AI Receptionist for Insulation Installers
Qualify Every Grant Enquiry Before a Competitor Lodges It

Insulation work is largely grant-funded and eligibility-gated, so a missed call is not just a lost job. It is an unqualified ECO4 or Great British Insulation Scheme enquiry that the next installer will capture and lodge first. Each one needs proper benefits, EPC and tenure qualifying before you send a surveyor. DeskCaller's AI answers on the first ring, gathers those eligibility signals, and books the survey into your calendar. Live the same day.

24/7
Survey enquiries answered
First ring
Every caller reaches a person
Same day
Set-up and go live

Why Insulation Installers Lose Surveys

Every missed call is a loft, cavity or wall insulation job going to the installer who answered first.

You can't answer while you're up a loft or feeding a cavity

You're on your knees rolling out loft insulation, or drilling and pumping bead into a cavity wall with the gun running. The mobile rings with a homeowner asking about a survey after a cold winter and a poor EPC. You can't stop mid-fill to take it. By the time you're down and cleaned up, they've rung the next installer on their list and booked with whoever picked up first.

Homeowners ring round several installers and book the one who answers

People research loft, cavity wall and underfloor insulation of an evening, then call their shortlist the next morning. Whoever answers, explains the survey clearly and offers a date gets the job. Your voicemail sits there while the enquiry goes elsewhere. Every missed ring is a survey you never got the chance to quote.

Survey and material questions need a clear, consistent answer every time

Callers ask about cavity wall versus external wall insulation, whether spray foam will affect a future mortgage, damp and condensation after a job, and whether any funding might apply. An unsure answer or a wrong claim about a grant loses their confidence. They want an installer who sounds like they know the trade before they'll book a survey.

Built for Insulation Installers
From Loft Top-Ups to Survey Booking

DeskCaller understands loft, cavity wall, external and internal wall, and underfloor insulation, and handles damp and funding questions honestly. It books surveys with the confidence of your best surveyor.

24/7 Survey Booking

Answer homeowners the moment they ring about a cold home, condensation or a poor EPC. Capture the property type, age and problem rooms, then book a survey straight into your calendar, including evenings and weekends.

Loft, Cavity & Wall Guidance

Explain the difference between loft, cavity wall, internal and external wall, and underfloor insulation in plain terms. Set expectations for a survey without over-promising, so callers arrive at the appointment already understanding the options.

Funding Enquiry Handling

When a caller asks about help with costs, take their details and note that we can check whether any funding may apply at the survey. No invented eligibility or savings figures, just an honest next step and a booked appointment.

Hands-Free While Installing

Answer every call while your team is up in a loft, pumping a cavity or fixing boards to an external wall. No downing tools, no dusty phone in a glove, no missed enquiry because both hands were on the job.

Syncs With Your Systems

Every enquiry creates a record with the property details, insulation type and survey slot, synced to your calendar and CRM. No re-keying names and postcodes off a voicemail at the end of a long day.

New Build & Commercial Routing

Spot builder and developer enquiries for new-build specifications and route commercial jobs (offices, units, warehouses) to whoever prices them. Domestic retrofit calls go straight to survey booking. Each type is handled its own way.

Service Area Qualification

Ask for the postcode and confirm it sits within the area you cover. If it's outside your radius, decline politely or pass on a referral, so you're not sending a surveyor an hour up the motorway for a job you'd never take.

Photos Before the Survey

Text the homeowner a link to send photos of the loft hatch, existing insulation, or damp and condensation on the walls. Review before you arrive so the surveyor turns up prepared for the property.

Damp & Condensation Triage

Pick out callers reporting damp, black mould or heavy condensation and flag them for a prompt survey and the right ventilation questions. Sensitive cases get a careful, honest response rather than a hard sell.

Seasonal Demand Cover

Handle the autumn and winter surge when cold homes and high heating bills push everyone to enquire at once. Unlimited simultaneous calls means no engaged tone during your busiest weeks and no seasonal temp to train.

