Technical Tip Tuesday Presented by DocuSketch

5 Overlooked Items That Impact Restoration Estimates and Profitability

How small improvements in your documentation help improve your accuracy and reduce loss of revenue

Welcome to your final Technical Tip Tuesday sponsored by the team at DocuSketch. This month’s focus has been around the small details that can have a huge impact on your bottom line.

This week, Todd Sangid, Enterprise Solutions Consultant, highlights the “little” things that are overlooked in residential losses far too often. These overlooked items begin to add up quickly when they’re missed, from garbage disposals under the customer’s sink, towel bars behind the door in the bathroom, and continuous flooring under the kitchen cabinets and islands. Todd breaks down how these “minor” misses can create scope gaps if they aren’t captured and documented properly.

Todd also shares how important it is to document your personal protective equipment (PPE) usage, ram board, and even the tension polls used for containment (you can charge per pole!). All these items are not only billable and defensible, but they’re also critical in your process and they protect both you as the contractor and your customers. The catch is, it must be documented or it didn’t happen.

Documentation begins the moment you arrive onsite capturing the exterior, entry points, pre-existing conditions, to fully documenting the entire loss. These steps are not just crucial to the claims process; they are essential to help fix broken processes with repetition, training, and routine that can help prevent missed revenue and unnecessary liability risks.

We’ll see you next month for more Technical Tips.

Looking for a reprint of this article?
From high-res PDFs to custom plaques, order your copy today!

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.