline, you can manually mark the invoice paid from the work-order detail screen.

15. QuickBooks Integration

Connect QuickBooks to automatically sync customers, estimates, invoices, and payments between Visual Fence Pro and your accounting software. This saves hours of manual data entry and keeps your books accurate.

What Syncs to QuickBooks?

• Customers — When you save a project with customer info, that customer is auto-created in QuickBooks
• Estimates — When you send a quote, an estimate is created in QuickBooks with line items matching your fence breakdown
• Invoices — When you send a final invoice, an invoice is created in QuickBooks
• Payments — When a customer pays via Stripe, the payment is recorded in QuickBooks against the invoice

Step-by-Step: Connecting QuickBooks

1. Go to Settings
2. Scroll to the "QuickBooks" section
3. Click "Connect QuickBooks"
4. You'll be redirected to Intuit's login page
5. Sign in with your QuickBooks account credentials
6. Intuit asks you to authorize Visual Fence Pro. Review the permissions and click "Authorize"
7. You're redirected back to Visual Fence Pro Settings
8. You'll see a green "Connected" badge with your QuickBooks company name

How Auto-Sync Works

QuickBooks sync happens automatically when you:

1. Save a project with customer info → Customer is created in QB
2. Send a quote → Estimate is created in QB with line items
3. Send a final invoice → Invoice is created in QB
4. Receive a Stripe payment → Payment is recorded in QB against the invoice

You don't need to do anything — it's all automatic. Visual Fence Pro checks every hour for new activity and syncs in the background.

Manual Sync

To force a sync right now (useful after connecting QB for the first time):

1. Go to Settings → QuickBooks
2. Click "Sync Now"
3. Visual Fence Pro syncs all pending items
4. You'll see a success message showing how many items were synced

Viewing Sync Status

To see what's been synced:

1. Go to Settings → QuickBooks
2. Scroll to "Sync Activity"
3. You'll see a log of recent syncs with timestamps and status (Success, Failed, Pending)

Troubleshooting Sync Issues

If a sync fails, common causes are:

• Duplicate customer — QuickBooks already has a customer with that email. Visual Fence Pro will link to the existing customer instead of creating a duplicate
• Missing required fields — QuickBooks requires certain fields (like customer name). Make sure your project has complete customer info
• QB connection expired — QuickBooks tokens expire every 180 days. Re-authorize by disconnecting and reconnecting QB in Settings

Disconnecting QuickBooks

To disconnect QuickBooks:

1. Go to Settings → QuickBooks
2. Click "Disconnect QuickBooks"
3. Confirm the disconnection
4. Existing synced data in QB remains (it's not deleted), but new items won't sync until you reconnect

16. Google Calendar Integration

Connect Google Calendar to automatically add installation appointments to your calendar when you create work orders. No more double-entry — create a work order in Visual Fence Pro, and it instantly appears on your Google Calendar.

Why Connect Google Calendar?

• One calendar, one source of truth — All your installations in one place
• Mobile access — View your schedule on your phone with the Google Calendar app
• Crew scheduling — Share your calendar with crew members so they know where to go
• Driving directions — Click the event location to get turn-by-turn directions in Google Maps
• Automatic reminders — Google Calendar sends you notifications before each appointment

Step-by-Step: Connecting Google Calendar

1. Go to Settings
2. Scroll to the "Google Calendar" section
3. Click "Connect Google Calendar"
4. You'll be redirected to Google's sign-in page
5. Sign in with your Google account (use the Gmail account you want to sync the calendar to)
6. Google asks you to grant Visual Fence Pro permission to:
   • View your calendars
   • Create and edit events
7. Click "Allow"
8. You're redirected back to Visual Fence Pro Settings
9. Select which calendar to use from the dropdown (Default: your primary calendar)
10. Click "Save"
11. You'll see a green "Connected" badge

How Auto-Calendar Works

When you create a work order in Visual Fence Pro:

1. Visual Fence Pro creates a Google Calendar event with:
   • Title: "[Customer Name] - Fence Installation"
   • Date & Time: From the work order
   • Location: Customer's address (clickable for directions)
   • Description: Project details, fence style, crew assignment, link to the work order in Visual Fence Pro
2. The event appears on your Google Calendar instantly
3. If you edit the work order (change date, time, or crew), the calendar event updates automatically
4. If you delete the work order, the calendar event is deleted too

Viewing Your Schedule

To see your installation schedule:

• In Google Calendar: Open calendar.google.com or the Google Calendar mobile app
• In Visual Fence Pro: Go to Work Orders → click "Calendar View" to see a month/week view of all installations

Editing Events

Important: Always edit work orders in Visual Fence Pro, not in Google Calendar. If you edit the event directly in Google Calendar, those changes won't sync back to Visual Fence Pro, and you'll lose sync.

