Built for Insulation Companies

Respond Faster to Spray Foam, Energy Audit, and Insulation Leads.

Capture attic insulation, spray foam, energy audit, and retrofit leads automatically. Track rebate eligibility, manage assessment scheduling, send invoices, request reviews, run campaigns, and see your entire insulation business from one dashboard.

No contracts
Pilot available
Built for the trades
AI-assisted workflows
The Problem

What Insulation Companies Struggle With

These problems cost you real money every single week. Most insulation owners just accept them as part of the business.

Education-Heavy Sales Process

Most homeowners do not think about insulation until their energy bill spikes. They do not know what R-value is, what type of insulation they have, or why it matters. Your intake needs to educate and qualify at the same time.

Energy Rebate Coordination Adds Complexity

When utility companies announce rebate programs, calls flood in. Each program has different requirements, deadlines, and documentation. Without tracking which leads qualify for which rebates, you miss the financial incentive that closes the sale.

Energy Assessment Scheduling Is Bottlenecked

A proper insulation quote requires an on-site energy audit or inspection. These take 60-90 minutes. Without efficient scheduling and geographic routing, your assessor wastes half the day driving between appointments.

Competing with Big Box Stores on Speed

Home Depot and Lowes offer blown-in insulation installation. You compete on expertise, quality, and response time. If your follow-up is slow, homeowners default to the easier option.

Seasonal Demand Creates Revenue Gaps

Summer heat and winter cold drive insulation calls. Spring and fall are slow. Without seasonal campaigns tailored to each pain point, your schedule has months of dead time between surges.

The Platform

What ServicePulse AI Does for Insulation Companies

One command center for leads, operations, marketing, AI, invoices, reviews, and reporting. Everything your insulation business needs to grow.

Lead Capture

  • Missed-call text-back can respond quickly to insulation customers through configured workflows.
  • Web forms, connected lead sources, and referrals flow into one inbox where configured.
  • AI-assisted workflows can collect job details and support booking where enabled.

Operations

  • Dispatch board shows jobs, crew, and status where operations modules are enabled (Scale+).
  • Automated reminders can help reduce no-shows where configured.
  • Invoices, estimates, and payments tracked where modules are enabled.

Growth/Marketing

  • Review request workflows can trigger after completed insulation jobs where enabled.
  • Reactivation campaigns available in Command Center or through scoped Stoke Media services.
  • Seasonal campaigns, referral programs, and email workflows available by plan or scope.

Visibility

  • Dashboard with KPIs based on connected data: leads, jobs, revenue, reviews.
  • See which lead sources produce insulation opportunities where tracking is configured.
  • Reporting available by plan. Executive dashboards in Command Center+.

AI

  • AI-assisted workflows can support calls, texts, and lead response where enabled by plan.
  • Configurable for insulation terminology and common customer questions.
  • Escalates emergencies to your team based on configured rules.
Lead to Cash

A Day in the Life with ServicePulse

Here is exactly what happens when a insulation lead comes in.

1

Homeowner gets a high energy bill

Their winter gas bill was $450. They start researching why and discover their attic insulation may be insufficient. They call your number for an assessment.

2

AI educates and qualifies

The system asks about their home age, current insulation type, which areas are uncomfortable, and whether their primary concern is comfort, energy savings, or both.

3

Energy assessment scheduled

An energy assessment is booked. The system explains what to expect during the visit and asks about attic access and crawl space availability.

4

Proposal follow-up with rebate info

After the assessment, the system sends the proposal along with information about available utility rebates and tax credits, where applicable, to strengthen the financial case.

5

Installation scheduled with prep instructions

Once approved, the system schedules the installation, sends prep instructions, and coordinates any follow-up work needed.

6

Comfort verification and review requested

After installation, a follow-up checks on comfort improvement and requests a review. "How is the house feeling? Notice a difference in your energy usage?"

Example Dashboard View

Insulation KPIs at a Glance

Sample metrics showing the kind of data your dashboard would display once connected.

12
Attic Insulation Leads
6
Spray Foam Leads
8
Energy Audit Requests
5
Retrofit Leads
14
Assessments Scheduled
9
Rebate-Eligible Jobs
$11,400
Open Invoices
7
Reviews Requested

Demo data shown. Your dashboard reflects your actual business numbers.

