restoration management | iRestore Restoration Software - Part 6

Restoring Success: Red Flags

What is the first thing that comes to mind when you hear “RED FLAG”?

restoring success red flags
June 5, 2020

You may be thinking of something bad or good. Maybe you are thinking about a situation that you saw “Red Flags” and the result was something bad? A red flag is, “a warning signal or sign; something that indicates or draws attention to a potential problem, danger, or irregularity” Is it good or bad?

Red flags built into your systems and embraced by the team can be a very good thing. The restoration world is complex and fast moving. It is very easy for even the best of the best to make a mistake or miss something. When we embrace and pay the appropriate attention to red flags, it gives us the ability to proactively manage things to have a positive outcome. Let us remember that a red flag is only a signal; if we react to a signal of a coming problem or irregularity, we can get things back on track.

True story about the purchase of RED FLAGs

We may think of reports, software, and alerts that present data in the form of flags, but it is equally important that team members understand that they can and should throw up flags. Team members should not lose sight of the fact that everyone in the organization is on the same team and should all be working towards the same positive results. There is no room for defensiveness or a “cover yourself” mentality in an organization that fully embraces red flags into their culture.

A particularly vociferous and enthusiastic supervisor charged with the reconstruction of a home based on a specific scope of work, came running into the building, “Red Flag! Red Flag! I am red flagging this job!”, he screamed.

He approached me and exclaimed, “I am red flagging this job!”

I replied, “Why?”

He said, “There are many things that were missed from the scope.”

I said, “Good job! Now, go speak to the estimator, get it corrected and execute.”

Nobody was offended. The supervisor did his job and reviewed the scope before executing, he threw up the flag, the estimator was open and thankful, they collaborated, got it done and successfully completed the job both from a service and profitability standpoint.

And so, we bought actual red flags for the team to throw up in the shop with pride.

Perhaps, the person answering the phone notices frequent phone calls from one customer with lots of questions; a flag to the manager that the customer may need a complete review of the process may be in order. A possible communication issue headed off at the pass?

During high volumes, the team is working around the clock, mistakes can happen in the field; put the flags on high alert. Explain to the team that when dealing with high volumes and long hours, it is easier to miss something or make a mistake, everyone is on the same team, keep an eye out and communicate or fix things that someone else may have missed.

The following are a few considerations in using Red Flags to proactively manage positive outcomes:

  • Culture: Our culture is an important ingredient as there most be unity amongst the team.
    • Objectives should be clear so that everyone can rally common goals.
    • Safe: Our environment should feel safe. If an occasional problem or mistake occurs, an individual should be able to see it as an opportunity to improve, learn and grow with the support of colleagues and leadership. We should be able to celebrate the success that the red flag helped the team achieve.
  • Systems/Data/Reports/Software: The following is just a short list to get the wheels turning; the are many complex considerations to using the flags that lie within this area:
    • Less is More: Be cautious of looking at too much information at once and losing site of the “flags”.
    • Proactive and Timely: Workflows, information, and operations should be designed that flags can be used proactively. As an example, looking at job profitability after the job is complete has limited or no use as a “flag” or signal and gives no opportunity to change the outcome.
    • Accessibility and Communication: The flags must be accessible or communicated to the right people within the organization so that they can use them to positively impact the outcomes.
    • Training and Understanding: We must understand and be trained on the information that we are looking at to use it properly. There are infinite ways to present information and flags; the key is understanding it. Simple example:

6/1/2020: In Progress – Water Loss – Start Date: 5/22/2020

At a quick glance, by the dates, something is going on with the loss. At 10 days, if the file is reviewed there should be clear documentation that tells the story explaining 10 days of drying. The dates are a flag indicating irregularity. (And someone should be accountable and compelled to look at the job file)

  • People: As with most things in the operation, our people can be the most important. With the right tools, training/education, and culture, the team can be the best flagging system out there.
    • Consistency in using flags: Flags should create action consistently when they present themselves.
    • Praise and encourage flagging with constructive communications and the collaboration of solutions.

Next time something goes off track, consider the systems and culture. Flags help us better proactively manage desired results.