Disconnecting Google Calendar

To disconnect:

1. Go to Settings → Google Calendar
2. Click "Disconnect Google Calendar"
3. Confirm the disconnection
4. Existing events remain on your calendar (not deleted), but new work orders won't create calendar events until you reconnect

17. Building Codes Database

The Building Codes page is a searchable database of fence regulations for cities and counties across the United States. Use it to quickly look up height limits, setback requirements, and permit rules.

What's in the Database?

For each jurisdiction, you'll find:

• Maximum fence height — Front yard vs. side/rear yard limits
• Setback requirements — How far the fence must be from the property line, sidewalk, or street
• Permit requirements — Whether a building permit is required and how to apply
• Special rules — Pool fencing, corner lot visibility triangles, HOA regulations, historic districts
• Contact info — Building department phone and website

Searching for Building Codes

1. Click Building Codes in the top nav
2. Use the search bar to search by:
   • City name (e.g., "Boise")
   • County name (e.g., "Ada County")
   • State (e.g., "Idaho" — shows all jurisdictions in that state)
   • ZIP code (e.g., "83702")
3. Results appear as cards below the search bar
4. Click a card to expand and see the full details

Understanding Height Limits

Most jurisdictions have different height limits for front yards vs. side/rear yards:

• Front yard: Typically 3-4 feet (shorter to avoid blocking driver visibility)
• Side/Rear yard: Typically 6-8 feet (taller for privacy)

Example: Boise, ID allows 4' fences in front yards and 8' fences in side/rear yards.

Setback Requirements

Setback = how far the fence must be from the property line. Common setbacks:

• 0 feet (on property line) — Allowed in most areas if you own both sides or have neighbor consent
• 6 inches to 2 feet — Common for side/rear yards to allow maintenance access
• 5-15 feet from street — Required in some cities for front yard fences

Permit Requirements

Some jurisdictions require building permits for fences. The database shows:

• No permit required — You can install without approval (common for fences under 6')
• Permit required — You must apply for a permit before installation
• HOA approval required — In addition to (or instead of) a building permit, you need HOA sign-off

Adding Codes to Quotes

When creating a quote, you can reference building codes to educate customers:

1. Look up the customer's city in the Building Codes database
2. Note the height limit for their yard type (front/side/rear)
3. In your project notes, add: "Per [City] code, maximum fence height in rear yard is 8 feet"
4. This shows professionalism and helps set customer expectations

18. Visualizers — AI Photo Mockups + 3D Build Preview

Two ways to show a customer what they're buying before you hand them a quote: AI Visualizer (photorealistic render of the fence on their property photo) and 3D Build Visualizer (interactive 3D model of the engineering-accurate construction). Both are live; both ship inside the customer's shared quote so the customer doesn't have to log in or install anything.

A. AI Visualizer (photorealistic property mockup)

Upload a photo of the customer's yard, draw a fence line, pick a style (and for vinyl, pick a color), and the AI renders a photorealistic preview in 20–30 seconds. Daily limits by plan: Free 2/day · Starter 10/day · Pro 25/day · Enterprise 25/day (rolling 24h window per company).

1. Click Visualizer in the top nav, or jump from any shared quote's preview link
2. Upload a photo of the customer's property (JPEG or PNG, landscape orientation works best)
3. Trace the desired fence line on the photo
4. Pick a style (currently Wood Dog Ear Cedar Privacy in natural cedar, plus Vinyl Solid Privacy in 5 colors)
5. Click Generate — 20–30 seconds and you have a render

B. 3D Build Visualizer (engineering-accurate build preview)

While the AI Visualizer shows the finished look, the 3D Build Visualizer shows the construction — every post, panel, cap, rail, and bracket placed exactly where it'll be in the customer's yard. The customer drags to rotate, scrubs through the build layer-by-layer ("post holes → posts set → rails attached → panels in → caps on"), and presses play to watch an animated build sequence.

