Insulate Me: plot calculator and paperwork automation
Insulate Me is a Trustmark and BBA accredited insulation contractor in the Midlands. We built a plot calculator for instant quoting and automated their paperwork processes online.
Manual quoting and paper-heavy processes
Insulate Me offers cavity wall, loft, external wall, and room-in-roof insulation across the Midlands. Every quote required a site visit or a lengthy phone call to gather property details — square meterage, wall type, insulation method. The team was spending significant time producing quotes manually, and homeowners were often waiting days for a price.
On top of that, the paperwork involved in each job — compliance documentation, Trustmark submissions, BBA certifications, customer agreements — was all handled on paper or through disconnected spreadsheets. As the business grew, this was becoming a bottleneck.
Instant quotes and digital paperwork
Plot Calculator
Homeowners enter their property details — type, size, insulation method — and get an instant ballpark quote on the website. No phone call needed. Qualified enquiries feed directly into the sales pipeline.
Online Paperwork Automation
All job documentation moved online — customer agreements, compliance forms, Trustmark submissions, completion certificates. Generated automatically from job data, no duplicate entry.
Trustmark & BBA Compliance
Every document template is built to Trustmark and BBA standards. Compliance paperwork is generated correctly every time, stored digitally, and easy to retrieve for audits.
Lead Capture
The calculator acts as a lead generation tool. Homeowners who get a quote are captured as warm leads with their property details already on file, making follow-up calls faster and more informed.
Faster quotes, less paperwork
online quotes for homeowners
all paperwork moved online
Trustmark and BBA standards built in
“The plot calculator means homeowners can get a price straight away without waiting for us to call back. And moving all our paperwork online has saved us a huge amount of time on every job.”
— Insulate Me
Want to automate your quoting and paperwork?
Book a call and we will show you what we can build for your trade business.