Properly documenting a water damage restoration job is one of the most important parts of the job for cleaning and restoration companies. High-quality documentation will get you paid sooner, get paid more, and avoid long-term complications. However, proper documentation isn’t always as easy as it seems. From our insurance claim experts at One Claim Solution who regularly work with documentation and insurance adjusters, here are the five most important things that go into properly documenting a water damage restoration job.
While maintaining thorough documentation is one of the most important aspects of a water damage restoration job, it is not always as easy as it sounds. Only time and experience can teach someone how to effectively document water damage restoration jobs. One key aspect of this is learning what to be thorough about. Take copious notes on any specific part of the restoration job that was abnormal for some reason. As the owner/manager of a cleaning and restoration company, it’s important that you teach your employees the appropriate skills for doing this
The devil is in the details. This is never more true than when it comes to filing insurance claims. It’s always better to err on the side of providing more detail than necessary. By providing additional information and documentation in your insurance claim, you can help ensure that you receive the full coverage you are entitled to and avoid potential delays or complications in the process.
A key skill for documenting a restoration job is taking care to write down observations immediately. Giving into the temptation of “I’ll just write this down later” has created countless problems for restoration companies and insurance adjusters later on down the road. It’s helpful to train your employees to always keep a notebook or tablet on hand where they can write down notes if they think of anything important.
One common error that managers of cleaning and restoration companies make is assuming that new employees know how to properly document a restoration job. It never hurts to go over the basics of documenting restoration jobs with your employees.
Proper Documentation Makes Everyone’s Lives Better
It all boils down to one simple point — properly documenting restoration jobs makes everyone’s lives better. This can include clearly identifying the scope of work, walking the customer through what will be done, explaining your work authorization, and providing before-and-after photos that demonstrate the progress and completion of the restoration work. These steps can all help minimize misunderstandings and ensure that the job is completed to the customer’s satisfaction.
As you can see, there are some major benefits for properly documenting water damage restoration jobs, and there are some useful tools that can help. And the work you put in upfront will save you a world of headaches down the line when filing a claim.
Hello! I’m Nicole, and I’m here to champion for our employees, recruit for new talent, and impact culture at One Claim Solution. I find satisfaction in supporting a memorable employee experience and bring innovation, problem solving, and strategic view to the process. Nothing is more important than our people, and a healthy culture is my top priority! I have had the pleasure of building my career in various sectors, specializing in small to medium size firms focused on high-growth. My experience is centered around driving and implementing change, leading high-performing teams, and driving process improvements. I am excited to make an impact at One Claim. Outside of work, my family and I enjoy getting outdoors as much as possible to explore beautiful Colorado!
Great to meet you! I’m Elizabeth, and I’m the one behind all the emails and advertisements you’ve been seeing. As the Demand Generation Manager at One Claim Solution, my mission is to connect with contractors like you who need our services. I’m passionate about having an impact on others and I bring a wealth of experience in demand generation and marketing strategy to create moments of delight, curiosity, and education for you.
Prior to One Claim Solution, I had the privilege of building marketing departments from the ground up at companies in a variety of industries, including IT consulting, first protection, and healthcare. Personally, I love being outdoors, playing Dungeons and Dragons and board games, singing, and traveling.
Welcome! I’m Alisha, and I’m here to champion your success as the Director of Customer Success at One Claim. With a passion for helping customers thrive, I bring a wealth of experience in onboarding, customer service, and account management to ensure your journey with us is nothing short of exceptional.
Prior to joining One Claim, I had the privilege of scaling SMB and Enterprise Customer Success teams at fast-growing SaaS startups. With over six years of experience at companies like Mavenlink, Teamwork, and ServiceTitan, I honed my expertise in building high-performing teams and fostering proactive, consultative customer relationships. This background has equipped me with a deep understanding of the challenges faced by businesses like yours, and I’m dedicated to helping you overcome them.
Hi there, my name is Eric! I am the Chief Technology Officer here at OCS, spearheading our technical strategy. I have a background in computer science, graduating cum laude from BYU-Idaho with a Bachelor’s degree in Computer Information Technology.
Before coming to One Claim, I served as the Director of Engineering at Slingshot Technology, Inc., a company later acquired by WorkWave in 2021. My professional journey has spanned both emerging startups and established corporations, with a steadfast focus on cultivating high-trust, low bureaucracy teams and innovating technology using agile methodologies.
In my free time, you can find me flying drones, enjoying the outdoors, and spending time with my family.
Hello, my name is Cam, I’m the COO of One Claim Solution! I come from a management consulting background (Bain & Company) and hold an MBA from the University of Michigan. I have worked at a wide variety of organizations, from Fortune 500 to small-cap, in an equally wide variety of industries. I have over 15 years of experience in operations and strategic growth, and I have spent much of my career focused on developing high-performing tech-enabled service organizations through early stage and high growth phases.
Outside of work, my wife Brittny and I have four kids, ages 13 to 6. As residents of Mesa, Arizona, we love to ski and explore the national parks of the southwest!
Hello, my name is Dan, and I am the CEO of One Claim Solution. I am super excited by everything we are doing at OCS to be the market leading insurance billing specialist that advocates on behalf of our restoration contractors.
My professional experiences are predominantly corporate in nature. My career started at General Electric in finance and accounting. Immediately prior to joining OCS, I spent time as an investor at Bondcliff Partners and management consultant with Bain & Company. I also hold an MBA from the Kellogg School of Management at Northwestern University and got my BS in finance and accounting from Northeastern University.
Outside of the office, I enjoy spending time with my wife, two young children, and our family dog, Whiskey. We live in Charleston, SC and take advantage of the beautiful weather by spending as much time as possible outside at the beach or adventuring around town
Hi, I’m Josh! In 2016, I co-founded One Claim Solution with my partner Jeremy Traasdahl, and I serve as General Counsel of One Claim Solution. Working in the restoration industry, Jeremy and I saw contractors struggling to get paid quickly and fairly and we knew there was a need for change. We founded One Claim Solution to be this change and it’s been my privilege to see our company grow and to advocate for our clients as general counsel.
Outside of my passion for helping the restoration industry, I enjoy spending time outdoors, fly-fishing, hunting, skiing, and coaching my kids’ baseball teams. I’ve been married to my amazing wife for 20 years and we have a beautiful family of 5 children.
Hey, I’m Jeremy! In 2016, I co-founded One Claim Solution with my partner Josh Ehmke. Working in the restoration industry, Josh and I saw contractors struggling to get paid quickly and fairly and we knew there was a need for change. We founded One Claim Solution to be this change and it’s been my privilege to lead our amazing team.
Prior to One Claim Solution, I started my career as an inside sales rep for Avnet, then moved to Pepsico as a district sales manager. Outside of work, I love spending time with my wife and four children, two boys and two girls!