Five fence styles are covered today:

• Cedar dog-ear privacy — 3 post types: wood 4×4 PT (U-channel bracket), PostMaster+ steel (hat-channel), 2-3/8″ round steel (Pipe Grip Tie + dome cap)
• Vinyl Solid Privacy — 5×5 routed-slot vinyl post, crimped rails, T&G boards, flush 5-sided cap
• Wood Board on Board — 3 post types, plus an optional Cap & Trim picture-frame layer that auto-renders for "w/ Cap & Trim" styles
• Wood Horizontal Privacy — 2 post types: 4×4 PT with continuous u-channel + cedar face board; PostMaster+ direct-mount through factory-predrilled flange holes + cedar face board
• Wood Shadow Box / Good Neighbor — 4×4 wood only; alternating front + back picket rows on opposite rail faces, 1.5″ depth between rows for the signature "shadow" effect

The 3D preview embeds inside every customer-shared quote where the line item maps to one of these styles. The customer doesn't need an account or a download — just opens the quote link on their phone or laptop, spins the model around, and signs once they're satisfied.

19. Manual Drawing Mode (No Parcel Data)

Manual Mode lets you create estimates even when parcel data isn't available. You can draw fence lines freehand and optionally draw a custom property boundary polygon. This is essential for rural areas, new subdivisions, and properties where parcel data is missing or inaccurate.

When to Use Manual Mode

• No parcel data found — Rural properties, newly developed areas, or parcels not in the GIS database
• Interior fence runs — Dividing a property into sections (backyard privacy fence + front yard picket fence)
• Custom shapes — Irregular or curved fence layouts that don't follow property lines

Entering Manual Mode

Manual Mode is offered automatically — there's no upfront "Manual Mode" button. Search an address or click a property, and when no parcel boundary is available the sidebar shows "📍 No parcel data here yet" with a "📐 Draw Manually" button. Click it to draw the job by hand.

When parcel data is available, Visual Fence Pro keeps you on the parcel-based workflow — it's faster and more accurate. Manual Mode is reserved for properties with no parcel coverage.

Drawing Freehand Fence Lines

In Manual Mode, you draw fence lines by clicking points on the map:

1. Click on the map where you want the first fence post
2. Click the second point — a cyan line connects them
3. Keep clicking to add more points. The fence line follows your clicks
4. Double-click or press Enter to finish the fence line
5. The fence segment appears in the sidebar as "Freehand Run 1"
6. Select a product and height, and the BOM calculates just like parcel-based estimates

Drawing a Property Boundary Polygon

If you want to define the property boundary for reference:

1. Click the "Draw Property Boundary" button (top of the sidebar in Manual Mode)
2. Click points around the perimeter of the property
3. Keep clicking until you've traced the full boundary
4. Click near the first point to close the polygon (you'll see a pulsing indicator when you're close enough to snap)
5. The boundary polygon appears as a cyan outlined shape
6. Visual Fence Pro automatically converts the polygon into selectable fence segments (one per side)
7. Each side appears in the sidebar as "Front", "Back", "Left", "Right", etc.
8. You can delete sides you don't want to fence, or adjust them by dragging posts

Snap Features in Manual Mode

Manual Mode includes smart snap features to help you draw straight fences:

• Right-angle snap — Lines auto-snap to 0°, 45°, and 90° angles within 5° tolerance. Hold Shift to disable
• Snap-to-vertex — When placing a point near an existing endpoint (within 15 pixels), it auto-snaps to connect perfectly (prevents gaps)
• Snap-to-close — When drawing a polygon, hovering near the first point shows a pulsing indicator to snap and close the shape

Live Measurement Display

While drawing, a floating label follows your cursor showing the distance from the last point. This helps you draw precise lengths without having to finish the line first.

Undo in Manual Mode

Made a mistake? Press Ctrl+Z (or Cmd+Z on Mac) to undo the last point you placed. You can undo multiple times to step backward through your drawing.

