This checklist covers every step of a fence project from initial planning through post-installation inspection. It's organized in chronological order — work through it top to bottom and you'll avoid the most common (and expensive) mistakes homeowners make.
Based on the AFA's Fence Installation School site preparation and installation modules.
Phase 1: Planning (2–4 Weeks Before Installation)
Property Research
- ] Get a **property survey** or locate existing survey pins ($300–$600). [Why it matters →
- ] Check your **property plat** for easements (utility, drainage, access). [Easement guide →
- ] Review **HOA CC&Rs** for material, height, style, and color restrictions. [HOA guide →
- ] Check **local building codes** for height limits and setback requirements. [Height regulations →
- ] Determine if a **fence permit** is required. [Permit guide by state →
Design Decisions
- ] Choose **fence style** based on your needs (privacy, security, decorative, pet containment). [Privacy styles →
- ] Choose **material** based on climate, budget, and maintenance tolerance. [Cost per foot guide →
- [ ] Determine height (check code limits and HOA rules)
- ] Plan **gate locations** and sizes (walk-through, vehicle, both?). [Gate guide →
- [ ] Measure the total linear footage needed
- ] Decide: **DIY, professional, or hybrid?** [DIY vs pro →
Budget
- ] Get base cost estimate using our [cost per foot guide
- ] Add **hidden costs**: permit, survey, old fence removal, gates, staining, terrain. [Hidden costs guide →
- [ ] Set a total budget (add 15–20% contingency)
Phase 2: Contractor Selection (1–2 Weeks)
- ] Get **3–5 written quotes** from licensed contractors. [Find contractors →
- ] Verify **license and insurance** (general liability + workers' comp). [Questions to ask →
- [ ] Ask about post depth, concrete cure time, and 811 process
- [ ] Check references and photos of recent similar projects
- [ ] Compare quotes for what's included vs. excluded
- [ ] Review the workmanship warranty (1–5 years is standard)
- [ ] Sign a written contract that includes: materials, timeline, payment schedule, warranty, and what's excluded
- [ ] Pay deposit (25–35% is standard — never 100% upfront)
Phase 3: Pre-Installation (1–2 Weeks Before)
- [ ] Pull the fence permit (you or the contractor)
- ] **Call 811** for utility marking — minimum 2 business days before digging, per AFA standards. [811 guide →
- ] **Notify your neighbor** if building on or near the property line (required in California, recommended everywhere). [Property line guide →
- [ ] Remove the old fence (if DIY) or confirm it's included in the contract
- [ ] Clear the fence line — move furniture, toys, planters, and trim overhanging branches
- [ ] Mark sprinkler heads and invisible dog fence wires (811 doesn't mark these)
- [ ] Confirm the start date with the contractor
Phase 4: During Installation (Verify These)
Day 1: Post Holes and Setting
- ] Post holes are **at least one-third of total post length** deep. [Post depth guide →
- [ ] Post holes are 3× the post diameter wide (10–12" for 4×4 posts, 14–16" for gate posts)
- [ ] Posts are plumb in two directions (check with a level)
- [ ] Posts are aligned with each other along the string line
- [ ] Concrete is crowned above grade (slopes away from the post for drainage)
- [ ] Gate posts are set deeper and wider than line posts
- [ ] No fence work on posts until concrete cures 48–72 hours
Day 2–3: Rails and Panels
- [ ] Rails are level and securely fastened
- [ ] Pickets/panels are evenly spaced and consistently attached
- [ ] Bottom clearance is consistent (2" above grade is typical)
- [ ] Screws are used (not nails — nails work loose over time)
- [ ] All end grain (board tops/bottoms) is treated or sealed
Gates
- [ ] Gate swings freely without dragging or binding
- [ ] Gate latches positively every time
- [ ] Gate post is not leaning under the gate weight
- ] **Self-closing mechanism** works (if required for pool barrier). [Pool fence guide →
- [ ] Gate clearance is adequate on all sides
Phase 5: Post-Installation Inspection
Before making final payment:
- [ ] Walk the entire fence line checking for consistency
- [ ] Verify all posts are plumb (not leaning)
- [ ] Check panel alignment — are boards straight and even?
- [ ] Test every gate — open, close, latch, repeat
- [ ] Verify cleanup — concrete spills, debris, old materials removed
- [ ] Confirm the fence matches the permit (height, location, material)
- [ ] Schedule city inspection if required by your permit
- [ ] Obtain the workmanship warranty in writing
- [ ] Make final payment only after inspection and satisfaction
Phase 6: After Installation
Within 30 Days
- ] **Schedule staining** for wood fences (wait 3–6 months for new wood to dry, but schedule now). [Staining guide →
- [ ] Submit HOA completion notice if required
- [ ] Close the permit with your city (some require a final inspection sign-off)
Ongoing Maintenance
- ] **Annual inspection** — check posts, panels, hardware, gates. [Maintenance schedule →
- [ ] Stain/seal wood every 2–3 years (cedar) or 1–2 years (treated pine)
- ] **Clean vinyl** once or twice yearly. [Vinyl maintenance →
- ] **Touch up metal** fence chips/scratches immediately. [Rust prevention →
Frequently Asked Questions
How long does the entire process take?
Planning: 2–4 weeks. Contractor selection: 1–2 weeks. Pre-installation: 1–2 weeks. Installation: 1–3 days. Total: 4–8 weeks from decision to finished fence.
What's the most commonly skipped step?
Property survey and easement check. Homeowners assume they know where the line is. Assumption + fence = potential forced removal. The $300–$600 survey is the cheapest insurance in this entire checklist.
Can I use this checklist for DIY?
Yes — skip the contractor selection section and apply everything else. The installation verification phase is especially important for DIY: check your own work against these standards before considering the project complete.
Find a Fence Contractor Near You
- Dallas fence companies
- Tampa fence companies
- Phoenix fence companies
- Atlanta fence companies
- Charlotte fence companies
- Browse all fence companies →
Are you a fence contractor? Apply for FA Verified status →
*Checklist based on American Fence Association Fence Installation School site preparation, post setting, and concrete modules.*