Automate the insulation back office — without it feeling robotic.

Insulation workflow automation is the part of insulation software that does repetitive office work for you, using simple when-this, then-this rules. You pick a moment — an estimate sits unscheduled for three days, a job gets approved, an invoice goes overdue — and you pick what should happen, like sending a follow-up text, creating the job, or notifying the dispatcher. In FieldCamp these rules run on top of your real insulation workflow, so estimate follow-ups, appointment reminders, on-my-way texts, status handoffs, review requests, and the weekly report all happen without anyone remembering to do them.

FieldCamp watches every estimate by status and age. When a quote is still unsold after a few days, it starts a follow-up sequence — a friendly check-in at three days, a gentle nudge at seven, and a last-chance message before it closes the estimate out. The moment the customer approves or declines, the sequence stops on its own, so no one gets messaged after they've already said yes. You set the wording and timing once, and it runs on every estimate after that.

Yes. Proposal follow-up automation is a built-in workflow: once a proposal is sent, FieldCamp keeps the thread warm with timed reminders until the customer signs, then stops automatically. You can send those messages by text or email in your own wording. If you'd rather the follow-up read and reply in a natural, back-and-forth conversation, you can hand it to an AI agent instead of a fixed sequence.

Yes. The same automation engine sends appointment reminders before a scheduled visit and an on-my-way text when the crew is heading to the job, so homeowners always know what to expect. That means fewer no-shows and fewer 'where's the crew?' phone calls to the office. Reminders and on-my-way texts are ordinary workflow rules, so you control exactly when they fire and what they say.

Automation runs fixed rules — when this happens, do exactly this — and it's perfect for predictable steps like reminders, handoffs, and the weekly report. AI agents are conversational: they read what a customer wrote and reply in natural language, using judgment, so they're a better fit when a back-and-forth is needed, like chasing down a blower door test date or answering a homeowner's question. Most insulation teams use both — automation for the mechanical steps, an AI agent where a real conversation helps. You can see the agents on the AI agents page.

Yes. The weekly owner report builds itself from the week's jobs, estimates sold, and money collected, and emails to the owner and each franchise on a set schedule — for example every Monday morning — without anyone opening a spreadsheet. It's a workflow like any other, so you choose who receives it and when it goes out. The same approach powers status-change handoffs, where an approved estimate automatically becomes a job and lands on the dispatch board.