Saving Manual Mode Projects

Manual Mode projects save exactly like parcel-based projects:

1. After drawing fence lines and assigning products/heights, click "Save Project"
2. Fill in project name, customer info, and notes
3. Click "Save"
4. The project is saved with a _manualMode flag and reloads correctly when you open it later

Address Search in Manual Mode

You can still use address search in Manual Mode:

1. Enter an address in the search bar
2. The map flies to that location
3. The address is saved to the project (appears on quotes and work orders)
4. Manual Mode stays active — no parcel boundary is fetched

19.5. Survey PDF Upload Mode

For pre-construction lots, raw land, or properties where satellite imagery isn't usable (heavy tree cover, new subdivisions before aerial photos are updated), upload a survey PDF and trace fence runs directly on it. The bill of materials, customer quote, gates, and payments all work the same as satellite mode — the only difference is what you're drawing on top of.

When to Use Survey Upload

• Pre-construction job — the home isn't built yet, so the lot looks like dirt on satellite
• Heavy tree cover — the satellite view shows trees instead of the actual property lines
• Custom-home builders — the customer hands you a copy of their land survey before clearing the lot
• HOA / permit documents — the only authoritative drawing of property lines is on a PDF

How It Works (Three Steps)

1. Upload the PDF. From the Property card, click 📄 Upload Survey. Choose any PDF up to 50 MB (vector or scanned, single or multi-page). The PDF replaces the satellite map in the workspace. A help modal walks you through the next two steps on first use.
2. Set the scale. Click 📐 Set Scale. Find a labeled distance on the survey — a lot-line bearing like N89°46'22"E 124.80' or anywhere the surveyor printed a measurement. Click the first endpoint, then the second endpoint. A modal asks for the real distance (feet, inches, yards, or meters). Type the labeled value and hit Set Scale. Calibration locks in for that page. Multi-page PDFs calibrate each page separately.
3. Trace the fence. Click ✏️ Draw Fence. Each click after the first finishes the current fence section AND starts the next — so 4 clicks gives you 3 independent sections. Double-click or press Enter to finish. Esc cancels. Each section appears in the sidebar with its own length, fence-type override, and gate button — and wood-fence sections also get a required Boards In / Boards Out toggle.

Boards In / Boards Out — Wood Sections

Wood fences have a finished side and a framed side, so each wood section needs its boards orientation set before you can generate a quote. Vinyl, chain-link, aluminum, and other styles look the same from both sides — they have no toggle. "Boards Out" means the smooth side faces the street (standard). "Boards In" means the smooth side faces the yard — typically for alleys, ditches, or when the customer wants the nicer side on their property. Quote actions are blocked until every wood section has the choice made, and the customer's signed quote shows the orientation per section so there's no miscommunication on install day.

Gates on Survey Lines

Same flow as satellite: click + Gate on a section in the sidebar, then click anywhere along the fence line on the PDF. The gate appears as a gap in the fence with two gold posts. Set swing direction (In / Out) and hinge side (L / R) in the sidebar — a blue swing arc renders on the PDF showing how the gate opens. The BOM engine deducts gate footage from the fence run exactly like satellite gates.

Multi-Page Surveys

Use the ◀ / ▶ page buttons in the toolbar to flip between sheets. Each page calibrates independently — the scale on Page 1 doesn't apply to Page 2. Fence sections drawn on a page only appear on that page; switching pages doesn't show segments from other pages. The customer's quote combines all pages into one total (because the developer / GC paying the bill wants one number, not multiple sheets to add up).

Save & Reopen

Saved survey projects re-fetch the PDF from secure storage when you reopen them. Calibration, traced fence lines, gates, and Boards In/Out choices all restore exactly as they were. The PDF stays private to your company — no public URLs.

20. Advanced Settings & Customization

The Settings page has advanced options for fine-tuning pricing, customizing materials, and managing your account. Most contractors can use the defaults, but power users can tweak everything.

Pricing & Markup

In Settings → Pricing & Markup, you can set:

• Material Markup % — How much you mark up material costs. Example: $100 materials × 100% markup = $200 to customer. Set to 0 if your material prices are already at sell rate.
• Labor Markup % — Percentage markup applied to labor costs. Set to 0 if labor is already at sell rate.

