Construction and installation: Customer portal for insulation contractors
A customer portal for insulation contractors where owners and housing associations find survey photos, installation agreements, the schedule and, afterwards, a record of the work.
What customers of insulation contractors want to see.
After a survey, owners often hear nothing for a while, and when the quote arrives the survey photos are not with it. They no longer remember why part of the crawl space is excluded or what needs doing before the crew comes. Insulation contractors answer those questions by phone, dig out the photos and send them separately. Housing projects are harder still: the association wants the status per home, tenants want to know when the crew is coming, and afterwards the association wants a record per address of what was installed. Without one place that information scatters across emails and spreadsheets.
Customer portal for insulation contractors
Example- 1
Access per home or project
DoneA private owner gets access to their own home.
- 2
Show survey, agreements, schedule
In progressThe portal shows the survey photos with the work boundaries, the installation agreements per part of the home and the scheduled day with time slot.
- 3
Record the work and responses
NextAfter installation the owner sees photos of the material installed, the quantities and the signed job card.
From invitation to approval.
Access per home or project
A private owner gets access to their own home. A housing association gets a project overview with every address, and tenants see only what concerns them: schedule and preparation. Internal notes from advisers and crews stay out of the portal. Who has which role is set up at the start.
Show survey, agreements, schedule
The portal shows the survey photos with the work boundaries, the installation agreements per part of the home and the scheduled day with time slot. Below that is what the resident needs to do beforehand, such as clearing the hatch. If the schedule changes, the resident sees it immediately.
Record the work and responses
After installation the owner sees photos of the material installed, the quantities and the signed job card. Responses and questions land with the home. Associations see the status per address and can use the overview for their own records. Questions never get lost in a personal inbox.
Less email, the same records.
Insulation contractors now share survey reports, quotes and schedules by email, and associations get spreadsheets of addresses and statuses. The portal becomes the place with the current version. Survey photos come from the survey report, the schedule from the planner, the work record from the job card. The owner or association owns decisions and contact details, you own reports and the work. Associations can keep receiving exports in the format their records use.
Share survey photos or a summary
Survey photos of a crawl space are not always pleasant to look at, but they make clear why part is excluded. A summary without photos is tidier but raises questions. Showing both, the summary at the top and the photos beneath, usually works best for owners who want the detail and those who do not.
Tenant access or via the association
On housing projects the association can inform its tenants itself. That keeps the line short, but messages sometimes do not arrive. Giving tenants limited access with schedule and preparation, with the association copied in, stops the crew facing a closed door. The crew can also see who has confirmed.
Show work per home or per project
A private owner wants to see their own home. An association mainly wants to know how many homes are done, where things stall and what was installed per address. A project overview that clicks through to each home serves both, with the same data underneath, and an owner never sees other people's homes.
How it already runs at similar businesses.
What customers find in the portal.
Every owner gets access per home and sees the survey, agreements and schedule there, and after installation the photos and quantities. Before the first invitations go out, we look together at how the portal appears to a private owner having floor insulation and to an association with a street full of homes where a few tenants were out. Overviews and exports per housing project and a separate view for tenants can be switched on as soon as the first association takes part.
View pricingSupport and updatesGood to know.
Explore pricing and optionsCan an owner see the survey photos of their crawl space?
Yes, the survey photos sit with the home, along with the work boundaries. The owner sees why part will not be insulated and what needs doing before installation, without having to crawl in themselves. Nothing is hidden in a separate email.
What do tenants see on a housing project?
Tenants see the scheduled day and time slot, what to do beforehand and a way to get in touch. They do not see prices, quotes or reports. After installation they can see a short confirmation that the work is done.
Can associations export the data?
Yes, an association can export an overview per project with addresses, status, installed quantities and date. We match the format to what the association uses, so it can be processed in its own records. No retyping is needed on their side.
Does the portal stay available after handover?
Yes, the record of what was installed stays available. That is useful when the home is sold, for a question about a warranty statement or when the owner later wants another part of the home insulated.
What often connects to this.
- Digital job cards for insulation contractorsDigital job cards for insulation contractors with the survey report and work boundaries, so the crew knows where the work starts and stops and records deviations on site.
- Website for insulation contractorsA website for insulation contractors that explains cavity wall, floor, crawl space and roof insulation per type of home, including the access and preparation needed before a survey makes sense.
- Enquiry form for insulation contractorsAn enquiry form for insulation contractors that asks about construction, area and access to the crawl space, cavity or loft, so the office knows whether a survey can go ahead.
One place for your customers.
Start with a short intake. Then we schedule a call to show the software with your services, team and way of working.
WhatsAppinfo@vorlyo.com Customer portal for insulation contractors: survey photos, installation agreements, schedule and handover per home in one place, for housing associations too.
- Access per home or project
- Show survey, agreements, schedule
- Record the work and responses