Property restoration · United States
Estimating and job platform for a US restoration franchise
A phone-first platform that takes a water, fire or mould job from the first site visit to the final invoice.
The challenge
Rough order-of-magnitude (ROM) estimates had to be worked up from site notes after the visit, and jobs, crews, timesheets, moisture readings and invoices lived in separate places — so it was hard to see whether a job was making money while it was still running.
What changed
Estimators can produce a consistent ROM estimate from their phone while still on site, and the owners see the pipeline and job profitability in one place instead of piecing it together afterwards.
What we built
- AI-assisted ROM estimator: square-footage and time-and-materials pricing, room by room, with site conditions
- Voice dictation on site that keeps working without signal and syncs later
- Project pipeline board with live profit and loss on every job
- Crew schedules, timesheets and QR-code clock-in
- Field records: moisture logs and site documents against each job
- CRM for clients and insurers, with voice-to-text notes, follow-ups and tasks
- Electronic signing, invoicing and payments
- Executive dashboard across the pipeline
Status: Estimating is in daily use; the CRM, invoicing and payments modules are being rolled out in phases.Client name withheld under NDA.