Pre-Bid Site Visit Process for Insulation

The Pre-Bid Site Visit Process workflow provides insulation contractors with a structured method for assessing conditions before estimating. It includes reviewing wall cavities, measuring areas, checking access, and identifying environmental controls. Managers document findings, take photos, and align details with plans. By standardizing this process, insulation companies reduce estimating errors, protect margins, and improve efficiency. Clients benefit from transparent, accurate proposals. Teams gain accountability with documented assessments. With this workflow in place, insulation contractors can strengthen professionalism, improve efficiency, and deliver projects more reliably with estimates that reflect actual field conditions.

Plan cavity access for spray areas

Bring cavity fill drawings and spec sheet

Coordinate blower/foam entry points

Check depth, joist cavities, insulation area

Document cavity size, foam coverage

Note tight cavities, blocking issues

Check insulation thickness requirements

Spot uneven fill or insulation depth

Ask cavity fill timing with drywall

Clarify cavity check and blower door

Log bat location or framing gap

Share cavity fill diagrams

Update foam board area

Update foam review in checklist