Follow-Up Reminders

If a homeowner hasn't decided a couple of days after their survey, prompt a friendly follow-up. After a completed job, invite a review and check the rooms feel warmer. Quotes waiting on a decision get a nudge before they go cold.

Comparing Other Quotes

When a caller mentions a quote from another installer, take the detail calmly, note what's included, and book a survey so you can put a proper written comparison in front of them, on materials, workmanship and guarantee.

See It In Action

Real call transcript: Cold Home Insulation Survey Booking

Duration: 3 min 05 sec โ€ข Outcome: Survey booked, cavity wall and loft enquiry qualified

AI Receptionist:
"Good afternoon, thank you for calling Warmshield Insulation. This is Emma. How can I help with your insulation today?"
Customer:
"Hiya. Our house is freezing all winter and the heating bills are through the roof. Someone said we probably need better insulation but I'm not sure what."
AI Receptionist:
"That's a really common one, and it's exactly what a survey sorts out. Can you tell me a bit about the property? Roughly how old is it, and is it a detached, semi or terrace?"
Customer:
"It's a 1970s semi. Two floors, three bedrooms. There's a bit of old insulation up in the loft but it looks thin, and I've no idea about the walls."
AI Receptionist:
"Thank you. A 1970s semi often has cavity walls and a loft that could do with topping up to current levels. We wouldn't guess over the phone, though. A surveyor checks the loft, the walls and underfloor where they can, and tells you exactly where the heat's escaping."
Customer:
"Is there any help with the cost? A neighbour mentioned some sort of scheme."
AI Receptionist:
"There are funding schemes about, and eligibility depends on the property and your circumstances, so I won't promise anything over the phone. What I can do is note it down and the surveyor will check whether any funding may apply while they're with you."
Customer:
"That's fair enough. And does the survey cost anything?"
AI Receptionist:
"The survey is free and there's no obligation. It takes around 45 minutes. You'll get a written report and a quote afterwards. Shall I find you a slot?"
Customer:
"Yes please."
AI Receptionist:
"I've got Thursday the 14th at 2pm, Friday the 15th at 10am, or Saturday the 16th at 9am. Which suits?"
Customer:
"Saturday at 9 would be ideal."
AI Receptionist:
"Lovely. I've booked your free survey for Saturday the 16th at 9am with one of our surveyors, and you'll get a text confirmation with a mobile number. Can I take the address and postcode?"
Customer:
"Yes, 42 Elm Road, postcode RG7 4QT."
AI Receptionist:
"Got that, 42 Elm Road, RG7 4QT. You're all set for Saturday at 9am. Anything else I can help with?"
Customer:
"No, that's brilliant. Thanks very much."

Connects to Your Retrofit and Compliance Tools

Survey bookings and property details flow automatically into the tools you already run, from job management in Payaca and BigChange to compliance and lodgement through TrustMark and Elmhurst Energy, and your books in Xero. Nothing gets re-keyed from a voicemail at the end of the day.

P
Payaca
B
BigChange
TE
Trade Engine
T
TrustMark
EE
Elmhurst Energy
X
Xero
G
GoCardless
GC
Google Calendar

What Your AI Receptionist Captures on an Insulation Call

Before a surveyor is sent, DeskCaller works through the questions that qualify an enquiry, so grant-funded and private jobs are sorted from the first ring.

  • Whether the job is grant-funded or a private, self-funded install
  • For grant enquiries, eligibility signals: the benefits a household receives and whether the caller is an owner-occupier, tenant or landlord
  • The property's current EPC rating band and its council-tax band
  • The measure being asked about, whether loft, cavity wall, or solid and external wall insulation
  • Property age and type, plus access to the loft, walls and underfloor where relevant
  • The postcode, to confirm it sits within your area, and the caller's preferred survey date

Many enquiries are grant-driven, through ECO4 and the Great British Insulation Scheme, both currently running to March 2026, and callers routinely ask whether you are TrustMark-registered and PAS 2030 certified. Demand is seasonal too, rising through autumn and winter as homes get colder. DeskCaller qualifies and books; it gathers the eligibility signals and hands them to your surveyor, rather than confirming eligibility over the phone.

