A familiar moment

The homeowner asking about insulation before a remortgage

You are inspecting another roof space when a homeowner calls about insulating a loft and mentions an upcoming mortgage review. Ziverly can capture the property type and age, roof-space use and access, existing insulation and ventilation as described, proposed work, surveys, reports or lender questions already received, property status, occupancy, professional team and preferred response. It does not recommend spray foam, assess the roof, timbers, moisture, ventilation, electrics, fire performance or structural condition, decide open-cell or closed-cell products, advise on mortgages, valuation, warranties, grants, removal or compliance, quote, accept the work or promise suitability and performance.

The useful handover

Enough context to respond properly.

The aim is to welcome the caller, gather the details you decide matter and keep the same enquiry easy to follow until the work is resolved.

  • Who is calling and how to reach them.
  • What they need help with and where.
  • What should happen next, without inventing a response time.

Where the pressure tends to gather

Make space for the work without leaving the caller in the dark.

Think about the calls that interrupt you most often. Ziverly can follow the questions and boundaries you choose, then leave the details ready for your judgement.

Suitability is property-specific

Roof construction, moisture, ventilation, existing materials and intended use need competent review before any specification.

Lending questions can sit beside technical ones

A caller's mortgage or survey concern can be captured without offering financial, valuation or warranty advice.

Roof-space work requires full attention

A new enquiry can be organised without interrupting access checks, protective controls or another inspection.

What a better handover can change

Less interruption now, a clearer thread afterwards.

The evidence is ready to examine

Review property, roof space, existing insulation, ventilation observations, surveys, lender context and access together.

No product recommendation is implied

Your approved process can keep diagnosis, suitability, specification, fire performance, finance and compliance with the relevant professionals.

An evidence request can follow the property

Add the approved survey, ventilation or lender-document question for Ziverly to use if the homeowner returns.

Navi, The Guide
Available in Ziverly

Navi, The Guide

For spray-foam insulation installation enquiries, start with the interruption you most want to remove, then choose how calls reach Ziverly and how you want to keep the follow-up moving.

Before, during and after the call

From first ring to finished follow-up.

Ziverly can do more than take a message. You stay in control of when it answers, how you hear about each call and what context is available if the customer rings again.

  1. You decide which calls reach Ziverly.

    Use the call-diversion options supported by your mobile or landline service, such as no reply, unreachable, busy or rejected. Turn them off again whenever you want to answer normally, or use cover for evenings, weekends, holidays and unexpected time away.

  2. Your call details meet you where you are.

    Choose email or SMS alerts where enabled, then open Ziverly to review the summary, transcript, recording where available, status and priority.

    Review the property, roof space, existing insulation, caller observations, surveys, lender context and access after the configured alert reaches you.

  3. The next conversation starts further forwards.

    Add an AI-facing note when you want Ziverly to have more context if the same known caller rings again. Separate private notes stay private.

    Add an AI-facing note with the assessment window or the survey, ventilation or lender document still needed for the known homeowner.

  4. Open calls do not have to rely on memory.

    Choose a daily or weekly email summary of calls still waiting for attention, at the time that best fits your working day.

  5. You can check in by phone, too.

    With Owner Voice Access enabled, call your own Ziverly number, verify your PIN and manage the calls you are allowed to see.

    Once you are safely out of the current roof space, verify your PIN to hear which insulation enquiries remain open and update their status or priority.

Use your own numbers

What might unanswered calls represent for your business?

If an average installation is worth around £1,800 to your business, even one suitable enquiry can be worth understanding properly. Replace that example with your own figures below.

The result is an illustration based only on what you enter. It is not a forecast, a promise that Ziverly will recover the work or a reason to accept an unsuitable job.

Enquiries represented by your figures 0 Monthly work value represented £0

This simple multiplication does not account for timing, capacity, costs, cancellations, repeat work or whether another response would have changed the outcome.

Useful boundaries for call handling

Let Ziverly gather details without overstepping your expertise.

Building Regulations and, for some projects, planning permission apply; requirements and self-certification arrangements differ across the UK nations.

You remain responsible for the advice you give, the work you accept and the safety, eligibility and professional checks your business requires.

A few practical questions

What would you want to know before starting?

Use these answers to decide where Ziverly could help and where the conversation should always return to you.

Can Ziverly say whether spray foam is suitable for the property?

No. It gathers the property and existing evidence; suitability and specification require competent assessment.

Will it advise on mortgages, valuation or warranties?

No. Lending, valuation, insurance and warranty implications belong with the relevant qualified advisers and providers.

Can it choose a product or promise energy savings?

No. Materials, performance, ventilation, installation, price and compliance remain subject to professional checks and your confirmation.

Try the smallest useful version

Begin with the calls that interrupt your working day most often.

Choose what Ziverly should know, what it should never promise and which details make a follow-up genuinely useful. Creating an account is free, so you can look around before deciding when you want Ziverly to handle a call.

No monthly or annual plan is required and there is no fixed-term commitment. Add pay-as-you-go credit only when you are ready to use it.