Features
Built for the way restoration jobs actually work
Mold, water, and fire damage jobs have too many moving parts to track in your head. Here's everything RestorationWorkflow does for your team.
Job Management & Pipeline
Track every job through a 13-stage pipeline from Lead to Closed Won. See all jobs at a glance and advance stages in one click.
- 13 stages tuned for mold, water & fire work
- Color-coded by status and SLA
- Drag-to-advance — no menus, no clicks lost
Smart Job Intake Form
Capture everything on the first call: customer, property, source of issue, insurance, priority. Search existing customers to avoid duplicates.
- 60-second new-job entry
- Duplicate customer detection on the fly
- Auto-pulls insurance carrier & claim metadata
Mobile Inspection Checklist
Field-ready checklist for environmental readings, samples, moisture meter, thermal, and visible mold — with photo upload from phone.
- Phone-first — built for the truck, not a laptop
- Moisture, thermal, and air sample fields
- Photo upload directly tied to each checklist item
Proposal Builder
Two templates for inspection and decontamination. Adjust samples with +/− and send via SMS and email in one click.
- Sample-count toggle auto-prices the proposal
- Send by SMS + email in a single tap
- Customer signs from their phone — no PDF dance
Lab Submission Tracking
Log every cassette serial ID, sample type, and submission date. Mark results received and the job stage advances automatically.
- Cassette-by-cassette chain of custody
- Auto-advances the job stage on result receipt
- Defensible paper trail when adjusters push back
CS-2841
Air · Indoor
CS-2842
Air · Outdoor
CS-2843
Surface
Automated SMS & Email
Trigger appointment confirmations, proposal sends, lab updates, and report deliveries — your team doesn't lift a finger.
- Pre-built triggers at every pipeline stage
- Two-way SMS replies land on the job record
- No more 'did anyone call the customer back?'
Customer Management
Every customer has a full profile with contact info, job history, and communication log. Search to avoid duplicates.
- Full history on every property and every visit
- Search by name, address, or phone instantly
- Notes, files, and comms in one timeline
Mark Henderson
3 jobs · Customer since 2023
Dashboard & Reporting
See active jobs, revenue in pipeline, jobs by stage, and team activity at a glance. Know where every dollar stands.
- Live pipeline $ across all open jobs
- Jobs-by-stage breakdown for ops standups
- Per-tech activity and conversion stats
Active Jobs
24
Pipeline $
$48.2k
Jobs by stage
Photo Documentation
Upload and organize job photos by category from your phone. Every photo attached to the inspection and stored securely.
- Organized by category — sample, moisture, mold, etc.
- Uploaded straight from the truck
- Permanent, searchable record per job
Sample setup
2 photos
Moisture meter
3 photos
Thermal
4 photos
Visible mold
5 photos
Hygrometer
6 photos
Other
7 photos
More on the way — included with your plan
Already in active development. New features ship to every account at no extra cost.
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