Industries
Restoration Playbook

Restoration lead response automation built to book more qualified work.

Respond to water, fire, mold, and storm-loss leads with triage workflows built for urgency and documentation.

Restoration best for

Water mitigationMold remediationDisaster response teams

Why restoration leads are different

Water, fire, and storm losses create urgent requests in which the caller needs a clear next step. Capturing whether water is still active, whether the property is safe to enter, and where the loss occurred helps the team triage the request before dispatch.

Documentation also matters. Loss type, timeline, insurance involvement, property access, and approved photo collection can give the mitigation team a more complete intake record before arrival.

Illustrative Scenario

How a water loss books elsewhere while you're pumping out a basement

  1. 11 PM: a washing machine supply line lets go on a second floor. The homeowner shuts the water and starts calling.
  2. Your crew is mid-job across town; the on-call phone is in a wet basement. The call misses.
  3. The next company's answering flow responds by text immediately, confirms active water, and commits a crew.
  4. The homeowner stops calling. Their insurance adjuster will meet your competitor tomorrow.
  5. You return the call later, but the property owner has already arranged a response.
Example Response Flow

One practical way an urgent inquiry can move through the system.

0:00

Any missed call or form gets an immediate text: "Is water actively flowing? Is everyone safe?" — commitment starts now, not after a callback.

0:02

Intake collects loss type, affected areas, and photos, and tells the homeowner what to do while the crew is en route.

0:05

The on-call lead gets the full picture — address, loss type, photos — and confirms dispatch with one tap.

0:30

Insurance questions go out by text: carrier, claim status, policy number if handy. The file starts building before arrival.

Day 1+

Document collection and adjuster-coordination reminders run automatically through mitigation and rebuild.

Timing is illustrative, not a performance guarantee. Automated calls and texts must be configured around appropriate consent, sender identification, revocation, and opt-out handling.Review the FCC guidance.

Conversion Plan

Where restoration revenue leaks — and what plugs it.

Urgent requests need to be identified and routed quickly. These are the lead types, leak points, and outcomes the install is built around.

Primary lead types

  • Water damage
  • Mold remediation
  • Fire and storm losses

Common conversion leaks

  • Seconds matter on emergency losses
  • Intake details are incomplete
  • Insurance details are missed

What the install is designed to improve

  • Faster mitigation bookings
  • More complete claim intake
  • Improved emergency conversion
FAQ

What restoration owners ask us.

We already answer 24/7. What does this add?

Even a strong on-call setup can miss a call when crews are occupied. An automated acknowledgement and structured intake provide a fallback, while dispatch still controls the actual service commitment.

Does it collect what we need for the insurance file?

Intake is built around the claim: loss type and source, water category indicators, timeline, photos, carrier and claim status. It's in writing with timestamps from first contact — which your file will thank you for.

Most of our work comes from plumber and agent referrals, not search.

Referred customers still call, and referred calls still get missed. The response system doesn't care where the lead came from — it makes sure the referral your plumber sent you doesn't bounce to a competitor.

Can it separate emergency losses from reconstruction inquiries?

Yes. Active losses route to on-call dispatch; rebuild and estimate inquiries book into your project pipeline with their own follow-up cadence.

Next Step

Find out how many restoration calls you're actually losing.

We'll pull your missed-call reality into the open: how leads reach you, what happens when nobody answers, and which response workflows to install first.