January, 2020 | iRestore Restoration Software

Building Strong Customer Relationships With Restoration Management Software

restoration management software, client relationship software, customer management softwareMost restoration companies know that to be successful, they need to take the time to build relationships. The relationships you have with other businesses, insurance agents and adjusters, potential clients and current clients can make or break your business. But, building and establishing relationships can take a little bit of time and work – and good record keeping!

One thing that a lot of restoration companies miss out on is having a great CRM Management program that can help them keep track of and store valuable information about their contacts. Without the right kind of customer management software, you could be running blindly and will eventually find yourself trying to re-build broken connections – or losing them altogether.

Here are some common mistakes many businesses make while trying to build and maintain relationships outside of the business that can be resolved with management software designed specifically for restoration companies.

  1. Forgetting Customer-Related Tasks– How many times have you got on the phone with a client just to find out that you did not do something that you said you were going to do? Though it may be a small, simple mistake, statistics show that after one negative experience, 51% of customers will never do business with that company again. Think about your experience with a company that failed to provide information that you needed or respond back to you when they say they will; your customer experience quickly deteriorates.
  2. Not Following Up – An estimated 89% of businesses compete through the level of customer experience they’re able to deliver. Customer service doesn’t stop after a service has been provided but can continue to build after a restoration project is completed by following up on customer satisfaction. With CRM management software, your ability to track job status and set follow-up tasks with an individual client is simple and easy. You won’t miss out on an opportunity to gather customer feedback, request a review, and thank your client for their business ever again.
  3. Missed Connections – When your business has several people working in different fields that need to be contacted about a job, it can be really easy for a potential client to get overlooked or an appointment for an evaluation to be missed. This is often related to an employee not receiving contact information or the wrong contact information. You can avoid that problem with our restoration management software because it allows you to email or call any contact with just a click of a button.
  4. Gathering Data – Helpful marketing data is often overlooked due to disorganization in client information. When data is missing, you can miss out on helpful marketing information like where your jobs are coming from and what marketing avenue is a good source of income for you. Restoration management software by iRestore is a great place to keep track of where your leads are generated so you can make more effective marketing decisions for your company.

Organization is key. With effective restoration management software, you will be able to build and maintain client information easily and by each employee that has contact with your clients. The information that you collect and use can help you build strong relationships, catch easy-to-make mistakes, provide optimal customer service, and gather valuable feedback – in one simple program. Contact iRestore to request a demo today.

Burnout in the Restoration Industry: Effective Workload Management | Part 3

employee burnout, restoration business management

Editor’s Note: 

This is the third and final article of a multi-part series on employee burnout in the restoration industry.  Part one introduced the nature of burnout and summarized findings from a study on burnout in the restoration industry. Part two was a discussion on things restoration companies can do to manage one of the most complicating factors for burnout among restoration professionals – workload. Part three advances the conversation and discusses what restoration professionals can do at the individual level to manage workloads more effectively.   

As we considered the findings of the burnout study and addressed hours worked, we first examined possible solutions focused on volume and capacity at the organizational level. When we consider the same dials of volume and capacity at the individual level, it is in the context of both the design of the operation and its culture. Individual volumes that allow for an optimal work-life balance will be contingent on a variety of factors that include but are not limited to capacity, competence, proficiency, efficiency, stress tolerance, focus, and organizational skills of the individuals. Although we consider adjusting the dials of volume and capacity at an individual level, this ability will be influenced by the culture and capabilities of the organization. There must be a level of personal responsibility for one’s own desire to find the proper work-life balance, commitment to the organization, and their individual roles. The company must share by supporting and creating a culture and operation that supports the adjusting of dials at the individual level.

Individual Volume

Due to the nature of the industry, one could say that a certain amount of flexibility and stress tolerance is a trait shared by many – restoration professionals appear to be highly resilient. At times, restorers may seem to be at their personal “best” when the chaos hits, and this may be supported by the finding that participants reported elevated feelings of professional efficacy while experiencing elevated feelings of exhaustion and cynicism – which is unique when compared to patterns in other industries.

1.  Open Work Environment:  Individuals and supervisors should have open communications regarding the volume of assignments.

