How to Build a Resilient Restoration Business Based on IICRC and OSHA

It all comes down to documentation. Comprehensive documentation can provide irrefutable evidence that your company is meeting industry-wide standards on a consistent basis. 

So, how do you go about it? Here are two important tips:

1. Develop a Documentation SOP – In the context of restoration, a Documentation SOP (which stands for ‘Standard Operating Procedure’) is a comprehensive guide that outlines the documentation steps and protocols to be followed during various stages of a project. In other words, it serves as a roadmap for capturing critical information from start to finish.

2. Use Digital Documentation – Significantly faster and better than paper documentation, this method streamlines document development and organization, making any file easy to create, store, find retrieve and share. The most efficient digital tool for this purpose is an all-in-one field documentation app, such as magicplan. A robust app will standardize the way your company collects and organizes project notes and data by:

- enabling fast, easy sketching of rooms that require restoration services

- permitting sketches to be enhanced with photos, notes and objects

- allowing easy creation of custom forms and custom attributes templates that can be set up to collect data in a uniform way across your entire team (for example, you could add a custom attribute to moisture-meter objects within floor plans, to document daily moisture readings)

- simplifying documentation of equipment placement and use at a job site (e.g., adding a custom attribute to dehumidifier objects within a floor plan, to document which days those were used)

- permitting easy creation of field photo reports that can be exported and shared

- integrating automatically with Xactimate®