Production Playbook: Insulation

1. Purpose & Scope

Run every approved insulation job — blown-in, batt, or spray foam — through the same disciplined production sequence. Applies to every insulation project moving from sales approval through closeout.

2. Step 1 — Sales Handoff

Sales → Production CoordinatorReceive the complete file from sales.

• Receive the job file from sales: contract, scope, measurements, photos, special notes.
• Sales tags the Production Coordinator on ProLine.
• Confirm homeowner expectations, insulation type (blown-in, batt, spray foam), R-value, areas to insulate, access notes, and any promised add-ons (air sealing, baffles, etc.).

3. Step 2 — Verification

• Confirm attic access, existing insulation, ventilation, wiring, ductwork, and any obstructions.
• Verify job photos in CompanyCam: review every photo for accuracy.
• Request missing photos when needed.
• Verify package selection: confirm choices and document them on ProLine.
• Ensure scope matches the contract and ProLine.

4. Step 3 — Move to “Ready for Install” on ProLine

• Confirm all data is complete.
• Mark the job as ready for the production workflow.

5. Step 4 — Order Materials

• Submit the material order to the supplier with correct quantities.
• Confirm delivery (or pick-up) date, drop location, and special instructions.
• Upload order confirmation to the job file in ProLine.
• Track every receipt for materials in ProLine and/or CompanyCam.

6. Step 5 — Schedule Crew

• Assign the insulation crew based on job type and complexity.
• Confirm crew start time and equipment needs: PPE, blower, hoses, ladders, scaffold.

7. Step 6 — Confirm With Sales (Sales Confirms With Homeowner)

• Notify the salesperson of the scheduled date.
• The salesperson confirms with the homeowner.
• Wait for homeowner confirmation before finalizing.

8. Step 7 — Move to “Job Scheduled” on ProLine

• Update CRM status and the internal schedule.

9. Step 8 — Pre-Install Preparation (Day Before or Morning Of)

Yard Sign

• Place a yard sign in a visible, pre-approved location.

Before Pictures

• Take attic-access photos, insulation levels, ductwork, and any pre-existing issues.

Cover Anything That Needs Protection

• Protect flooring, walls, and homeowner belongings near attic access.

Check Ventilation

• Verify ventilation and note any changes that will need to be made.

10. Step 9 — Move to “In-Progress” on ProLine

• Update the CRM when the crew begins work.

11. Step 10 — Verify Material Delivery

• Confirm the correct insulation type and quantity arrived on site.

12. Step 11 — Oversee Job Install

• Ensure proper air sealing.
• Install baffles and ventilation as needed.
• Install insulation to correct depth and R-value.
• Verify foam application (when applicable).
• Monitor safety and cleanliness.

13. Step 12 — Get Extra Materials (If Needed)

• Acquire additional insulation or supplies quickly.

14. Step 13 — Job Cleanup

• Vacuum the attic-access area.
• Remove debris and containment materials.
• Confirm the attic access is sealed properly.

15. Step 14 — Finalize With Homeowner

• Show before/after photos.
• Explain the new insulation depth and improvements.
• Answer questions.

16. Step 15 — Take Returns to Vendor

• Return all unused items to the vendor they came from.

17. Step 16 — Move to “Job Complete” on ProLine

• Update the CRM.
• Upload all final documentation to ProLine and CompanyCam.

18. Step 17 — Hand Back to Sales Team

• Notify the salesperson the job is complete.
• Sales handles final inspection, invoicing, and closing.

19. Related Documents

• Production Playbook: Roofing — companion workflow for roofing jobs.
• Install Day Playbook — on-site install execution.
• Spray Foam Rig Efficiency — daily crew operating standard.
• Insulation Sales Training: Winter Focus — what sales is selling against.

20. Revision History