Supervisor: “I have another job to go over with you”

Team Member: “I am feeling overloaded. I can take a new job next week but could really use a couple more days to get caught up”

Supervisor: “I will give it the job to Joe. Is there anything that I can do to help you?”

This comes with the caveat that managers need to be able to discern what volume a particular role should be able to manage and individual capacity. If someone has demonstrated they are not able to thrive under reasonable circumstances and with proper training, other options may need to be explored.

2.  Assignments: The operation should be designed to manage assignment volume appropriately.

  1. It sounds simple but without accessible information and/or understanding of workflows within the company, it will be difficult to manage individual workflows. A simplistic example is to consider a CAT event. The workload first peaks in the field operations. Several weeks later, the peak in company volume may flow into the administrative functions and affect administrative workloads (bills, invoices, and collections).
  2. With the objective of assigning volume appropriately, we must understand the individual team member’s capacity and be mindful as we make assignments. We cannot arbitrarily make assignments based on job titles/descriptions. At any given point, we must consider the complexity of assignments and the individual’s capacity. For example, one team member may be able to manage 10 jobs effectively and another in the same position may be able to manage 20. A side benefit of this is that the company will likely be able to deliver services more consistently to the organization’s standards and objectives.

3.  Workflows Adjustments:  In consideration of the labor shortage and the fact that much of the workload within the restoration industry is technical and specialized, there may be an opportunity to control workload by challenging the current workflows and reassigning tasks. There are functions and flows within many parts of our organizations that require a combination of training and experience some of which are highly specialized. There are functions that may be easier to train and may have more accessible resources available. Workflow adjustments may be made within the organization as a response to workloads increasing for the individuals. As presented in Part 1, organizational level cross-training may give the ability to adjust workflows within, when deemed appropriate in controlling the workloads. An adjustment may also be approached by adding team members or outsourcing. Consider the following examples:

  1. Crew leaders and technicians are working a high number of hours. One of their responsibilities is to clean and restock the equipment after a loss. This function can be easily trained and facilitated by team members other than the crew leaders and technicians.
  2. Estimators are overloaded and one of their job responsibilities is to prepare the invoice. This is a part of their workflow that may be reassigned allowing them to contribute their specialized skill and relieving workload.

employee burnout, restoration business management

Individual Capacity

The organization must recognize the concept of capacity within the individual team members. A combination of encouraging, valuing, and investing in the development of individual capacity is a key ingredient to the ability to improve it. Individuals must take ownership of their capacity and understand the economics of it. It is in the best interest of individuals and the organization to increase individuals’ capacities. As one’s capacity grows, the individual can handle more work in less time, essentially reducing hours worked at a given volume of work. Individuals could also increase their value to the company. This basic principle can be observed in the practice of piece-rate work, where people are compensated based on output. Although the restoration industry does not lend itself to this method, the economic relationship between output and value is illustrated by it.

  1. Resourcefulness:  By definition, resourcefulness is “having the ability to find quick and clever ways to overcome difficulties.”  Be resourceful, challenge the status quo, and contribute to all aspects of adjusting workloads for you, for others, and for the organization. Applying resourcefulness includes but is not limited to evaluating and employing technology, evaluating workflows, finding new resources, and improving efficiencies.
  2. Management Principles and Work Habits:  The organization should support, and the individuals can be driven to increase their capacity, by developing skills like time management, email management, and being organized. Consider the time wasted looking for supply, piece of equipment, finding an email, touching the same document 10 times before we act. There is an opportunity to increase our capacity and possibly reduce the inherently related stress by developing ourselves in these disciplines.
  3. Proficiency:  The more proficient we are the more we can complete in a given amount of time. There are a variety of skills needed within a restoration company from monitoring a water loss to computer keyboarding. Companies should celebrate, develop, and encourage individuals to increase their proficiency in their skills and trades. In addition to executing our responsibilities with quality and consistency, we can grow and improve our proficiency in our skills and trades and be driven to do so. As an example, an estimator who is a novice will have to practice and be diligent, as a $5,000 estimate may take two hours to sketch and write. As proficiency is developed, the same $5,000 estimate may be completed in 30 minutes. At a given volume, the improvement in proficiency provided a net gain of 1.5 hours.

