restoration management | iRestore Restoration Software - Part 3

Category: restoration management

Software Management That Understands You And Your Restoration Client’s Needs

Posted on by iRestore

restoration management system, restoration management software, restoration softwareEvery time your office line rings, you have a client with a big problem- it’s the nature of the restoration business. Your reputation is at stake; you and your team will work as hard as you can to keep the client safe and satisfied. But what if you had better tools for your team?  

From flood to fire restoration jobs, you can now manage everything systematically in your business with IRestore restoration project management. This robust relationship management system (CRM) allows you to easily manage all of your relationships at both a company level and individual level, including your previous customers and subcontractors. 

IRestore is a vertical market software designed for the insurance restoration industry. Utilizing the latest in iPhone and iPad technology, our software brings the data from the field in real time. Out in the field, you will enjoy instant access to all information, including your job-related activity and the ability to quickly create a voice-to-text note about your visit in seconds. Back in the office, this system gives you the tools to build long-term relationships and strategic success and growth. The continuously changing needs and demands of the service based industry creates opportunities, and this constantly evolving software can help you capitalize. 

Notes are a breeze with access to all of our platforms: Phone, iPad, laptop, and desktop. Referral and contact reports help keep a pulse on your revenue streams and relationships. The mapping feature can help your team organize routes and see hidden patterns. 

Equipment Management

Whether you want to use the efficient barcode feature or track your equipment with a number system, you and your team will find equipment tracking a breeze with our user-friendly interface that can be implemented across all platforms. This is a true management system that allows for useful reporting, equipment data, and repair and maintenance records. Some features for equipment management are:

  • Repairs and Maintenance can be easily tracked and documented
  • Our fully integrated tracking system allows you to assign equipment to jobs, storage, vehicles, and employees
  • All assigned equipment not “pulled” on the last day of a job is kept track of to help ensure that no equipment is left behind
  • The flexible equipment reporting feature allows you to monitor and evaluate your inventory anytime and in many useful ways
  • Create detailed logs by pulling information based on a specific date/time to make custom invoices, estimates, and supporting documentation
  • The IRestore Barcode system creates consecutive scanning, allowing for fast and efficient equipment transfers. Keep track of equipment’s serial number, purchase date, price, and more
  • Keep track of all of your hard assets with this system. Assigning phones, devices, computers, meters and anything else allows you to assign responsibility to individual employees and easily review in our HR feature

Also included in the product are exclusive training opportunities, special event invitations, and access to the Development Portal.

Request A Demo

Our free, no-obligation live webinar demonstration will give you a close look at our system and give you the opportunity to have your questions answered. Fill out the form at /irestore.io/ to schedule your demonstration for an affordable solution to manage your client’s jobs, those relationships and your company.  

 

The IRestore team will walk you through the user-friendly and designed by Restorers for Restorers, showing you advantages and efficiencies you don’t have now. This software includes a fully integrated CRM that will even allow you to continually engage previous customers and other important relationships.

IRestore Restoration Management Software

IRestore believes that successful restoration companies are built by owners that collaborate and value their teams. By maximizing your staff’s time and talents, you can grow the business and keep key employees satisfied.  Great people, great equipment and great tools will lead them to long-term success.

IRestore offers a complete solution by serving the individuals and team while supporting excellence in service. Call or request a demonstration of how your team can be more efficient.

Documentation: Just Do It

Posted on by iRestore
restoration management documentation
June 3, 2021 Lisa Lavender, M.T.R., M.F.S.R., M.W.R.

Consistently excellent documentation is a key ingredient to operational success. With the technology and tools employed in most of our organizations, it is easier to collect and easier to manage than ever before.

We could open a debate and consider that the needs and amount of documentation have increased, but the reality is that in context of the demands, logistics, and complexities of the industry, it is probably one of the least complicated tasks and yet I believe the source of much frustration within companies. Service, cashflows, efficiency, communications, company credibility, and more can suffer from even a blip in basic documentation.

I am a believer in and educator of documentation in our industry. As a Restoration Poet (not sure that is a thing?), my first poem was an Ode to Documentation:

Documentation
Can cause much frustration
Pictures & notes are the key
As you do restoration with great glee
If it is a water job
The data and readings you must log
Do not SKIP
Or you will have a blip
As documentation
Thorough and complete
Will make your company
Hard to beat

Documentation – URGHHH!

Why? Why? Why is it so difficult to get everyone in the organization 100% consistent in meeting the company’s documentation best practices? Before you get excited that I have the ultimate solution, I absolutely do not.

Assuming there exists a foundation for a solid documentation system, why does it remain one of the longest-standing pain points in our industry? Consider these foundation points:

  • Engaged team that is committed to excellence.
  • Systems and infrastructure to gather, store, and organize the documentation.
  • Expectations are clearly defined and communicated based on both functions and positions.
  • Management of the documentation is proactive. We celebrate good documentation, maintain accountability systems, “inspect what we expect” and employ all the rules of effective management and leadership.
  • Organizational awareness of how the various pieces of documentation, the timely collection, and the recording of the document impact the workflows, functions, and different people/positions within the organization.

