A behind-the-scenes look at how Charleston Mold Remediation runs 50+ jobs a month with no spreadsheets, no Post-it notes, and one platform.
Two years ago we were running 22 jobs a month and spending Sundays reconciling spreadsheets. Today we run 50+ a month, and Sunday is for surfing.
What changed
- Every new lead goes into the pipeline in 60 seconds on the intake call
- Inspections happen on a phone, not on paper transcribed later
- Proposals send the same day the inspection happens
- Lab results auto-notify the customer, no human follow-up needed
- The dashboard shows pipeline $ and jobs-by-stage in real time
The biggest unlock: ending the spreadsheet
Spreadsheets feel free. They're not. Every spreadsheet is a job you'll forget about, a follow-up you'll miss, and an audit you can't reconstruct. The cost shows up in lost revenue, not in a line item.
What we'd tell our 2024 selves
Stop bolting more spreadsheets onto the operation. Pick a platform built for restoration and commit. We picked our own, but anything purpose-built beats Sheets.
Keep reading
Restoration CRM vs. Generic Field-Service Software
Field-service platforms handle scheduling and customers well. Restoration work adds drying logs, lab results, and clearance. Here's where the two diverge and how to choose.
What Restoration Companies Should Track on Every Job
A field-tested list of the data points every restoration job should carry, from first call through clearance, and why each one matters when a file gets questioned.