Your Shop Desk
Insulation · Custom Shop Desk CRM

A Custom CRM for Insulation Contractors

Insulation jobs are won in the attic with a flashlight and a tape measure. Your desk would turn those square feet and R values into a quote on the spot, keep the rebate paperwork moving, and get the crew in before the season turns.

Start your project See desks we built
A Shop Desk set up the way a insulation business would run it
A Shop Desk set up the way a insulation business would run it

Shown: Summit Crest Air and Electric, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Insulation Words

Every insulation job moves down the same line. We name each stop the way your crew already does.

  1. 01Call
  2. 02Attic Inspection
  3. 03Quote
  4. 04Rebate Paperwork
  5. 05Install
  6. 06Final Photos
  7. 07Paid

An insulation job on your desk hangs off the home and its attic.

So the card asks for what you actually need, and nothing a insulation business would never fill in.

  • Square footage by area
  • Current and target R value
  • Blown, batt or spray foam
  • Air sealing notes
  • Rebate program paperwork
  • Before and after photos
Where it leaks

Where Insulation Businesses Lose Work

Quotes Written Back at the Office

Your estimator climbs down, drives back and types it up tomorrow. By then the homeowner has two other quotes in hand.

Rebate Paperwork That Stalls Payment

When a utility rebate is part of the deal, missing photos or forms hold up the money. Some jobs wait weeks on a signature nobody asked for.

Busy Season Crews Double Booked

Fall and early summer hit all at once. Without a clear board, two crews show up at one house and the other homeowner waits.

What we would build

Fitted to How You Already Work

  • Quotes Built in the Driveway

    Your estimator enters square feet and target R value by area, and the price comes from your rates. The homeowner signs from their phone before you back out.

  • Rebate Checklists on Each Job

    Each program gets its own list of photos and forms. The job shows what is still missing before it holds up payment.

  • Before and After Photos by Area

    Crews snap depth markers and attic shots from their phone. They land on the job and the customer page, ready for the rebate and your reviews.

  • A Crew Board With Real Dates

    Every crew and truck sits on one schedule with no double booking. Moving a job moves the text reminder with it.

Start your project

Questions

What Insulation Owners Ask

Can it handle spray foam and blown in differently?
Yes. Each material can have its own pricing, prep steps and job card, so your foam crew and your blowing crew see what they need.
Can it help with utility rebate programs?
It keeps the program's checklist, photos and forms on each job so nothing is missing. It does not file for you or promise approval, since that is the program's call.
Do I own the data if I stop using it?
Yes. You own the software, the data and the accounts. Your customer and job history stays yours.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

More in Home Services

All 150 industries

Tell Us How Your Insulation Business Runs

We will tell you honestly what a desk fitted to it would take.

Start your project