Gate Pricing

Gate pricing is set per product on the Products page. See Section 9: Adding Gates for full details. Each product has 3 simple gate price fields:

• Walk Gate — One flat price for all walk gates (3-5ft wide, any height)
• Double Drive 10ft — Price for 10ft double drive gates
• Double Drive 12ft — Price for 12ft double drive gates

Fence Textures (Visualizer)

Customize fence textures for the AI Visualizer (coming soon). These settings will affect how the visualizer renders fences. They don't affect quotes or BOMs.

Account Settings

In Settings → Account:

• Change Email — Update your login email address
• Change Password — Update your login password (must be at least 6 characters)

Team Members & Seats

Invite team members to your company account. Each plan includes a set number of seats:

• Free — 1 seat (owner only)
• Starter — 2 seats
• Pro — 5 seats
• Enterprise — 15 seats

To invite a team member:

1. Go to Settings → Team
2. Click "Invite Team Member"
3. Enter their email address
4. They'll receive an invite email with a link to join your company

Your current seat usage is shown in the Team section (e.g., "2/5 seats used"). If you need more seats, upgrade your plan or contact support.

Danger Zone

At the bottom of Settings, the Danger Zone section contains actions that can't be undone:

• Clear All Textures — Removes all custom fence textures
• Clear Company Info — Resets your company name, phone, email, and address
• Reset Everything — Removes all data including textures and company info. Use with extreme caution.

Founding Member Feedback

Have feedback, bug reports, or feature requests? Email sean@visualfencepro.com directly. Founding Members get priority for feature requests.

21. Plans, Billing & Cancellation

Visual Fence Pro has four plans. You can upgrade or downgrade anytime. Every upgrade starts with a 14-day free trial on the new tier — you only get charged if you decide to stay.

The Plans

• Free — $0/mo. 1 seat, 10 estimates/mo, 5 quotes/mo, basic features. No credit card required.
• Starter — $79/mo (currently $23/mo with Founder Pricing). 2 seats, unlimited estimates & quotes, online payments, branded quotes, embeddable Public Estimator Widget.
• Pro — $179/mo (currently $53/mo with Founder Pricing). 5 seats, unlimited products, Work Orders, QuickBooks sync, Stripe Connect, Google Calendar, full analytics.
• Enterprise — $299/mo (currently $89/mo with Founder Pricing). 15 seats, everything in Pro plus white-label quotes and a white-label widget (no "Powered by VFP" badge).

Upgrading

Any upgrade to a higher tier starts with a 14-day free trial. You're not charged until the trial ends. You can upgrade straight from any tier to any higher tier — you don't have to step through each level.

1. Go to Settings → Billing & Subscription
2. Click the upgrade button for the plan you want
3. Enter your payment info at the secure Stripe checkout page
4. You're redirected back to your dashboard on your new plan — with 14 days to try it out
5. At the end of the trial, your card is charged the new plan's monthly rate automatically

Downgrading

Want to move to a lower paid tier (e.g., Pro → Starter) without cancelling? You can do that right from Settings, and it takes effect at the end of your current billing period — so you keep everything you've already paid for until then.

1. Go to Settings → Billing & Subscription
2. Under Change plan, click Downgrade next to the lower tier
3. Confirm. You keep your current plan and all its features until your billing period ends
4. At the end of the period, you automatically switch to the lower tier and start paying its rate

Cancelling

You can cancel any paid subscription from inside the app. Cancellation always steps you back to the plan you had before your current one:

• If you cancel during a trial (you haven't been charged yet) — you immediately revert to your previous plan. No charge at all.
• If you cancel after your trial ended and have been paying — you keep access at your current tier until the end of your billing period, then transition to the previous tier.
• If you signed up directly to a paid plan (e.g., chose Pro at signup, never had Starter) — you revert to Free.

To cancel:

1. Go to Settings → Billing & Subscription
2. Click the Cancel subscription link (or Manage billing & invoices) — both open the secure Stripe Customer Portal
3. In the portal, click Cancel subscription to confirm
4. Your dashboard updates to reflect the new plan automatically

FAQ