Organizations and their members can proactively manage volume and capacity to have a positive effect on the hours worked as a contributing factor to burnout within the industry.

As an industry, we can bring to the forefront the necessary skills, competencies, and practices that help its members enjoy the reward and opportunity offered. In consideration of the burnout study, by adopting these notions not only can we help professionals within our industry better enjoy the benefits and rewards of being a restoration professional there are additional benefits. In a time when finding new people to enter the industry is a challenge, we can better manage with the resources we have, we can help make our organizations stronger financially, and we can better serve those who call upon the industry in times of need. Beyond technical and soft skills, strategic operations, execution, workflow training, theory, and development can be actively pursued.


Avila, J., & Rapp, R. (2019, January 2). Restoration industry burnout study. https://doi.org/10.5281/zendo.3404108

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Deloitte. (2018). Workplace burnout survey: Burnout without borders. New York, NY: Deloitte. Retrieved from https://www2.deloitte.com/us/en/pages/about-deloitte/articles/burnout-survey.html

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Restoring Success: Lisa’s New Year’s Resolution

restoring success, restoration management

By: Lisa Lavender

No more tacit approval.

I know that I do it; I do it too much. I know it is counterproductive to many objectives and I know that it sets a poor example for others in leadership positions. I am resolved to stop giving tacit approval.

What is tacit approval? It is giving “approval” by a lack of addressing something; the unintended consequence of silence is the implication of approval.

Let’s take a very simple example. Appropriate footwear in the restoration industry is a must. Someone reports to work and is walking around the warehouse in flip-flops. You see it, walk by it, say nothing and do nothing. As a leader, your silence is implying approval of wearing flip-flops to work. The next day someone else is wearing flip-flops; everyone in leadership sees it and says nothing. Next thing you know, you walk into work one day and you have a full-on flip-flop disaster with half the company in flip flops with toes exposed to danger everywhere.

Our culture and operating results are often a result of what everyone is consistently rallying around both in the “most important” operational movements to the values and behaviors. The things that stay front and center, get attention, and get talked about often become part of the organization’s everyday norm. Likewise, the details and performance issues that go unaddressed also can quickly become the norm, not through formal policy or declaration but via tacit approval. Tacit approval is related to the concept of accountability; however, the result is that it is literally perceived as approved and acceptable behavior.

I personally have had this experience with the policy of personal cell phone use during work hours. This is prohibited but often goes unaddressed. Every so often, we see an excess of personal cell phone use, do a crack-down, a couple of months later, the leadership (including myself) starts walking by as phone abuse happens and then once again, it is a problem. If it was consistently addressed in a positive and constructive manner by leadership, it would likely be less of a problem.

Tacit approval can be a problem with details like positioning cords that create tripping hazards or larger performance issues like failure to update job documentation according to company standards. Why is tacit approval committed?

  • Not wanting to seem difficult to please or picky.
  • Lack of time.
  • Our attention is drawn to other things.
  • Avoidance of confrontation.

My resolution stems from my Dad. A retired insurance executive, he has been coaching and developing the leadership in our organization for many years and has bestowed much valuable wisdom upon us. Thoughts from Dad, Paul Pinchak, affectionately referred to as our Senior Consultant:

Too often, managers use the following thought process:

“I’ll talk to him next week…”
“I’ll wait until her review to bring this up.”
“It’s really not that bad, maybe he’ll do better next time.”

Managers and supervisors at all levels need to be aware that by not addressing a work-related performance issue, an individual is likely to assume what they are doing is acceptable. The longer it goes on; the longer the reinforcement that all is well. The manager who puts off (sometimes indefinitely) talking to their subordinate on an issue that needs to be addressed is doing their organization and the employee a disservice. Is it always easy? No. Is it part of a manager’s responsibilities? Yes.

After nearly 20 years of lecturers about giving tacit approval and my own awareness of what I am doing, I have made this my new year’s resolution. No more tacit approval or excuses for giving it.

I wish you the best-restoring success in 2020 in both your goals and resolutions.


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