Happy Restoring Success.

https://www.randrmagonline.com

Expert Advantages – Restoration Software For Successful Management

restoration management software, restoration management toolsOwning a company is a large responsibility. To be successful, there is a need for organization, structure, and efficiency. Not only do you need to keep track of individual client’s and the work that is being done for them, but you also need to know where your equipment is, how long it is going to be there, which trucks have scheduled maintenance, which employees need recertifications….the list goes on and on.

Imagine managing your company with software that easily helps you keep track of all this information and more. iRestore’s software management designed for restoration companies does this and works with individual restoration companies to keep track of important information, necessary documents, and communicate with co-workers from one device.

Expert Advantages In The Restoration Industry

Restoration management software like this has given expert advantages to those working in the restoration industry.

Keep Track Of Certifications – You don’t have to fall behind ever again on employee and business certifications. The Human Resource System organizes all employee-related documents, such as applications, certifications, forms, and more, in one location that is easy to access and easy to use.

Monitor Business Credit Cards And Other Business Property – Efficient business property tracking is essential if you want to stay ahead of your competition. Say good-bye to the days of replacing missing credit cards, office and vehicle keys, or important documents. High-quality restoration management software allows you to keep track of this information so that you can stay one step ahead.

Equipment Tracking – Restoration companies often receive phone calls from clients informing them that equipment was left behind in their homes. As a business owner, you might worry about how often this happens and about losing money on property loss. iRestore’s Restoration Management Software provides tracking of equipment so that you always know where equipment is and how long it is scheduled out. 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. This also gives a leg up when planning and scheduling your next project.

Manage Job OperationsRestoration Management Software wouldn’t be just that if it didn’t allow you to manage actual job operations. This software collects job information, pictures, notes, equipment records, and billing. This unique system allows you to track profitability and is equipped with an interactive map for your convenience. You can quickly track job-related contacts like subcontractors and insurance adjusters and connect with the people that you need faster.

In the restoration industry, time is money. When you rely on detailed and thorough restoration management software to help you maintain order in your company, you are on the pathway to success. Successful restoration management software should be designed to help you save time, save money, and perfect the operations of your company. The many facets of a restoration company require a unique system that compliments to safeguard and protect business owners. To learn more about how iRestore’s Restoration Management Software can add value to your company, call and request a demo.

A Fresh Look at Online Training

restoration business development, restoration business management, continuing educationOnline training, e-learning, virtual classrooms, and other terms are becoming a new norm. In the landscape of education, there are limitless resources that are accessible to us and applicable to a variety of disciplines from technical to soft skills. Although there is a new light, none of this is new. As we operate and adjust to a world stricken by the challenges and changes brought on by the pandemic, in last month’s restoring success, A Cultural Shift, we considered some adjustments and speculate on what a new post pandemic world may look like. As an industry, we can embrace, adjust, and utilize training opportunities in new ways.

Children, college students, and adult learners have been nimble; educators have rose to the challenge to help others learn in new and innovative ways. For the first time, the IICRC has approved certain courses and certifications to be offered online via live streaming. The transfer of knowledge and experience to those that serve our industry’s training needs must rise and challenge the status quo in delivering education. Companies and the individuals can benefit from the value that training and education can bring to careers and company results. As with most things, there is not a crystal ball about the training landscape that may exist at any point in the future. However, we can easily speculate by understanding of ripple effect of the pandemic both culturally and economically. We can also look at trends, other industries, the rapidly evolving learning technology and the understanding of distance learning. As individuals and organizations, we can anticipate, seek opportunities, and shift so that we may best embrace the potential benefits of expanded online and virtual training opportunities.

All good and valuable things require effort and nurturing. Training is a tool and an investment that can be utilized to grow, develop and create opportunity. It does not necessarily define success but can help lead us to it. It has been a long-time hurdle to on-board those new to our industry and organizations in a way that is engaging, efficient and productive. Benefiting from on-line training opportunities starts with choosing engaging and valuable courses that meet your learning and possibly credentialing objectives. As well, our organizations’ cultures and individual’s desires for growth and self-development must be fostered to support training initiatives.