As I pondered, could it just be that is the “least favorite” thing of many? After all, we all have things we do not like to do. I truly love my work but still have some tasks that I simply do not enjoy, but must get done. Is it this simple?

As I began to research, I found many articles and even studies on the concept of procrastination. When people do not do a simple task, it is often just a form of procrastination. Procrastination can have a variety of root causes. I now believe that most of the struggles to get consistent results in meeting company documentation best practices likely stem back to two main issues:

  1. Aversion to the task. It is simply a thing many in our industry do not like and this triggers procrastination in executing the task. The minutes needed to do this suddenly become impossible to find in the day.
  2. Avoidance of the task. The avoidance issue may be kicking in when there are complexities, issues, or a challenging customer and someone just wants to avoid the entire job or situation.

Assuming all the ingredients for all members of the team to successfully comply with company documentation expectations exists and continued struggle to get consistent results remains, it may be that we are trying to put “rational solutions to an irrational, emotional problem.”

“Procrastination is an avoidant way of coping,” Sirois said. “How do I manage uncomfortable feelings around that paperwork I have to do? I know, I’ll put the task aside and feel better about it. Ah, I feel better already. You just managed your mood by procrastinating.”

Sirois who studies procrastination goes on to make the point that: But the problem is that those are rational solutions to an irrational, emotional problem. Sirois said that yes, “you can make your environment what I call ‘less procrastinogenic.’ But don’t think that’s going to be the solution.” 

(For a little more insight, check out: ‘Why Do I Spend Weeks Avoiding Tasks That Will Take Me 10 Minutes to Do?’)

Bad and or inconsistent documentation in our companies is not an option. I offer the following thoughts for overcoming this challenge:

  • Discipline: Those with extreme discipline in their work ethic can overcome emotional responses to their work and other personal and professional distractions. Emphasize and develop the competency of discipline and the value of mental fortitude.
  • Change the emotion: Switch the negative emotion/feeling to a positive emotion/feeling. Perhaps there is an opportunity to make it “fun” and evoke positive emotional responses. Rewards, parties, and other creative solutions may be awaiting some brainstorming in your company.
  • Face the facts: The reality is that we may not like it. It may not be our favorite thing. It simply must be done thoroughly and accurately. It is not an option. Are we Clear?

If you have a strong and thriving operation and still struggle with getting your team fully engaged to comply with documentation best practices, you are not alone; do not give up. If you have achieved the ultimate goals of documentation, share your success stories and tips in the comment section below.

Happy Restoring and Documentation Success!

 

Originally published https://www.randrmagonline.com/articles/89447-documentation-just-do-it

Building Your Reputation Through iRestore’s Restoration Management Software

Posted on by iRestore

restoration management softwareAs a restoration company owner, you know how much your reputation can impact the work that you get. Your reputation can put your company from the top of the scale to the bottom of the scale depending on how you interact with your customers and perform your restoration jobs. But, one of the most difficult things for restoration company owners to do is manage the many contacts they have for one job and keep all the details together at all times.

iRestore is well aware of the struggles that restoration business owners face when dealing with customers, insurance agents, insurance adjusters, and other contractors that might be working on the same job. Communication throughout the entire process is crucial to keep the job running smoothly and to provide the type of customer service that you want to give each of your clients.

How Can You Amp Up Your Customer Service With iRestore?

iRestore’s restoration management software is a one-of-a-kind system that is built with restoration businesses in mind. That means that when it comes to keeping track of your jobs and your contacts for each job, we have you covered, one hundred percent.

There’s a number of things that you can do with the software’s CRM feature:

  • You can organize your contacts by company and location to keep each contact detailed and specific and easy to find.
  • Our CRM isn’t just about holding contact information but helping you work with it. This CRM allows you to manage all of your contact-related tasks and follow-ups in an easy-to-use format.
  • Look at it from a marketing standpoint as well. This system creates referral and contact reports that help you realize your revenue streams and professional relationships. It also keeps an automatic scoring system of marketing prioritizing and organizing.
  • Don’t worry about duplicate contacts anymore! Our system synchronizes all of the contact information with job-related relationships.
  • For faster, more convenient use, take control of your contacts with an internal tagging system. You can also use it to reach out to your contacts with one easy click! Emails and phone calls can be generated right from the program and can be used across your mobile device, iPad, or computer!

When you have a custom-designed software like this, you aren’t just on top of your game in your industry, but you are outshining all of your competitors. This system doesn’t only help you get control over your contacts and CRM management, it can help you manage every aspect of your business from HR to Vehicle Management and Job Specific Management. When you need to gain control of your restoration business, you need to use the restoration management software that is designed to make your life easier. Contact iRestore now for a demo.

