Release the correct revision
Record approvals against the exact gate or assembly configuration and invalidate affected decisions when it changes.
Fencing fabrication and installation
Custom Gate Fabrication-to-Installation Workflows
Coordinate custom-gate orders from controlled drawings through fabrication and installation. The workflow keeps customer acceptance, technical release, material readiness and site scheduling distinct. Each handoff carries the accepted revision and the evidence needed by the next owner.
The shop starts from one drawing while the installation team and customer discuss another.
Explore your process in a demo, or get our shared two-way sync architecture guide.
When this fits
Built for this operating problem
US commercial fencing and gate businesses with 100–1,000 employees that fabricate or supply materials and install projects.
Show work already committed
Include material and fabrication progress in postrelease change reviews so the commercial consequence is visible.
Separate shop and site readiness
Finished fabrication does not establish staging, site access or a confirmed crew assignment.
The process, end to end
Follow the work across systems
a customer accepts the gate appearance while a final dimension remains unresolved. The workflow preserves the commercial decision but holds fabrication release until the qualified owner confirms the production requirement.
Scope your implementation
Bring these details to the demo
- Controlled drawing references
- Customer and technical approval roles
- Material and production prerequisites
- Site-release and scheduling process
Review current platform pricing alongside the records, volume, and actions in your process. Use your own operating baseline to evaluate the economics.
Explore your process in a demo, or get our shared two-way sync architecture guide.
From foundation to action
One connected operating process
01
Two-way sync
Keep shared customer, order, and operational records aligned, with clear field ownership.
Explore two-way sync 02Workflows
Move approved work between systems, assign exceptions, and confirm the result.
Explore workflows 03AI agents (Genies)
Investigate cross-system questions, assemble the evidence, and prepare the next action.
Explore ai agents (genies) 04EDI
Connect trading-partner documents to operational records and exception handling.
Explore ediGo deeper
Implementation guides for your team
- Custom Gate Orders: Route Approved Drawings Through Fabrication Release and Installation Scheduling
Coordinate custom-gate drawing approval, production release and installation scheduling through separate controlled decisions.
- Fence-Installation Scope Changes: Reconcile Linear Footage, Gate Counts, and Approved Billing
Turn fencing field changes into reviewed quantities and billable revisions without losing measurement or approval evidence.
Explore all fencing fabrication and installation integration and automation guides ↗
Common evaluation questions
Can this make design decisions?
No. Qualified technical and production personnel retain design and fabrication authority.
Does every revision restart the whole job?
The workflow should identify the affected scope so unchanged approved work stays recognizable.
How should we judge the result?
Review whether production and installation use the same accepted revision and whether changed prerequisites reach their owners before release.
Should two-way sync be running before we build custom-gate workflows?
Yes, in most cases. Two-way sync between Salesforce and NetSuite keeps the customer scope approval and the order the shop builds against pointed at one drawing revision. This workflow then adds the handoffs: dimensional review to the technical owner, fabrication release to the production authority, site release to scheduling. Genies follow when coordinators want the outstanding prerequisites, measurement references and work-in-progress evidence collected for those approvers. EDI is a separate transport for steel and fence-material supplier documents into NetSuite, not a workflow step.
