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

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.

Sometimes the Brilliance is in the Simplicity of the Solution

May 10, 2021
Lisa Lavender, M.T.R., M.F.S.R., M.W.R.

The Back Story: As with many supplies used in the industry, the price of trash bags has increased. We buy lots of trash bags. At the same time, we are working on developing our course, “Not Just Trash”, which can be more complicated than you may imagine. I have lots of trash stories and a secret waste management passion. Part of my trash training inspiration is a quote from a co-worker, “Everyone laughs, but you can tell the new people on a water loss because they overfill the trash bags.” 

All these dynamics have led to a lot of “trash” talk. Something smelled in my trash, enter odor control 101 – remove the source, so I removed the trash bag that had plenty of room for more trash. I embarked on a simple trash gathering stroll focused on getting the most out of the bag. Next thing I know, I was muttering about the trash bag price increase, the need to train people on using the right trash bag for the right job, weight, types of debris, and so on and the story of putting too much debris in the bag on a water loss, it becomes too heavy, the bag may break, safety issues, and so on. All this information was swirling around and then a co-worker simply said…

“Lisa, did you ever think of buying smaller trash bags?” 

The Answer: No, I had never thought of that.

I am totally embarrassed to share with everyone that I had never thought to buy a smaller bag.

The Brilliance of a Smaller Trash Bag:

  1. Safety: A smaller trash bag will reduce the risk of a bag becoming too heavy to safely transport.
  2. Secondary Damage and Inefficiency: A smaller bag reduces the risk of putting too much weight in the bag and the bag breaking, making a mess.
  3. Cost, Waste, Environment: The smaller bags cost less. The bag in question is mainly used for construction types of debris and much of the bag goes to waste due to the nature of the debris and its weight. It is also better for the environment.

I share this with you because it reminded me of some very important concepts that we must remember as leaders and problem solvers:

  1. “The way we have always done it”: Almost 21 years of buying the same bag, left us settled. Nobody was challenging the status quo or pushing for an improvement. We must constantly push the boundaries, inspire each other, and maintain a “continuous improvement” culture.
  • Invite new members of the team to share any observations or opportunities toward improvements. Fresh eyes may sometimes identify opportunities that others may miss.
  • Challenge the team to make an improvement to something that on the surface does not seem to be a “problem”.
  1. Identify the Problem: In Getting to the ROOT of the Problem, the first step is to identify the actual problem. I really was just trash bag rambling and did not define the problem which would have been simple and likely quickly solved.
  2. Listen:  When we all really listen to each other, so much good can come of it. My co-worker was listening to my rambling. In turn, I listened to his simply stated solution.
  3. Simplicity: Our world is full of complexities at every turn. As restorers, it is in our nature to be problem solvers. However, we must be careful to not overcomplicate things; not to overcomplicate any problem or the potential solutions. Sometimes simple problems deserve a simple solution. On the other hand, sometimes even complex problems or what seems complex deserves a simple solution.

A practical example:

Problem: Strained resources and manpower.

Process Change: The process was that when equipment was pulled from a job; it gets immediately cleaned and restocked by the person who pulled the equipment. The change was to establish an equipment drop location and schedule the cleaning and restocking of equipment.

Result: This process change gave more flexibility in managing and juggling the resources of the company. It also improved the scheduling and capacity. The skilled and trained team members had more time to do their specialized jobs. The equipment cleaning needs could be scheduled, and it was easier to train and develop skills to clean equipment than many of the other skills and trades that were needed.

In our complex and busy worlds, it is easy to become consumed by the chaos. Enjoy and look for simple solutions. Accept the simplicity when it can be found and remember that even if a “solution” did not work, just try another way. I am thankful that my big trash bag “problem” reminded me of some very important things. It is also very gratifying when you take even a little step forward towards improvement.

May you find simple solutions and much continued Restoring Success.

Originally Published: https://www.randrmagonline.com/articles/89416-sometimes-the-brilliance-is-in-the-simplicity-of-the-solution

Documentation: Just Do It

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