Improve Your Operation With Precise Vehicle Management

Posted on by iRestore

restoration management softwareIn the restoration industry, one of your biggest investments is your fleet of vehicles. They are a necessity and every business owner wants to keep their vehicles in tip-top shape for as long as possible, but that requires maintenance. And on top of everything else that business owners have to manage, managing the maintenance and repairs of your vehicles is an added burden that you probably don’t have time for.

iRestore knows how much it takes to run a restoration company and what restoration business owners need to organize and manage their businesses the best way. That’s why we included the best vehicle module system within our restoration management software. With this module, business owners can track everything from assigning vehicles out, tracking equipment in your vehicles, maintenance, repairs, registration, insurance, and more.

How Vehicle Management Can Help Your Restoration Operation

Maintenance And Repairs

The maintenance and repairs are only one part of your vehicle management operations. Of course, you need to track when to get routine maintenance, how much has been spent on repairs, etc. But you also need to track operational costs associated with the vehicles. Everything within the system is designed to help you track the information that you need to run your business better.

Vehicle-Related Occurrences

Scratches, accidents, and other incidents your vehicle is involved in can be kept inside the notes feature of the vehicle module. If you have several of the same vehicles, this system can help you track which vehicle was involved in which incident so that you have it when you need it.

Data

All of the important information that you need is kept in one spot. Inspections, renewals, mileage, VIN, purchase date, vehicle make and model, and much more. No more searching through filing cabinets and jockey boxes trying to find and sort information. Your data can be easily tracked with our vehicle management module in one simple place that is easy to use.

Job Management

When your vehicles are assigned out on a job, you need to know when that vehicle will be available for the next job. Our restoration management software easily tracks where your vehicles are, who they are assigned out to, and when they are expected to return. All of this information can help you schedule future jobs with more accuracy so that your clients get transparent information and learn that they can trust you.

Reduce Mistakes And Problems

Your business can decrease mistakes and problems by tracking your vehicle information. When you can find all of the information that you need in one spot that is clear, organized, and precise, your business will run much more efficiently with reduced errors and clearer communication with your clients, contractors, agents, and adjustors. Imagine what your company will look like to those people when they see your efficiency level!

Vehicle management is only one portion of the incredible restoration management software from iRestore. We have included many different features that allow restoration business owners to track HR information, Tools and Equipment, Business Relationships, and Individual Jobs. Don’t let your company suffer from disorganization, chaos, and confusion. Contact iRestore today to learn more about our restoration management software and gain control of your business now.

Restoration Company CRM Must Have’s

Posted on by iRestore

restoration company crmRestoration business owners know that a good CRM is key to managing relationships with the different people you work with whether that is customers, insurance agents, adjustors, independent contractors, or anyone else that is important in managing a job.

Relationship management is difficult and when you are working on multiple jobs, you need a way to keep the information straight for each client. But, there are a few different features that your CRM should have to help you build your reputation as an organized restoration company that gets the job done with little to no delay or mistakes.

At iRestore, our goal with our restoration company CRM was to give restoration business owners exactly what they need to manage multiple jobs securely and easily. Because of the experience our own people have in the restoration industry, we had inside experience when we put this CRM together.

Key Elements Of A High-Functioning Restoration Company CRM

  1. Organization – A CRM is worthless if it cannot organize information the right way. You need to be able to manage jobs, store notes, and communication with different people working on a job. You also have to manage your employee workload, and your equipment to make sure you have enough manpower and the right equipment to get the job going and keep it going without delays. An error here means telling the client (and possibly the insurance agent), that you have to delay the start date. Not fun!
  2. Time – Time is always a factor in restoration jobs. You have emergency disasters that you need to respond to fast. To do that, our CRM includes a unique routing system so that you can effectively map out stops during your workday.
  3. Avoid Issues – CRM’s shouldn’t just manage your information, but help you manage them better. That’s why iRestore’s CRM synchronizes all contact information within specific projects. Making duplication of contacts and contact notes a thing of the past.
  4. Communication – Don’t worry any longer about having to write down phone numbers and emails. With this CRM, you have the ability to click a button and call or email whoever you need to. Save time and curb procrastination by making communication so much easier!
  5. Accessibility – One problem many restoration companies run into with different CRM’s is with accessibility. Your information doesn’t have to wait till the end of the day to be entered into the contact system. You don’t have to worry about forgetting to note information because can’t access the system till the end of the day. This platform can be used on computers, iPads, and on your phone. Easy access = better time management and efficiency….which ultimately leads to fewer errors and mistakes.

And this isn’t all that iRestore’s Restoration Management Software does. Our company was driven to provide the best software for restoration management and we believe we have. Find out for yourself. You can request a demo of the software and try it out for yourself. Want more information? Call us and talk to a specialist about how this CRM stands out from the others and can make your life as a restoration company owner so much better.

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©2018 At your Service Systems, Inc | A Melior Website

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