Most restoration companies track jobs across a whiteboard, a group text, a spreadsheet and one technician's phone, and the office rebuilds the file from all four. Job management software such as Restomo replaces that with one job record that the office board, the crew's field tab and the owner's numbers all read from.
The job moves across a board
In Restomo a job is a card on a board. The office dictates the lead during the call, and the card is on the sales board before the call ends. From there the job moves through the company's own stages by drag, with the dollars totalled per column and the days shown on each card. A job that has sat too long in a stage shows its day count in plain sight, so nobody has to ask.
Sales, operations and rebuild each have their own board, and every column carries its dollars. When a job is complete it lands on an accounts receivable board with the amount and the stage, so the owner can see what is ready to invoice and what is still owed while the invoicing itself stays with the bookkeeper.
The crew fills the record from the field
The crew gets one tab on the phone. It opens to today's jobs, the time clock, the rooms to scan and the photos to take, and it installs to the home screen without an app store. Clock in, lunch and clock out happen in the same tab as the job, so the hours land on the job record and nobody rebuilds the timesheet on Friday. Each room scan becomes a floor plan on the job record the moment the room is done, and it stays with the job for the carrier later.
A new job assigned, an estimate approved or a schedule change arrives as a push notification on the phone, which is what lets the group text go quiet.
The owner reads the whole company
Four numbers are on the dashboard: open jobs, days to close, dollars in progress and leads nobody has called yet. Every visit, inspection and crew day sits on one calendar by person, and each person can connect their own Google Calendar so the schedule lives where they already look. Romo, the assistant inside Restomo, writes a morning report that lists the emergencies open right now, the leads nobody has contacted and how old each one is, the inspections scheduled today, the estimates due, the jobs that moved yesterday and the week so far against the targets.
More than one location
Each location runs as its own company in Restomo, with its own boards, crew logins and numbers, so one location never sees another's jobs. Both are set up on the same call.
Related questions
- Will a restoration crew actually use job tracking software?
- The crew gets one tab on their phone that opens to today's jobs, the time clock, the rooms to scan and the photos to take. Restomo was built with a working crew on live jobs, and the parts they would not use did not survive.
- How do you know when a restoration job has stalled?
- A job that has sat too long in a stage shows its day count on the card, and Romo raises the jobs that have gone quiet in the morning report.
- Can two locations track jobs in one system?
- Yes. Each location runs as its own company inside Restomo, with its own boards and logins, so one location never sees another's jobs.