In the world of Restoration, efficient and effective job management has been made easier with technology. However, if not set up right, what should be easy is just more work. Striking the right balance may not seem obvious to some owners and managers. This article aims to take years of trial and error and boil it down to a few high level conclusions.

As a consultant in this industry, I have seen every type of setup in numerous technologies, and while it is no secret that I think DASH Enterprise gives a restoration company the best opportunity for efficient and effective job management, the following principles would hold true for most configurable systems.

Keep it Simple, not Stupid

I have heard far too many owners and managers cut down their field staff as if they are still in the Stone Age. All too often, expectations are incredibly low for anyone who is not tied to a desk chair, and, as they say, people will rise to your expectations. While I agree that keeping your workflows simple is the most effective, don’t make them stupid because you perceive you field staff to be technology adverse. I have found taking paper processes digital increases a field technician’s self-worth, while elevating how the customer perceives them.

Focus on What is Important

Is there paperwork you have a hard time getting? What about photos or loss descriptions? What are the importing pieces of information that your clients want to see and also help when it comes to getting paid? Build your workflows around the information you need but have trouble getting.

Build Work Flows not Task Floppers

A robust job management system will allow you to create Work Flow tasks that make the flow of a job easier. Work Flow tasks should not simply be reminders of what must be done but should make what must be done easier. Work flows should be like checklists that lead each person down the path of efficient and effective job management while helping the employee collect the data needed for the entire organization to function.

Start Small, And Then Grow the Workflows

Don’t add too many workflow tasks at once. Start with no more than 10 and then work your way up. Overwhelming your staff with too many workflow tasks too quickly will backfire and cause people to abandon the tool.

In conclusion, if you want efficient and effective job management, learning to build helpful workflow tasks is a good start. Keep your workflows simple but not too simple. Focus on what is the most important to your business. Build workflows that facilitate an efficient job flow, not just reminders of what needs to be done, and start with a small number at first and then slowly increase the number of tasks.