The following is a list of a few considerations in embracing on-line training for your Restoring Success:

  • Online training benefits: The are many benefits that when deliberately embraced can be fully enjoyed.
    • Accessibility: We can access subject matter, skill training and development, educators and expertise, anywhere in the world at any time.
    • Flexibility: In the 24/7 world of organized chaos, programs that offer flexibility can be very helpful. In addition, self-paced learning allows individuals to move through curriculum at a comfortable pace on an individual basis.
    • Cost Savings: Some programs may present the opportunity to save.
  • Choosing Training Programs: Use the proper due diligence and thoughtfulness in selecting courses and programs. Consider specifically what you are looking for from your educational choices:
    • Gain insight and understanding to a discipline
    • Gain or develop a certain skill or competency (technical, soft, other)
    • Consider the level: Fundamental, Intermediate, Advanced, etc.
    • Practical Application
    • Certification/Credential/Documentation of Competency
  • Company Tips: As an organization, training and career development can be proactively managed, celebrated and be a part of the culture.
    • Be Deliberate: In the New Tech Under Your Wing, there are a variety of tips to help incorporate training and learning in your day to day operations. One of the most important that applies to in-person or on-line is to encourage field training and mentoring when applicable.
    • Engage: Reward and celebrate learning and growth.
    • Invest: Time, resources, and attention to the utilization of on-line training as a tool.
  • Individual Tips: There are a variety of resources available on-line to help individuals with being on-line and/or adult learners.
    • Be an active and engaged learner
    • Limit distractions
    • Scheduled your courses and be as committed to your commitment as you would be with a live, in-person course.

The time is now to develop your company and individual training and education programs while enjoying all the benefits in the worldwide land of learning opportunities.

Best wishes for happy, safe, restoring success.

A Cultural Shift

restoration managementLisa Lavender, M.T.R., M.F.S.R., M.W.R.

A quick internet search yielded millions of results on: Proper Handshake. Years of practicing and talking about how to give a proper handshake down the drain? I recall giggling with others when someone is a bad hand shaker…too limp…squeezed to hard…well for now, it’s one less thing for everyone to worry about.

The history of the handshake is very interesting. Many of us have likely been doing this for years when meeting new associates, customers, networking, and more. History tells us the handshake has represented a gesture of peace, a sign of good faith, a commitment to a promise, and even has represented an eternal bond. Now what?

We don’t know if the worldwide pandemic will permanently change our behaviors and culture, but we do know that it is changing it now. A few short months ago, in many circumstances, it was considered a social faux pas to not greet someone in what has become our cultural norm. Today, it is socially unacceptable to shake a hand.

How do we adjust our culture, our ways of expressing ourselves, our ways of bonding, and our ways of building and developing relationships? This is a challenge for many businesses and for restorers who take pride in delivering empathetic and compassionate services. To those who have experienced damage to their homes, belongings, and businesses, this is an important element in our service to them.

  1. Individual Self Awareness: As individuals, we need to have extreme self-awareness and be open to working as a team to adjust. We all have our own ways of expressing ourselves and connecting to others and as we shift, we can help each other. We have huggers, we have close talkersand more. Be open and positive in helping each other make the shift. I have a coworker, a hugger, who has extreme empathy for customers and creates bonds in her approach. We have open discussions about figuring out ways for her to express herself and establish bonds. “We can make her signs to hold up?” I myself can be a close talker (not too close…LOL). It is a way for me to express my focus and attention to a person, subject, or conversation. I am extremely self-aware, am now extra cautious to keep my distance, and open myself to others helping me; I will adjust.
  2. Documents/Plans/Procedures: As many of us must develop our systems, processes, and procedures to accommodate the presence of COVID-19 in our day to day, consider the process of integrating these new initiatives into our culture. In Restoring Success It’s All a Matter of Culturewe discuss how to integrate these types of developments into our actual culture. The following are a couple of concepts to serve as a backbone to the cultural shift.
    1. Precautionary Measures: Have a documented and thorough precautionary measure program that can be integrated into your day to day and make them part of the new culture.
    2. Operational Adjustments: There are many general changes from meetings to means of communicating. Phillip Rosebrook’s Creating a Coronavirus Business Action Plan is a great place to start.
  3. Technology and Digital: It is likely that you have all experienced virtual meetings and maybe even a happy hour or two. We have an abundance of technology to enjoy that helps and supports our cultural shift. In this context, challenge yourself and the team to stay up on all the latest; not just in tools but in the use of these tools. We must look beyond the technology and challenge ourselves to consider the importance of engagement, collaboration, and bonding which may or may not be fully replaced with technology. As an industry, we are tactile. If we employ technology without the appropriate attention to this, our relationships, our training programs, and more could suffer.
  4. Training: We should consider training for ourselves and team to help us best adjust.
    1. Soft Skills: I have a few co-workers who are amazing at expressing their care to a customer on the phone. This is just one example of a very important skill at this time. We must be on the top of our game at listening and all means of communicating. Our voice and writing are going to be front and center.

