Insulation Installer Software for Surveys, Funded Jobs and Scheme Paperwork

Mythex lets an insulation installer build a website with an eligibility check, survey and install booking sized by job type, a customer portal that shows exactly which funding document is missing, and a CRM that tracks scheme claims apart from the job itself. Describe your installs and schemes in chat and publish.

Where funded insulation work gets stuck

The install takes a day; the paperwork takes weeks. A funded loft or cavity job starts with an eligibility check, then a survey that may show the walls are unsuitable, then the install, then pre- and post-install photos and a submission to the scheme. The customer's benefit letter is in one email thread, the survey photos in another, the claim in a third. Funding schemes open, change and close with little notice, and when one is announced the phones ring for a month. Crews arrive to lofts full of boxes. Scheme payments land in batches weeks later with their own references. What helps is one record per property with its documents, its funding status and its job status kept side by side.

Eligibility pre-check before booking
Surveys booked separately from installs
Document checklist per funded job
Pre- and post-install photos per property
Funding status separate from job status
Scheme payments reconciled against jobs

What you can build for insulation installers

Tell the customer exactly what is missing

Each customer logs in to a checklist for their scheme: proof of benefits dated within the year, proof of ownership or landlord consent, and so on. Uploads go to the right item. Survey and install photos are stored against the property, the claim status is visible, and certificates and guarantees download after completion.

Build a customer portal for my insulation company. Each funded job has a document checklist for its scheme (benefit letter, proof of address, landlord consent) with received or missing status and the reason it is needed. Customers upload files to each item and see the funding claim status. After the install they download their certificate and guarantee.

Claims tracked apart from the job

Each customer has a property with wall type, loft access and existing insulation depth, a sales and job pipeline, and a separate funding status from documents requested to claim paid. Referral source is recorded, since many funded jobs come through councils and partners.

Make a CRM for an insulation installer. Each customer has a property with type, age, wall construction, loft access and existing insulation depth. Track the job (enquiry, surveyed, booked, installed) and separately the funding claim (documents requested, complete, submitted, paid, rejected). Record referral source.

Surveys first, installs sized by job type

Survey slots are booked on their own, since a survey may rule the job out. Install slots are sized by job type and grouped by area so a crew does two lofts in one town. The loft-clearance reminder goes with the confirmation and again two days before.

Create booking for my insulation business. Customers book a survey with property type and insulation interest. Installs are booked after survey with durations by type (loft, cavity, spray foam), grouped by town, and customers get a loft clearance reminder at booking and two days before.

Quotes that show ventilation and the funded share

Pricing by area and depth, separate lines for boarding, hatch changes and ventilation, and the full price, expected funded amount and customer share, marked as subject to eligibility.

Build a quote tool for insulation jobs priced by square metres and depth, with separate lines for loft boarding, hatch replacement and ventilation. Show full price, expected grant amount and customer contribution, marked subject to eligibility.

Scheme payments matched to the jobs they cover

Invoices split the scheme claim from the customer contribution with the scheme reference on each, materials by depth or area, and a weekly reconciliation of scheme payments against open claims.

Make invoicing for an insulation installer. Each invoice shows full price, the amount claimed from the funding scheme with its reference, and the customer balance. Record scheme payments as they arrive and match them to jobs, listing unmatched payments and unpaid claims.

Crews and machines on the same plan

Crews assigned by skill, vans and the cavity blowing rig as resources so two cavity jobs cannot clash, surveyors next to installers, and training and protective equipment expiry on staff records.

Build a crew schedule for my insulation business with installers by skill (loft, cavity, spray foam), vans and the cavity blowing machine as bookable resources, surveyor diaries alongside, and training expiry dates on each person.

Keep scheme information dated

Funding rules change often. On your website, say which schemes you are approved for and when the page was last updated, invite people to check eligibility, and avoid promising free work. Benefit letters and identity documents are sensitive, so check the data protection rules that apply where you operate.

Be honest about suitability

Cavity fill does not suit every exposed or damp-prone wall, and spray foam raises questions with some lenders and surveyors. Say so on the site and in the survey report, describe what you inspect first and what documentation the homeowner gets. Honest pages bring better enquiries.

When cavity fill is unsuitable
What is checked before spray foam
Documents handed over after install

Questions

Can customers upload their eligibility documents to a portal?

Yes. Each customer logs in, sees the checklist for their job and uploads files to your project's storage. Check the data protection rules for identity and benefit documents where you operate.

Can customers book an insulation survey online?

Yes. The booking form captures property type and the insulation they want, then offers survey slots.

Can an invoice show both the grant amount and the customer contribution?

Yes. Line items can show the full price, the funded portion and the balance due.

Do I need to code?

No. You describe how your jobs run and change things by chatting.

What does it cost?

You can build and publish on the Free plan with no card. Pro is $25 a month for a custom domain, code editing, export and more credits.

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