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.
Ask ten restoration owners what they track and you'll get ten answers. Ask them what they wish they'd tracked on the one job that went sideways, and the answers converge fast.
Intake: the five fields that decide the job
- Loss date and date of first contact, separately
- Loss type and category or condition class
- Cause of loss in the caller's own words
- Who is authorizing work, and their relationship to the property
- Carrier and claim number if insurance is involved
The gap between loss date and first contact is the single most useful number in a coverage dispute, and it's the one most often missing.
Inspection: readings before demo
Baseline moisture readings, affected materials by room, and wide-angle photos before anything gets cut. If you demo first and document second, you have no before.
Daily: the progress record
- Ambient temperature, relative humidity, and GPP readings
- Material moisture content per monitored point
- Equipment on site and where it sits
- Who was on site and for how long
Communication: what was said and when
Log the substance of customer and adjuster conversations on the job record. Not a transcript, just date, who, and the decision. Approvals given by phone are worth nothing if nobody wrote them down.
Close: the evidence package
A closed restoration job should be able to answer, without anyone's memory, what was wet, what you did, how you proved it dried or passed, and what the customer authorized.
Structuring that consistently across every job is the whole point of restoration job management software. If you want to see how the record fits on one screen, book a short walkthrough.
Keep reading
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