(I mean no offense as some of my favorite people use these terms, but I will use this opportunity and platform to share two words that are my pet peeves, 1) “Hey” – I don’t think it is a good greeting in writing…”hay is for horses” 2) “Yup or Yep” – it could seem flip and insincere in a response to something very important. No “hey or yup” …LOL!)

  1. Other: From technology to body language, keep it top of mind that as we adjust, there could be needs for training to do it best. As an example, at Restoration Technical Institute, we have begun the process of training and developing ourselves to learn how to best engage and train in an online environment. It is more complicated than just buying a webinar platform and we want to be excellent and so we must learn and train.
  1. Be Creative: There is a great opportunity to engage the team to be creative and at the same time keep the need to shift our culture to top of mind. Get the team started and let the ideas flow. Some examples may be:
    1. Pictures: We can do quite a bit with a picture of a smiling face. We can text them to customers, put on social media, and they can even wear them. Not only are we socially distanced, but some of us may look a bit intimidating with a face mask or full PPE.
    2. Proactive Communications: There are all kinds of proactive communications that will let people know how you feel and what to expect. Let people know the masked team they must stay far away from still cares. One idea: send a thank you text with a picture after an emergency.
  1. Company General Environment: There are many general things that could be considered in your organization that could help the shift.
    1. Huddle (far apart or from a distance): Talk about it frequently. Keep the lines of communications open. Keep it all top of mind in a positive environment and it will serve you well.
    2. Openness: Transparency and collaboration are key. There is no place for defensive attitudes and an unwillingness to change or adapt.
    3. Lead by Example: This universal truth is more important than ever. Leadership must exemplify what is expected and necessary during this challenging time.
  1. Eating: Some may call foul on this item being on the list! I am half Italian and breaking bread, eating together, feeding others; food is a big part of my world. I am stumped.
    1. I often recommend taking candidates to lunch because people let their guard down and are more relaxed when eating. It’s a great way to get to know each other.
    2. In our training center, we have food rules! No pizza and sandwiches and we have an ice cream machine because ice cream makes people happy. Now what!?!
    3. On someone’s first day, it is a rule to take them to lunch.
    4. We celebrate, bond, reward with food. I love feeding people. I love eating with others.
    5. I want your advice! The eating situation has me thrown for a loop. A GoToMeeting does not replace this for me. I would love to hear your tips for this big change.

This is a short list of things to consider in the wake of the necessity for a major cultural shift in our world. Although we can only speculate on the long-term impact on our behaviors, we can proactively and positively begin to adjust.

Restorer’s Perspective: Software Is A Tool

restoration management software, restoration managementIn the early 2000s, when I was just beginning my career as a restorer, I recall the buzz about the “cloud”. I am by no stretch a “computer geek” but it sounded like something exciting. Wanting to constantly employ the latest technology in all aspects of the business, I ran around the office declaring that we needed a cloud (totally clueless of what that meant). I came in one morning to a picture of a cloud on my door labeled, “Lisa’s Cloud”. Fast forward to 2018, I became co-owner and VP of Operations Design of iRestore, a cloud-based restoration management software company. It began when I was searching for the right cloud-based system for my company. I found iRestore and began working with Ryan Smith, who literally grew up in the industry and is a former owner/operator of a restoration company himself. From there, we began working closely on developing iRestore for my restoration company. We shared instant synergy as we worked together and quickly realized we made a perfect team. To my husband and business partner, Ted, I continually and enthusiastically chattered about the developments and ideas we had. One day, Ted simply stated, “Ask him if he wants to become partners.” The rest is history. Ryan and I officially joined forces in January 2018.

