Management Software for Restoration Companies

Industries

Restoration

Company

CRM is an all-in-one management platform designed specifically for restoration companies. It replaces multiple disconnected tools with a single unified system that handles everything from first customer call to final invoice – job management, CRM, equipment tracking, financial reporting, team scheduling, and compliance documentation all in one place.

The Solution

An all-in-one system designed around real restoration workflows. Job management, CRM, equipment tracking, financial data, and team coordination are combined into a single platform that works just as well in the field as it does in the office.

Native iOS and Android apps allow technicians to keep working even when there’s no internet connection – something that happens often in basements or remote locations. Once a connection is available, everything syncs automatically in the background.

This balance between field flexibility and office control is what many teams expect from the best restoration management software.

Target Audience

Company Sizes:

Startup restoration companies (2-10 employees)
Mid-size (10-50 employees)
Large enterprises (50-100+ employees, multiple offices)

Company Sizes:

General property restoration
Emergency response contractors

Geography:

Business Results

Quantitative Metrics

Time Savings

Reduced double data entry through automation enabled by modern software for restoration companies
Increased Profitability

Accurate job costing and improved cost visibility across all projects
Offline Capability

Teams can work effectively without an internet connection using mobile-first tools

Qualitative Benefits

Improved relationships with referral partners (insurance adjusters, property managers) through consistent processes and shared visibility
Faster onboarding of new employees through standardized workflows built into the platform
Compliance with OSHA, IICRC, and insurance requirements supported by centralized documentation and alerts
Peace of mind for business owners full control over all operational aspects from a single system

Problems the Product Solves

Disconnected Systems and Data Loss

Restoration companies often relied on incompatible tools for CRM, accounting, equipment management, and HR instead of a unified CRM for restoration companies.
This led to:
- Double data entry
- Information loss between systems
- Communication errors between office and field teams
- Inability to track real-time project progress
Solution:

A single integrated platform with real-time synchronization across all modules and devices.
Field Teams Without Data Access

Technicians on-site often worked “blind,” without access to customer history, job specifications, or equipment details.
Solution:
- Native mobile apps (iOS/Android)
- Offline mode with automatic synchronization
- Voice notes and voice-to-text
- Camera-based documentation with automatic job linking
Lack of Equipment and Financial Control

Companies lost expensive equipment (dehumidifiers, air scrubbers) and lacked visibility into real job profitability.
Solution:
- Barcode scanning for equipment tracking
- Automatic assignment to jobs for cost calculation
- Profitability dashboards accessible in two clicks
- Maintenance alerts
Compliance and HR Documentation

WRT, IICRC, and OSHA certificates – as well as medical exams – are often stored inconsistently across Excel files and paper folders instead of being managed in centralized software for restoration companies.
Solution:
- Centralized document storage
- Automatic expiration reminders and notifications
- Employee onboarding checklists
- Built-in reporting

Technological Innovations

Mobile-First Architecture
- Native apps for iOS and Android
- Offline functionality – changes sync automatically when reconnected
- Military-grade sync – prevents conflicts when merging data
Multi-Office Management
- Manage all branches in one system
- Unified job data and reporting
- Barcode scanning for equipment tracking
Reporting
- Create reports in 2 clicks
- Real-time dashboards
- Export to various formats
Scalable Architecture
- From 1 to 100+ offices
- Unlimited jobs, contacts, documents, pictures, equipment, vehicles, reports
- No artificial limitations

Native Integrations With Popular Tools

Outlook
Gmail
QuickBooks Online
Encircle
Twilio
Stripe

Technology Stack

React
.NET
Couchbase Capella
MAUI (Xamarin)
Twilio
Stripe

Job Management

Complete cycle from first call to final invoice:

Real-time tracking of work between office and field teams
Integrated estimating and scoping tools
Automatic linking of photos, documents, notes to jobs
Task templates for standardizing mitigation workflows
Complete communication history with clients in one place
Visual progress dashboards

Result:

Managers always know the status of every job, nothing gets lost during employee transitions.

CRM

Relationship-building system specific to restoration:

Referral source tracking (insurance adjusters, property managers)
Relationship development and client grading tools
Automated follow-ups
Mapping and routing for field representatives
Single company/contact profile with complete history
Gmail and Outlook integration for automatic email logging

Uniqueness:

Unlike general CRMs (Salesforce, HubSpot), the system is adapted for restoration industry specifics with fields for insurance claims, adjuster communications, and referral tracking.