An insulation CRM that carries the attic measurements from the hatch to the signed receipt.
An insulation job is measured in a cramped attic, quoted by area and material, blown by a crew with a machine, and closed out with paperwork the customer keeps. Generic field software stores a job and an invoice and leaves the measurements, the bag math and the receipt to a clipboard. We build the record the trade needs.
The numbers from the assessment have to flow to the quote, the truck and the receipt
An estimator measures square footage, existing depth and material, counts the recessed lights and bath fans, notes the hatch and the ventilation, and photographs everything by area. Those numbers set the air sealing scope, the bags or the foam sets, the crew hours and the R-value target. At the end of the job the same numbers, adjusted for what was actually installed, appear on a signed receipt that lists coverage, thickness and R-value by area. Any system that makes someone retype them three times invites the mistake that ends up on the paperwork.
Insulation also runs two businesses at once. The homeowner side is quotes against two or three competitors, each needing a follow-up, with options that let the buyer see what a higher target adds. The builder side is lots and plans, a price per house, draws instead of deposits, and a schedule driven by when the framing passes and when drywall is coming. A dispatch board built for one-off service calls handles neither well, and a spreadsheet beside it is where jobs get lost.
There are also hazards that stop a job cold: suspected vermiculite, knob-and-tube wiring, painted surfaces in a home old enough for the lead paint rules, rodent contamination, wet material under a roof leak. The record has to carry a hold with a reason until a person clears it. Our own companies run on a CRM we wrote for ourselves, and the insulation version is built around these facts.
What an insulation CRM has to track
Anything below that lives on a clipboard in the truck will eventually put a wrong number on the receipt.
The attic assessment as a record
Area by area: square footage, existing material and depth, penetrations to seal, ventilation and baffles, fans, lights, hatch, access and photos, saved to the address so the quote and every later visit start from the same measurements.
Quotes by area with good, better and best
Attic, walls, crawl space and rim joists as separate lines, each with an R-value target the homeowner can raise or lower, so your quote sits next to the competitors' and shows what each level buys. Our quote options guide explains the approach.
Material math that matches the truck
Bags estimated from the area and the target depth against bags actually blown, foam sets and lot numbers for spray jobs, and the initial and minimum settled thickness that loose-fill paperwork requires.
Hazard holds that block scheduling
Vermiculite, old wiring, lead paint era surfaces, rodent waste and wet insulation each stops the job with a stated reason and a date to revisit it, so a crew is never dispatched into an attic nobody has cleared.
Builder accounts by lot and plan
Each builder with its subdivisions, lots, plan types and agreed price per plan, the framing-passed date, the insulation inspection appointment, the drywall date and the draw invoice, so production sees what is ready to spray or blow this week.
The receipt and the fact sheet, from the job
The manufacturer's fact sheet attached to the quote with a record of when it was opened, and the signed, dated receipt assembled from the installed figures rather than retyped.
How we build it for an insulation contractor
Your stages, your materials and your builders, in accounts that belong to you.
A pipeline in your words
Lead, assessed, quoted, follow-up, approved, hold, scheduled, installed, receipt sent, with a separate production board for builder lots. Reports count attics and dollars at every stage and by source.
An estimator app for the attic
Area checklists, depth and material fields, photo capture tagged by area, hazard flags that create holds, and a quote that assembles on the tablet before the estimator leaves the driveway. It works without signal and syncs in the truck.
Equipment and crew scheduling
The blowing truck, the foam rig and the crews each have a calendar, because the machine is the bottleneck. Jobs are booked by zone and by the rig they need, with early starts in the hot months when attic time has to be short.
Partner and program tracking
Which HVAC company, roofer, home inspector, energy auditor, pest company or restoration firm sent each job, and which rebate program, if any, needs its own paperwork, photos and invoice format attached before the job is closed.
Online approval and payment
The homeowner picks an option, signs and pays by a link texted to their phone. The total is recalculated server-side at approval, so a tampered page cannot change what they owe.
Owner reporting
Assessments to signed jobs by source, bags estimated against bags blown, days from assessment to install, margin per job and per builder, on one screen.
What you own on day one.
Every account is opened in your company's name with you as the owner. If you ever leave, you change a password, not your business.
- Domain, hosting and the site files
- Phone numbers and call recordings
- The CRM and its database
- Email and text lists, with consent records
- Google Business Profile and every listing
- Analytics and Search Console
Custom CRM for insulation, answered.
Can it produce the receipt the FTC's insulation rule asks for?
Yes. The receipt is built from the installed figures on the job: coverage, thickness and R-value for each area, plus the settled thickness and bag count on loose-fill jobs. You confirm the numbers against the manufacturer's data, and questions about the rule itself belong with your lawyer.
Does it handle both spray foam and blown-in on the same job?
Yes. Each area carries its own material, so a job with closed-cell at the rim joists and cellulose on the attic floor shows both, with the right paperwork for each.
Can builders see their lots without calling us?
A superintendent can get a limited link that shows the lots on the schedule, the inspection dates and what is waiting on framing or drywall. No login to your system, and nothing from other builders.
Can it import jobs from the software we use now?
Yes. Customers, jobs, invoices and photos are exported, mapped to the new records, and both systems run side by side for a short period so nothing disappears.
Custom CRM for insulation. Owned by you.
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