Template
Job Intake & Site Assessment Kit
For water, fire and mold restoration companies with 1 to 20 people, for the technician on the first visit
PDFDOCXXLSX
$29
11 products
Restoration & Field Services
Water, fire, and mold restoration runs on documentation. This collection gives field teams consistent intake, moisture logging, smoke and soot surveys, contents pack-out tracking, deodorization records, client authorizations, and job-file structure, so every job is defensible and every handoff is clean.
- Restoration company owners
- Project managers
- Field technicians
- Office administrators
What changes
- Consistent job files across every crew
- Fewer disputes with carriers and clients
- Faster onboarding for new technicians
Start hereJob Intake & Site Assessment Kit$29
Products in this collection
Documentation that holds up from first call to final walkthrough.
Template pack
Work Authorization & Client Docs Pack
For restoration companies that need the homeowner's signature before, during and after the work
PDFDOCXXLSX
$39
Spreadsheet
Restoration Job Cost Tracker
For restoration company owners with 1 to 20 people who bill insurance carriers and TPAs and want to see margin by job
XLSXSheetsPDFDOCX
$39
Template pack
Supplement & Line-Item Justification Pack
For restoration estimators and owners whose line items get reduced or denied by carriers and TPAs
DOCXPDFXLSX
$49
Spreadsheet
Moisture Mapping & Drying Log
For water damage restoration technicians and project managers drying homes and buildings on insurance jobs
XLSXSheetsPDFDOCX
$24
Operating System
Restoration & Field Services Bundle
For water and fire restoration companies with 1 to 20 people working insurance-funded jobs
PDFDOCXXLSX
$149$204
Spreadsheet
Equipment Tracking & Utilization Workbook
For restoration companies that own drying equipment (dehumidifiers, air movers, air scrubbers) and bill it by the day
XLSXSheetsPDFDOCX
$24
Template
Smoke & Soot Survey and Work Plan Kit
For fire restoration companies with 1 to 20 people writing smoke and soot scope on insurance jobs
PDFDOCXXLSX
$39
Spreadsheet
Contents Pack-Out & Chain-of-Custody Tracker
For fire restoration and contents crews that pack out, clean, store and return household contents
XLSXPDFDOCX
$39
Template
Deodorization, Odor Clearance & Closeout Pack
For fire restoration companies that run deodorization and close out fire jobs with the homeowner
PDFDOCXXLSX
$35
Operating System
Fire & Smoke Restoration Bundle
For fire restoration companies with 1 to 20 people working structure fires on insurance jobs
PDFDOCXXLSX
$125$162
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