How It Works

From the first call to the finished report

Six steps. One job record. In the office or on your iPhone.

01

Customer Call / Lead

Create the job in seconds from the customer's call: property address, source of the issue, and referral source. Tap-to-call, text, or map directions are one tap away from the job record.

02

Job Record

The job moves through a restoration-specific pipeline from lead to closeout, on the native iPhone app your techs already carry, with owed/paid visibility for the whole team.

Job pipeline — stages from lead to paid, viewed on the native iPhone app
03

Inspection

Techs run the field inspection on their phone: environmental readings, photos organized by floor, room, and category, and mold sample collection, all attached to the job.

Mobile inspection checklist — documentation, instruments, and sampling supplies
04

Lab / Samples

Samples are tracked through the lab workflow with supported labs like Priority Lab, Hayes, and EMSL. Results are parsed and attached to the job and the cassette they belong to.

Lab results attached to the job — Priority Lab, Hayes Microbial, EMSL
05

Proposal

Build the proposal from a custom template: add, duplicate, reorder, or remove line items, and edit scope, notes, terms, quantities, and pricing before sending it out for secure signature.

Proposal builder — line items, scope, and pricing edited before sending
06

Report & Follow-Up

AI drafts an evidence-backed report from the inspection, photos, and lab data. A professional reviews and edits it before it goes out as an editable, branded report, with original lab docs retained and every revision kept on the job.

AI-drafted mold inspection report — multi-page PDF with lab data, photos, and findings

Stop running jobs on spreadsheets.

A one-month business pilot is available after company onboarding.