How to optimize end-to-end business processes in a restoration company

There’s a lot that goes into property restoration – especially these days when there are more frequent and severe natural disasters occurring. Combined with workforce challenges, it all makes for a difficult environment. With the onslaught of catastrophes everywhere and a lack of resources, restoration companies must find ways to be agile even as they face the unexpected.

To do this, restoration contractors need an integrated digital ecosystem – a set of technologies that optimize critical business processes. This is a collection of technologies that don’t just work alongside each other – but speak to each other so that the entire business can run cohesively.

Here’s how an integrated digital restoration ecosystem enables restoration businesses to operate all their processes – both on the front end and the back end.

Step 1: Set your business up for scalability.

Recent years have seen an increase in the frequency and severity of natural disasters. The property damage that these catastrophes cause put property restoration in higher demand than ever before. To meet this demand – both during predicted natural disasters and those that slam areas without fair warning – restoration businesses need a comprehensive job management solution that enables them to get more done in less time.

DASH™ is a CoreLogic® Restoration™ job restoration management platform that provides restoration contractors with the functionalities needed to respond to increased job assignments. This job management solution provides one centralized platform to track and collaborate over projects. Within the solution, users can share real-time updates so that there is transparency between the field and the office – giving them the ability to respond instantly any time there is an updated action item to complete. DASH provides a single location for all documentation, eliminates disorganization, and ensures that people can always find critical work authorizations, estimates, and invoices. Providing easy access to this documentation allows contractors to start work promptly and get paid on time.

Having a sophisticated job management platform at the foundation of your restoration business will allow you to achieve greater profitability as you scale your company to meet the demands of today’s environment. Systems like DASH will also be the anchor for other technologies that allow you to optimize other processes across the business.

Step 2: Make the most of your employees’ time.

Being able to meet greater demands requires employees to accomplish more in less time. There are multiple add-on features and tools to DASH that enable technicians and other employees to do this.

Take Timesheets – a feature within both DASH mobile and web-based platforms. Timesheets provides onsite technicians with a way to track their time with a single click on their mobile phones. Additional clicks allow technicians to track when they are ‘on the way’ to a job site and when they are actually onsite. The system also allows for easy note taking.

As soon as a technician submits their hours and notes, it is reflected in DASH, giving contractors instant insights into jobs. These real-time insights enable contractors to keep their technicians where they are making the most progress – or reschedule them to realize efficiencies across the team.

Mitigate™ is another CoreLogic Restoration solution that ensures that technicians make the most of their time. Soon to be released, Mitigate is a loss documentation workflow solution for water mitigation technicians. Its interface is field operation-friendly and consistent across any device and operating system, simplifying the water loss documentation process while preserving accuracy.

Mitigate’s room scanning feature enables technicians to create floor plans that include dimensions instantly while they are onsite – directly from their compatible iOS devices. With this feature, users don’t have to wait hours to get a floor plan or manually sketch their own. Mitigate also provides tags for room photos, identifying all structural and non-structural objects.

Using Mitigate, technicians will shorten their project lifecycles and generate more accurate estimates and other reports. They will save time while allowing onsite professionals to perform higher quality work.

Step 3: Make compliance requirements easy to meet.

You can’t run a business if you aren’t meeting the various compliance requirements that restoration companies must satisfy. It is important to have a strategy in place to meet varying requirements, which include legal regulations, organizational requirements, and those stipulated by program and carrier service level agreements.

DASH facilitates the meeting of all compliance requirements with its customizable workflow builder, which keeps all professionals in line with expectations. Workflows can be built to include the full spectrum of compliance tasks.

DASH also includes a feature that allows contractors to identify which employees meet and don’t meet compliance requirements.

Mitigate is another important platform that helps users achieve compliance. Water mitigation jobs involve some of the strictest requirements and Mitigate provides water mitigation technicians with the tools needed for compliance. With customizable workflows and a task list for every project, Mitigate helps users meet organizational requirements. Alerts can be configured throughout workflows to ensure that users remain in compliance with program and carrier SLAs.

