Features

Call Report Forms are used to document the following project information:

• Date Contacted through Date Paid fields
• Project Type
• Project Location
• Owner/Insured information
• Insurance information
• HOA information
• Property Management information
• Most used emails easily stored in dropdown menus

A powerful and fast way to checkoff multiple line items that transfers to the estimate/invoice!

• We have provided a Mitigation Scope Form to get you started!
• Add all your companies line item pricing
• Create unlimited Scope Forms for different job types
• Ability to select line items from multiple scope types
• Quickly add line items to individual or multiple affected areas
• Miscellaneous line items Scope
• Choose regular or after hours prices
• Unlimited notes

Line items are populated automatically from the scope forms

• Affected Areas are populated automatically
• Dimensions for Affected areas
• Line items transfer from scope form automatically
• Delete line items
• Add notes to each line item
• Line item regular and after hours option
• Add days to equipment line items
• Change UOM
• Change unit prices
• Add line item taxes
• Add line item O&P
• Add manual line items
• Unlimited notes
• Change estimate to invoice
• Add a revised total
• Electronic signatures
• Estimate / Invoice Summary

Summarizes all line items for the entire project

• Dimensions totals for all affected areas
• Line items totals for all affected areas
• Area totals by Percentage
• Area totals by Tax
• Area totals by O&P
• Area totals by Price

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We provide customizable Contract Forms with Electronic Signatures for all your projects!

• Work Authorization Forms
• Anti-Microbial Forms
• Release from Liability Forms
• Customer Responsibility Forms
• Certificate of Completion Forms
• Work Stoppage Forms
• The ability to create unlimited contract forms
• Capture Electronic Signatures
• Obtain Remote Signatures
• Unlimited notes for Contract Forms
• Daily Logs which will help you organize all your project notes in one place

Moisture Maps

Moisture Maps are used to document daily moisture content readings in building materials

• Affected Areas are populated automatically
• Customizable Structure dropdown lists
• Customizable Material dropdown lists
• Dry Timers help document dry times and help justify payment

Psychrometric Report

Psychrometric Reports are used to document daily psychrometric readings

• Affected Areas are populated automatically
• Outside, Unaffected, Affected, dehumidifier and Hvac readings for each Affected Area
• Temperature readings
• Relative Humidity readings
• GPP readings
• Dew Point readings
• GPP and Dew Point readings are populated automatically
• Add multiple drying zones to Affected Areas

Efficiently track and document all your equipment

• Add all your equipment to inventory
• List by Category, Make and Model
• Track equipment per crew or truck
• Set and pickup equipment on the Customer Responsibility Form
• Available, Set, Loan, Missing and Inoperable statuses

Form Builder allows you to create unlimited contract forms

• Standard legal text is provided which can be used, edited, or deleted and replaced with your own text
• Add Tokens to your text that will automatically enter information from the Call Report Forms. (For example: Owner/Insured Name, Dates, Job Address, etc.)
• Add manual text input fields to your statements

Have your Contracts sent to other states to be signed and automatically sent back to the project

• Send desired contract forms through email
• Once forms are signed they populate back in the associated project automatically

Integrations:

• CompanyCam photo integration option

Three ways to request reviews

• Text
• Email
• Capture Onsite

Reviews not only demonstrate how your company will perform to potential customers, they can dramatically improve your search engine performance. This is essential when attempting to attract more customers and increase conversion. Reviews are also a powerful way to expand your social and digital footprint.

We have built an automatic review request feature into our software. Restoration Estimating & Invoicing Solutions provides a standard review statement that you can use, edit or delete and replace with your own. It also lets you upload up to 3 review links for your company. When a project is completed, you have the option to send out an email and or text to the owner/insured. You also have the option to acquire a review on the spot, at the job site!

It couldn’t be easier.

• Customize your companies Affected Areas dropdown list
• Customize your companies Moisture Map Structures & Materials dropdown list
• Change the order of how you see your forms in your dashboard
• Customize the provided Mitigation Scope Form
• Create unlimited Scope Forms for different types of projects
• Add your regular & after hour prices
• Customize all provided contract forms
• Create unlimited contract forms with a form builder
• Add Tokens to contract forms that will auto fill from your Call Report Form
• Add manual text lines, accept/decline check boxes, initial fields, yes/no check boxes to contract form statements