Frequently Asked Questions

Is DeskCaller GDPR compliant with our customers' details?

Property and survey details, plus the EPC information homeowners share, are sensitive, and DeskCaller treats them that way. Everything a caller gives is encrypted in transit and encrypted again at rest, kept on servers based in the UK and locked down with role-based access. The platform is UK GDPR compliant, so those records are only ever used to arrange and carry out the survey you've been asked about.

Can it explain the different types of insulation to callers?

Yes. DeskCaller can talk homeowners through loft, cavity wall, internal and external wall, and underfloor insulation in plain language, and set sensible expectations for a survey. It's briefed to describe options, not to quote guaranteed savings or precise figures over the phone, so nothing is over-promised before a surveyor has seen the property.

How does it handle questions about grants and funding?

Carefully and honestly. When a caller asks about help with costs, DeskCaller notes their details and explains that we can check whether any funding may apply at the survey, because eligibility depends on the property and the household. It won't invent scheme names, eligibility percentages or savings, which keeps you on the right side of homeowners and the rules.

What about spray foam enquiries and the concerns around it?

DeskCaller handles spray foam enquiries cautiously. It can note the enquiry and book a survey, while flagging that spray foam can raise questions with future mortgage lenders and surveys, so it's something to discuss properly in person rather than commit to over the phone. Sensitive, honest handling protects your reputation.

How does it work when my team is up lofts and pumping cavities all day?

Your AI receptionist answers every call while your installers stay on the job. When you're rolling loft insulation, drilling a cavity or boarding an external wall, DeskCaller captures survey requests, describes the options, checks availability and books appointments straight into your calendar. Nobody has to climb down and wipe off a phone to catch an enquiry.

Can it deal with damp, condensation and mould enquiries sensibly?

Yes. DeskCaller recognises when a caller mentions damp, black mould or heavy condensation and treats it as a priority for a survey, asking the right questions about ventilation without alarming anyone or promising a cure over the phone. Those callers are flagged so a surveyor can look properly and advise on the correct fix.

Does it sync with our calendar and CRM?

Yes. DeskCaller syncs with your calendar and CRM so every enquiry becomes a record with the property details, insulation type and survey slot. It connects with tools like HubSpot, Salesforce, Pipedrive, Zoho, Google Calendar and Calendly, plus Zapier and Make for thousands of other apps. No re-keying names and postcodes from voicemail.

How quickly can we get set up before the winter rush?

You can go live the same day. Run the self-serve setup in an hour or two, or leave it to us: we join up your calendar and CRM, set your brand-voice greeting and load the areas you cover along with how you like surveys booked. No hardware to fit, and it soaks up the autumn and winter rush without a seasonal hire.

Stop Losing Surveys to Voicemail

Answer every survey enquiry 24/7, explain loft, cavity and wall insulation clearly, and handle damp and funding questions honestly. Live the same day, with no seasonal hire for the winter rush.

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Pricing

Simple pricing, no surprises

Choose a plan, or just pay for what you use. One flat price, never a surprise charge.

Save 25%
Starter
For solo owner-operators answering their own phone.
ยฃ48/mo
billed monthly
ย 
120 mins/mo ยท ~40 calls
ยฃ0.40 per included minute
Grace: up to 12 extra minutes
Run over and you keep going. Borrowed minutes come off next month's allowance, never a charge.
One flat price
Most Popular
Growth
For small teams that never want to miss a job.
ยฃ105/mo
billed monthly
ย 
300 mins/mo ยท ~100 calls
ยฃ0.35 per included minute
Grace: up to 45 extra minutes
Run over and you keep going. Borrowed minutes come off next month's allowance, never a charge.
One flat price
Pro
For multi-crew operators with high call volume.
ยฃ225/mo
billed monthly
ย 
750 mins/mo ยท ~250 calls
ยฃ0.30 per included minute
Grace: up to 150 extra minutes
Run over and you keep going. Borrowed minutes come off next month's allowance, never a charge.
One flat price
No setup feeยทNo contractยท30-day money-backยทUsage alerts at 60 / 80 / 90%