窪蹋勛圖

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Challenge: Manual documentation and time-consuming sketching slowed jobs and reporting.

Solution: 窪蹋勛圖 streamlined field documentation and digital reporting.

Result: More site assessments per day and faster, more accurate estimates.

The Challenge

Entering a completely new field, Michael relied on his training with the Restoration 1 franchise to get him up to speed quickly. They told us that when you’re out in the field and you’re running a job, documentation was gonna be highly important, Coates reflected.

He was surprised at how much of the documentation involved paper and manual processes. He recalled, “They handed me a clipboard. And I just said, Theres gotta be a better way…Once we rev up, I’m definitely going to look into software.

In the early days of his business, his team was spending huge amounts of time sketching out properties. It takes so long to sketch…If you’re on a large loss, you’re probably looking at a minimum of over an hour just sketching alone,” he commented.

The Solution

Michael selected 窪蹋勛圖s field documentation platform for his business. “From what I researched, and with my tech background, 窪蹋勛圖 made the most sense, Coates explained. It had all the tools he needed to get airtight documentation for insurance claims, including date & time-stamped photos and videos, drying logs and moisture maps, as well as reports that were easily created and shared.

Simplicity was the name of the game in rolling out 窪蹋勛圖 to his team. “They have all bought into it Everybody understands it, its very user-friendly And they like the fact that it’s on your phone and it’s not a bunch of paperwork,” explained Coates.

Within the first year of his business opening, 窪蹋勛圖 added Floor Plan, which solved his biggest time-suck in the field Sketching.

Michael Coates

The Results

1. More assessments completed per day

Time is of the essence I’m looking at how many assessments we can actually squeeze into a day, explained Coates. 窪蹋勛圖 Floor Plan helps Michaels Project Manager complete more assessments each day, because he isnt stuck sketching by hand. “What used to take an hour, now it takes minutes to just use your phone or iPad to be able to create your sketches.”

His PM uses notes in 窪蹋勛圖 to capture and communicate the scope of work almost instantly. He’ll sit in the truck for maybe 10-15 minutes, and create his scope of work. And my admin has access to everything in real time, so she’s off to the races.”

2. Faster, more accurate estimates. None of the extra overtime costs.

Michael’s team can now turn accurate estimates around faster than ever before. We’re talking the same day in some instances匈t’s made a world of difference in our operation,” he reflected. His Admin can get instant sketches by importing their 窪蹋勛圖 floor plans directly into Xactimate, allowing the business to meet the tight turnaround times that stakeholders are demanding.

Before 窪蹋勛圖 Floor Plan, Michaels admin was working long hours to keep things moving. She’s a mother of three and she once spent literally all night working on a large estimate, held up by having to draw sketches for all of the affected units.” Going forward, his software choice will prevent his team from sacrificing time with their family, while saving him significant overtime costs.

People may balk at, hey, this is costing me money, but look at how much overall you’re going to pay in over time if you don’t have it吁o, do the math, stated Coates.

3. Easier communication & Faster approvals

Insurance companies and policyholders are demanding faster turnaround times and higher-quality communication more than ever. Michael and his team meet these demands using the detailed, professional reports from 窪蹋勛圖, packaging up all the necessary documentation with a couple of clicks.

In addition, the detailed drying logs and moisture maps within 窪蹋勛圖 Hydro, have allowed a smoother approval process for water mitigation jobs. “We get no push back on drying logs at all,” Coates stated.

Michael Coates

Conclusion

Choosing 窪蹋勛圖 has been a game-changer for Michaels business, fueling growth and streamlining operations. As he eyes further expansion, Michael knows that 窪蹋勛圖 will continue to be a key player in his success story, helping him manage the challenges of a booming business with ease.

Coates commented, We’re looking to expand Innovative software, and the latest, greatest technology, is a huge asset to our operation.”

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