Joining the iRestore team is a true extension of the passion found in serving other restorers through our training center, the Restoration Technical Institute. We find joy in sharing missteps, successes, and anything else that could help an industry colleague succeed. I enjoy developing and improving systems and workflows and talking to other restorers about their operations. The software industry is where I can put my operations background, observations, and understanding of the intuition of restorers into the design of our software system. My objective is to contribute to the marriage of efficient systems that support the flow of restoration operations and the organization.

Software is a tool. It’s a tool not unlike many of the tools we use every day. It’s designed to be a part of your organization and help you serve others. There are many choices and they are not necessarily one size fits all. Each company must consider the features, price, and what is best for their organization. When acquiring any new tool or technology, consider the following short list:

  1. Cost vs. Benefits
    1. Benefits internally: Efficiency, information flows, improved outcomes, etc.
    2. Benefits to those we serve: Reports, information, communications, etc.
  2. Training and Implementation

Since becoming a part of the software industry, I have developed some thoughts and opinions about software’s place in operations. This may serve to help you choose, implement, and consider its place in your organization.

1.  It’s not a silver bullet. I am the first to tell fellow restorers, “software is not a silver bullet.” A basic customer service principle that I hold dear is to proactively manage expectations. I believe that within companies, the standards and best practices can remain a constant while the “how” may evolve with technology. The company’s operations and the team’s adherence to them is not dependent on software. Software is a tool that can help performance and help leadership manage the operation and team.

A prime example is documentation. Most restoration organizations understand the importance of job documentation and likely have clear requirements. The expectations may be in the forms of SOPs, best practices, or other company standards. In 2000, our company used mini-tape recorders and a person to transcribe the recordings into job records which included all relevant and meaningful job-related updates and communications. The standard remains the same; the means (using software and voice to text) is different. Team members who adhere to  will continue to do so with software. Those who do not follow guidelines will continue to not follow the guidelines with software. When I refer to the “silver bullet”, software does not make people document the job file. Software can make it more efficient and create benefits within the organization like real-time accessibility of information, but it does not make someone document. If the team is not engaged and held accountable to the standards set forth by the company, software will not change this.

2. Infrastructure Only. Software can provide a structure, order, and consistency. It can create efficiencies and offer a variety of features that helps the team and benefits customers. Our tag line is, “Powering your Vision, Values, and Leadership” and this speaks to the point that every company is special in its own way and is driven by something bigger, greater, and more powerful than software.

3. Too Much of a Good Thing.

  1. Software can create accessibility to a wide variety of metrics and reports that serve the operation well in many ways. Much of this can be generated through the natural movements within the organization using software. There is a balance to be met as too much data collection (at a cost) and reporting can be distractive and counter-productive.
  2. Reminders, flags, and other features that help the team move according to specified protocols and best practices is important but must be balanced using good judgement. The team needs to be engaged in doing their jobs and accountable to their organization. Over-reminding can have the opposite affect where the team can begin to ignore everything.

4. Flexibility in the system. I learned a lot about this from my partner and our software users. It is good for a system to have the proper balance of structure and flexibility to accommodate the unique needs of each company, accommodate growth, and potentially support related lines of business.

5. Think Upside Down. This was almost our tag line because it is of the utmost importance to consider the role and/or the positions of the users in the organization. Whether you are the owner/operator who at any times wears many hats: technician, accounting, HR, marketing, etc. or you’re the Operations Manager of a large firm, the software will not serve the CEO well if it does not serve those in all positions well.

As being part of the software industry, I often joke that my goal in life is that no restorer anywhere will ever need a spreadsheet again. I have also learned that contributing to the development of software has been very rewarding for me and a job that will never end as you are never done developing.