iRestore’s Referral Chart Reference Guide

restoration management, restoration management software

To get the most out of your iRestore reporting system and features, it is critical to collect thorough and accurate information at the onset of the job. We have designed a Referral Chart Reference guide that can be adjusted to track based on your company’s needs. Check it out below:

restoration management, restoration management software

Tips on how to use your Referral Chart Reference Guide:
1. Train your team to collect the right information with the use of the chart.
a. Consistency is key.
b. Ask the right questions of your customer at the right time.

2. Utilize the reporting features to constantly evaluate the results and sources of your revenues.
a. Share reports with the appropriate team members.
b. Have a routine meeting schedule. For example, evaluate key reports once a week.

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