Level-up your estimating & documentation processes this summer

The Scope | August 2024

LIVE Bootcamp | Learn estimate writing strategies!

Join us on August 20th at 12 PM ET as Kris Rzesnoski, CR, teaches you how to write stronger estimates. In this in-depth 4-hour practical training, Kris will be sharing his extensive knowledge on:

• The role of field documentation within estimating & profitability
• Transitioning from paper to digital workflows
• Training your team on estimating SOPs
• What you need to get to your estimator every time
• How to communicate to speed up cycle times
• The "must-haves" to make sure every estimate is justified

SAVE YOUR SPOT NOW!

LIVE webinar | Motivating your team to document properly

Are you a field team lead, project manager, or restoration business owner? Join us on July 30th as experts teach you how to motivate your field teams to capture consistent documentation. All attendees will gain a practical framework to:?

• Train techs to gather all the required info on Day 1
• Motivate your team to buy-in & use the available technology
• Standardize the way your team captures documentation
• Set clear expectations & communicate them
• Create a culture of trust & accountability

REGISTER NOW

Are you making the most of Notes in Encircle?

Tired of having to re-type information across job notes, or having inconsistent notes across techs? With our note templates, you can rely on customizable, pre-populated text that's easily pulled into any job note. Learn more about the benefits of this feature and how to get started.

START USING THIS FEATURE

Talking points to cover in your Day 1 walkthrough videos

Creating a walkthrough video the first day on-site is a great way to get all stakeholders on the same page; video provides both visuals and contextual commentary that you just can't capture in photos alone. Download this interactive video checklist to refer to on your next loss!

GET YOUR FREE CHECKLIST

BLOG POST | How to increase restoration profits during off-season downtime

It may be CAT season now, but when you do experience slower periods, here's how you can make the most of them. Check out this blog to learn how to:

• Identify missed revenue opportunities & improve profit margins
• Fine-tune your restoration estimates to catch missed items
• Make your restoration operations more efficient to manage costs
• Use tech to boost restoration efficiency & profits
• Build strong relationships with insurance adjusters
• Create a marketing plan to generate leads during downtime

READ THE FULL BLOG

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