Job Intake & Site Assessment Kit
For water, fire and mold restoration companies with 1 to 20 people, for the technician on the first visit
Ten plain-language client documents for every signature point in a restoration job, a Presenter Guide that tells the technician what to say, a shared glossary, and a Signature Log that checks the hold points were respected.
Clear paperwork protects the client and the contractor. This pack covers every signature point: access, the emergency work authorization, claim information, a Direction to Pay, the equipment and contents acknowledgments, scope changes, a concerns record, and the certificate of completion. Each is written so a homeowner under stress can understand it, and each carries one header, one signature table and a jurisdiction review line.
The emergency authorization leaves space for your state’s cancellation notice and a client-handwritten emergency statement; the Direction to Pay keeps the client’s policy rights intact, with an assignment option your reviewer enables only where it is lawful. The pack is not legal advice: documents that carry legal weight say so and ask to be reviewed for your jurisdiction before use.
For water, fire and mold restoration companies with 1 to 20 people, for the technician on the first visit
For water damage restoration technicians and project managers drying homes and buildings on insurance jobs
For water and fire restoration companies with 1 to 20 people working insurance-funded jobs
For restoration company owners with 1 to 20 people who bill insurance carriers and TPAs and want to see margin by job