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Tell the story, not just the line items


PuroClean A session built exclusively for PuroClean teams, presented by Encircle.

Join us and David Herring, a 30-year claims expert, for a practical session built for PuroClean teams. He’ll walk through how to document a loss so the whole file holds together, the same way on every job. You’ll leave able to build a field file your estimator can turn into an IICRC-aligned scope, and an estimate that stands up when it gets reviewed.

Encircle is a Preferred SPAR Partner offering solutions for EMP, documentation, contents management, sketching, and payments.

You’ll learn:

The walkthrough photo checklist that covers every room, every time

When to use video, and how to keep clips short enough that somebody actually watches them

How to record a field narrative out loud, in the time it takes to walk the loss, that your estimator can scope from

How to keep the sketch attached to the job instead of living in a separate tool

A cleaner way to document contents, so pack-out and inventory aren’t a second system

Meet our speakers

David Herring

David Herring

Founder

RiseDocs and WriteLoss

Chris Gulbronson

Chris Gulbronson

Director, Enterprise

Encircle

Your estimate gets reviewed by a TPA or an adjuster weeks after your tech packed up and left. By then, the only thing standing behind it is what got captured in the field. If the photos are thin, if the sketch lives in another app, if the contents list is somewhere else entirely, the estimate is only as strong as what somebody could remember.

Most PuroClean offices document a job across three or four tools. Photos in one, sketch in another, contents in a third, notes on a phone. Nobody planned it that way. It just accumulated. And the file comes out different every time, depending on who walked the loss.