Step 4: Keep lines of communication open with customers.

It is important for all your departments to collaborate – to ensure everyone is up to speed on all projects so that there is no lag time between business processes. Collaboration is also important with other stakeholders – insurance partners, for example. Equally important is communication with customers who are often under significant stress from damage to their homes, and in constant need of know-how of restoration efforts. End-to-end communication with customers plays a huge role in providing excellent, personalized customer experiences. It builds a sense of trust in times of loss.

To facilitate this crucial communication with customers, DASH integrates with Engage™ (formerly ProAssist®), a mobile CoreLogic Restoration application through which contractors, homeowners, and other stakeholders can communicate directly with one another. Engage also includes private messaging and documentation and photo upload features. Engage also allows technicians to let homeowners know when they are on the way to a job site. This easy and consistent form of communication keeps policyholders involved with the restoration process from beginning to end and can ease the frustration that comes with unanswered questions in the midst of restoration chaos.

Step 5: Manage your pipeline and constantly nurture leads.

While restoration services are always in demand, restoration companies also have plenty of competition. Just because your company may be busy during a disaster season doesn’t guarantee steady work in more stable times. As a result, companies must build strong relationships for referral-based work.

Maintaining good relationships with insurance partners and other customers who could refer work to your company. Enter CoreLogic Restoration CRM (formerly Luxor CRM™), a customer relationship management (CRM) solution designed expressly for the restoration world. Through CoreLogic’s Restoration CRM platform, which is integrated into DASH, users can build effective marketing campaigns with built-in template creators and campaign automation. This allows companies without dedicated marketing teams to build relationships with partners that can direct business to them. The platform also allows contractors to communicate directly with partners and customers.

The CoreLogic Restoration CRM solution also has powerful reporting and analytics and generates custom sales reports so that businesses can understand the origins of business. They can set alerts in the system about when to reach out to accounts, too, to ensure they are nurturing leads for future business.

With CoreLogic Restoration CRM, property restoration companies have all the functionalities needed to track prospects and the intelligence to know which leads to prioritize in their nurture efforts.

Step 6: Make data-driven decisions about the future.

Restoration businesses must constantly strategize for the future. They must be as proactive as possible. This involves analyzing past and present processes to dictate how to establish new strategies for the future.

With BI Reporting, another add-on feature for DASH, restoration contractors have the business insights needed to plan for the future. BI Reporting analyzes information that is stored in DASH and enables contractors to create customized reports using graphs, charts, and maps. These visual supports help people understand their data better than ever. Data in these reports can be about job performance, compliance history, and so on.

With the ability to create customized reports using information relevant to your priorities, companies can understand current performance so that they can make strategic adjustments to improve future performance.

Optimizing all business processes starting with DASH

To optimize all areas of a restoration contracting business, digitization is imperative. Digital tools automate and streamline workflows and eliminate the need for all employees to perform manual, administrative, and repetitive tasks.

DASH is a great starting point for restoration businesses as they seek to become more efficient and profitable. From there, add-on tools and integrations to DASH can help them maximize efficiency, accuracy, and productivity in every corner of their business.

To learn more about DASH and each of its add-ons and integrations, contact us today.

©2024 CoreLogic, Inc. All rights reserved. While all of the CoreLogic content is believed to be accurate, CoreLogic makes no guarantee, representation, or warranty, express or implied, including but not limited to as to the completeness, accuracy, applicability, or fitness, in connection with the content or the product and assumes no responsibility or liability whatsoever for the content or the product or any reliance thereon. CoreLogic®, DASH™, CoreLogic® Restoration™, Mitigate™, Engage™, ProAssist®, CoreLogic® Restoration CRM™, and LuxorCRM™ are the trademarks of CoreLogic, Inc. or its affiliates or subsidiaries.