Restoration CRM

A CRM for restoration companies, not a sales tool with a job field

RestorationWorkflow is a restoration CRM for mold, water and fire damage contractors. Track every customer, property, inspection, lab result and report in one place, from the first call to final clearance.

What a restoration CRM has to do

Generic CRMs track deals. Restoration work tracks moisture, samples, carriers and clearance. These are the pieces contractors tell us they cannot run a job without.

Job pipeline built around restoration stages

Lead, inspection scheduled, proposal sent, awaiting lab, remediation, clearance, closeout. Not a generic sales funnel bolted onto field work.

See the restoration job pipeline

Customer and property records that hold job history

Every contact, address, insurance carrier, prior job and photo set lives on one record so nobody re-asks the homeowner what happened.

See customer and property records

Mobile inspections your techs will actually complete

Moisture readings, room-by-room notes, sample locations and photos captured on the phone while the tech is standing in the crawlspace.

See mobile inspection tools

Lab results tracked against the job

Sample counts, chain of custody, turnaround and results attached to the job instead of buried in an inbox thread.

See lab result tracking

Proposals built from your own templates

Build a priced scope from a template with sample-count pricing, attached to the job instead of rebuilt in a document each time.

See how inspections feed the scope

Photos and reports tied to the job

Room-by-room photos, instrument readings and AI-drafted inspection and clearance reports stay attached to the job record.

See photos and reports

Choosing between restoration CRMs

Most restoration companies are deciding between a field-documentation tool, a generic home-services CRM, and spreadsheets. We wrote up the differences honestly, including where other tools are stronger.

Stop running jobs on spreadsheets.

Start your free month today. No credit card required.