Growth Engine

How Stoke Media Helps Insulation Companies Get Found

ServicePulse does not just catch leads. Stoke Media, our in-house agency, helps you generate them.

Winter energy savings campaigns: "Is your home losing heat through the attic? Insulation upgrades can pay for themselves in energy savings."

Utility rebate awareness campaigns when local programs are active, driving demand with financial incentives and deadlines.

Summer comfort campaigns: "Hot upstairs rooms? Attic insulation is the fix. Schedule an assessment."

New construction spray foam campaigns targeting custom home builders who want energy-efficient envelopes.

Crawl space encapsulation campaigns targeting homes with moisture and humidity issues.

Reactivation sequences for homeowners who received an insulation proposal but never scheduled, recovering opportunities tied to rebate deadlines.

See It In Action

What Your Customers Experience

A real example of how our AI handles a insulation inquiry.

ServicePulse AI
Responding for your insulation company
Our energy bills are really high and the upstairs rooms are always hot in summer. I think we need more attic insulation.
Hot upstairs rooms are one of the most common signs of insufficient attic insulation. How old is your home, and do you know what type of insulation is currently up there -- fiberglass batts, blown-in cellulose, or not sure?
Built in 1998. I looked up there and it is the pink fiberglass kind but it seems really thin. Maybe 4-5 inches.
A 1998 home with 4-5 inches of fiberglass batts is probably at R-13 to R-19. Current recommendations are R-38 to R-60 depending on your climate zone, so there is room for improvement. We can do an energy assessment to measure exactly what you have and recommend the best solution. There may also be utility rebates available in your area. We have openings this Thursday and Friday. Which works better?
Thursday. How long does the assessment take?
Thursday is booked. The assessment typically takes about 60-90 minutes. Our assessor will check the attic, measure the current insulation depth, look for air leaks, and assess the overall thermal envelope. You will get a detailed proposal with options, pricing, and any applicable rebate information. You will get a confirmation text shortly.

Fast response workflows · After-hours coverage where enabled · Human escalation when needed

Field + Customer Access

Mobile App for Your Crew. Portal for Your Customers.

Your techs see their schedule and update jobs from the truck. Your customers see their appointments, invoices, and job history online.

Mobile App

  • View and update job status from the field.
  • See today's schedule, customer info, and job notes on your phone.
  • Upload photos from the job site. They attach to the customer record automatically.
  • Techs get push notifications when new jobs are dispatched.
  • Clock in, clock out, and log hours from the app.

Customer Portal

  • Customers log in to see appointment details, tech name, and arrival window.
  • View and approve estimates online. No printing, no scanning, no faxing.
  • Pay invoices from the portal with a credit card or ACH.
  • See job history, uploaded photos, and warranty info in one place.
  • Request service or schedule follow-up work directly from the portal.

Insulation FAQ

Common questions from insulation company owners.

The AI is configured to educate homeowners during intake. It asks about home age, current insulation type, and comfort issues, then explains R-value basics and what improvements are possible. This builds trust and qualifies the lead before your assessor invests time on site.

Yes. You can configure the system with current rebate details for your area. When a lead comes in, the AI can mention available rebates as part of the conversation, which can strengthen the financial case for the upgrade.

Summer campaigns focus on hot upstairs rooms and attic heat. Winter campaigns focus on high energy bills and cold drafts. Each season has different pain points that drive demand. The system sends targeted messages based on the time of year, depending on your campaign setup.

Yes. After installation, you can send an invoice directly from the platform. Customers can pay online through the customer portal with a credit card or ACH, depending on your setup.

Yes. The dashboard shows attic insulation leads, spray foam leads, energy audit requests, retrofit leads, assessments scheduled, rebate-eligible jobs, open invoices, and reviews requested.

We also serve:

HVAC · Plumbing · Roofing · Electrical · Concrete · Foundation Repair · Painting · Excavation · Landscaping · Pest Control · Pool Service · Garage Doors · Fencing · Flooring · Septic · Irrigation · Tree Service · Gutters · Siding · Insulation · Solar · Fire Protection · Glass · Welding · Drywall · Tile · Masonry · Decks · Remodeling · General Contracting

Stop Losing Insulation Jobs to Missed Calls, Weak Follow-Up, and Scattered Tools

Every slow response, forgotten estimate, and disconnected insulation lead can create an opening for a competitor. Start by finding where your insulation business may be leaking revenue.

Pulse AI

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