How to Improve Restoration Estimates with a Better Initial Walkthrough

Why site observations, documentation, and pricing details are crucial from the start

Welcome back to another week of Technical Tip Tuesday, sponsored by DocuSketch. This week, Todd Sangid, Enterprise Solutions Consultant at DocuSketch, shares practical insights on one of the most overlooked, but most critical, parts of the restoration process: the initial walkthrough.

Todd highlights common details that are frequently missed during the initial walkthrough that include pre‑existing damage, documentation of unaffected areas, and even shares a key pricing tip. HINT: Detach and reset is something that is overlooked far too often. From scratches on floor and dents in appliances to towel bars, door stops, and flooring beneath cabinetry, these small misses can quickly add up.

Todd also shares the importance of documenting the property before ever stepping inside, capturing the exterior conditions such as driveway stains, tire marks, and landscape damage to protect both you and the homeowner. Properly documenting where technicians travel, place equipment, and cleanup are essential for consistency, accuracy, and defensible estimates.

Small incremental improvements in documentation lead to big gains over time, impacting estimate quality, consistency, and ultimately your bottom line.

We will see you next week!

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Kayla McGowan is the Editor-in-Chief of R&R Magazine, with 10 years of experience in marketing and communications in the restoration and cleaning industry. She leads the editorial strategy for R&R and The Experience Events, creating content that informs and connects industry professionals.

Kayla holds a B.S. in Criminal Science and M.S. in Public Safety and Emergency Management from Grand Canyon University. She serves as Co-Chair on the RIA’s Marketing Committee.

Kayla is a Microbial Warrior®, a Certified Forensic Operator® and a High Risk/ High Level Decontamination Specialist™. Kayla is passionate about elevating the industry, is a food lover, enjoys spending time with her family, and embracing the outdoors.