Workshop

Beyond Text: Building a Bulletproof File

Following up on Rethinking Scoping and Estimating: you know how to scope, here’s how to solidify it.

Text-only notes are great. But, as RiseDoc and WriteLoss Founder David Herring said in the last session “there is no such thing as too much detail.”

This virtual workshop is the hands-on session that follows Rethinking the Scope — practical strategies for capturing photos, video, and floor plans that hold up at the adjuster’s desk. We’ll cover what works (and what doesn’t) in any documentation platform.

Tuesday, June 16th, 2026 | 12 – 1pm ET

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What you’ll walk away with

Key takeaways:

Here are the key learning opportunities if you join Beyond Text: Building a Bulletproof File.

Photo Know-How

Photo rules that cut back-and-forth with adjusters in half

Video Best Practices

A repeatable video walkthrough technique that turns context into billable proof

Sketch Tool Evaluations

A framework for picking the right floor plan tool for your shop

AI Questions

Five questions to ask any AI vendor before you spend a dime