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Level 03

Peak for insulation contractors

Serving builders means paperwork discipline: POs, per-unit pricing, inspections, schedule slips. Peak puts AI on quoting, scheduling, and invoicing so retrofit bids go out same day and builder jobs land on the calendar the moment the GC's plan moves.

What's inside Peak

01

Field paperwork

The handshake change order nobody wrote down is where contractors lose real money. Sherpa gets it documented, signed, and synced.

  • Change orders signed on site in minutes, not days
  • T&M tickets captured in the field
  • Everything synced to accounting automatically
02

Quoting & proposals

Quotes go out the same day, priced consistently, with follow-up built in, so jobs stop going to whoever quoted first.

  • Same-day quotes, every time
  • Consistent pricing across the whole team
  • Automatic follow-up on every open proposal
03

Scheduling & dispatch

Jobs land on the calendar against real crew availability, and dispatch happens without an afternoon of phone tag.

  • Booking tied to your team's real availability
  • Crews dispatched with everything they need
  • Fewer gaps, callbacks, and double-booked days
04

Invoicing & payments

The invoice fires the moment the job closes, so cash stops waiting on paperwork.

  • Invoices sent the day the job is done
  • Payment reminders that run themselves
  • Faster cash without chasing checks
05

Integrations & reporting

Your CRM, accounting, and job software finally in sync: zero manual data entry, and job costing you can actually trust.

  • One source of truth across every tool
  • Zero double entry between systems
  • Job costing and reporting that reflect reality

Same climb, every trade: see the full Peak breakdown →

Next for insulation contractors · Level 04 Stratos Running retrofit crews and builder contracts under one roof gets messy at scale. Stratos builds custom scheduling systems, dashboards, and AI trained on your own production data, owned by you, so both sides of the business stay visible.

Is Peak where your climb starts?

The free 360° audit shows where your business leaks most, so you start at the camp that pays off first.

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