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 through job closeout.
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 editable line items and pricing, attached to the job instead of rebuilt in a document each time.
See the proposal builder →Photos and reports tied to the job
Room-by-room photos, environmental readings and AI-assisted, professional-reviewed inspection 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.
A one-month business pilot is available after company onboarding.