Free CRM for insulation contractors

Turn attic walkthroughs into scheduled installs

Insulation bids are easy to put off until the next cold snap. Puffly keeps every walkthrough, bid and builder contact in front of you so the job gets scheduled.

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Where insulation contractor leads come from

  • High energy bills

    A homeowner with a hot upstairs or a big utility bill searches for a fix. The problem is often the attic.

  • Energy audits and utility programs

    Auditors and rebate programs point homeowners toward insulation, and the paperwork can affect when they decide.

  • HVAC and remodeling contractors

    The company replacing a furnace or opening a wall often tells the homeowner to insulate while it is open.

  • Builders and general contractors

    New construction and additions need a sub for walls, attics and crawl spaces on a schedule.

What slow follow up costs a insulation contractor

Insulation is easy for a homeowner to delay, since nothing is broken. A bid that sits for two weeks gets buried under other projects, or a second contractor shows up with a cheaper number. For builders, a late reply on a bid can cost you the whole subdivision.

A pipeline that fits a insulation contractor

Puffly’s pipeline is yours to name. Here is one way a insulation contractor could lay it out.

  1. Walkthrough bookedVisit set, with notes on attic access and any known problem rooms.
  2. AssessedYou have looked at the attic or walls and know the scope.
  3. Bid sentMaterials, R-value goal and price in writing.
  4. Install scheduledCrew and material date confirmed with the customer.
  5. Installed and walkedDo a final walkthrough, then ask for a review.

Follow up moments worth a reminder

  • Bid sent for blown-in attic insulation and the homeowner is waiting on a rebate

    "Hi [name], any luck with the rebate paperwork? If you send me what you have, I can help make sure our bid matches what the program needs."

  • A builder asked for a bid on a set of new homes last week

    "Hi [name], I want to make sure you have everything you need on the [project] bid. I can update the numbers if the plans changed."

  • Install finished two days ago

    "Hi [name], hope the house feels different already. If you're happy with the work, a quick review would be a big help to us."

Puff, your AI teammate, can draft these messages and line up who to call next. Outreach waits for your approval unless you choose otherwise.

The shape of the year

Homeowners think about insulation when it gets cold or when the upstairs bakes, so calls pick up in the fall and again in early summer. New construction follows its own calendar, so keep builders on a steady check in schedule instead of waiting for the phone to ring.

Questions from insulation contractors

Can I track builders and general contractors as companies?

Yes. Puffly has companies and contacts, so you can group every project and person under the builder who sends you work.

Does Puffly calculate insulation bids?

No. You build the bid your way, and Puffly's quotes help you send it and follow up. Puff does not price your jobs.

How do I follow up without nagging?

Puff drafts short, friendly messages tied to what you actually discussed, and you approve each one before it goes out.

Start with the free CRM.

Leads, contacts, deals, tasks and your own branded lead form cost nothing. No card to start. Bring your leads in from a Google Sheet or add them by hand.

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