Owner OS for property restoration
Alarms for property restoration
“The drying was done weeks ago, but the estimate is still sitting with the adjuster and the equipment is still on site.”
A restoration company makes money in the gaps between a loss, a dry job, and a paid claim. Scope lives in Xactimate, claim status in XactAnalysis, moisture logs in Encircle, and jobs in DASH or PSA, while cash lands in QuickBooks. When those do not line up, jobs sit in WIP, estimates wait on review, and money stays out longer than anyone realizes.
Eight alarms we build for property restoration
- Dry jobs not billedFlag water jobs that hit dry standard and had equipment pulled, but still have no estimate uploaded or invoice sent.
- Estimates stuck in carrier reviewTrack every estimate sent to a carrier or TPA, flag the ones with no review or payment, and see which carriers are slowest.
- Jobs stalled between mitigation and rebuildFlag losses where mitigation is done but the rebuild is not estimated, signed, or scheduled, before the customer goes elsewhere.
- Drying equipment left on siteCompare moisture readings and equipment logs to catch air movers and dehus sitting on dry jobs or missing from the warehouse count.
- Missing moisture logs and photosCheck every active water job for daily readings, photos, and signed forms, so documentation gaps get fixed while the job is open.
- Labor running past the estimateCompare paid crew hours to the labor your Xactimate estimate supports, job by job, so you see margin slip while the job is open.
- Carrier program deadlines at riskTrack contact, arrival, and estimate upload deadlines on program jobs, and flag the ones about to miss before your scorecard takes the hit.
- Claim payments stuckFlag approved claims with no payment, checks waiting on mortgage company endorsement, and homeowner balances aging in AR.
Reads from the tools you already use
- Xactimate
- XactAnalysis
- Encircle
- DASH
- PSA
- Symbility
- QuickBooks Online
- QuickBooks Time
Read-only by default. A guardrail layer controls exactly which data the AI can see, and anything that sends, spends, or deletes needs your approval.