Get ready for AI scoping: The future of restoration
AI is coming to restorationโthe companies ready for it will have the advantage
In this on-demand session with Dave Carroll, Encircle’s VP of Revenue, you will learn:
- How to capture complete, accurate documentation that powers AI-driven scoping
- How to simplify workflows by uniting all job data โ photos, notes, and readings in one platform
- How to prepare your team today for faster, smarter restoration operations tomorrow
Good afternoon, and good morning, folks, depending where you’re at. Welcome to today’s session. Thank you for joining. Looking forward to talking about some of the AI initiatives Encircle has underway and how you can get ready for that over the next couple months. Alright, folks. We’re, we’re two minutes, past 1:00 here, EST. I think it’s fair to get started. We’ve got a good amount of attendees here, and I wanna thank everyone for the time. We’re gonna keep this to about an hour. We’re gonna jam pack this with, some insight around, AI, where Encircle’s going, and also how you can take advantage of some tips and tricks ahead of some of the AI initiatives to get your team ready and prepared, when it comes to doing the work that you folks do in, in restoration. So let’s get into it. Where I want to start is just describing, kind of the objective of today’s call. And, really, the objective is to get ready for AI as I mentioned. And there’s two initiatives that I’ve seen over my nine year period here at Encircle, and it’s become quite dominant in conversations in the last couple months around tool consolidation and AI scoping and estimating. And this is coming from, you know, working with three thousand plus restoration businesses across North America. And I really wanted to start by diving into some of the tool consolidation and trends we’re seeing and then end the session, you know, with a few use cases on the AI front. So with tool consolidation, what I mean by that is there’s some existing challenges that have plagued the restoration industry for a number of years. And, really, what that comes down to is the existing tools in the field are failing, you know, the restoration businesses. There’s so many point solutions in the restoration space today where there’s a separate app for almost every single function that you’re, you know, facilitating in the field from sketching to photo documentation to capturing a video, to doing a moisture mapping, contents listings and pack out, to getting e-signatures, you know, done, collecting payments, and the list could go on. And most folks that I talked to, prior to, you know, moving forward with Encircle, they might be using three to four different applications in their business across their their technician and PM teams, which can cause a lot of redundancy. It can cause a lot of, you know, overhead when it comes to training and adopting, you know, those tools. But I think one of the things that I wanted to key in on here today is that when you have siloed data, data in all these different individual applications, it’s gonna be very difficult to take advantage of your of of AI. When you have, data in in, you know, a sketch in another two you know, a separate tool, you have a bunch of photos in another tool, and you have, you know, notes. It’s very difficult to create any type of, AI strategy when it comes to scoping, estimating, or any other use case that we’re gonna talk about today. Not to mention what Frank just mentioned to everyone here. It’s too expensive, and you’re absolutely correct. Right? There is a a fatigue on the the budget side of things with so many different applications. The second term we’re seeing is around disjointed workflows. And, yes, juggling apps is challenging with technicians in the field, no doubt, but you also have to consider workflows between field and office. And there’s a lot of trends happening around centralized estimating, right, where you’re getting some, you know, field documentation and and scoping from technicians or PMs in the field, and you’re centralizing your estimation. That’s very difficult to do without a cohesive workflow. It can’t be disjointed. That’s just one example. Right? And then we get into reliability, and I find that in the technology space, I as I mentioned earlier, I I’ve been in this space for about nine years now. And, you know, I could sit in front of each one of you here today and and present on a series of features and functionality, and it might sound all fine and dandy. But if those features and functionality aren’t reliable, it’s not gonna do you any, you know, good in in in your business. That’s where we see a lot of restoration businesses resulting back to pen and paper for a lot of their their field workflows because it’s reliable. Right? It it it you know, different applications don’t work offline. They don’t allow for multiple users in the application at one time. There’s a lot of solutions out there that require batch syncing, which means, you know, all the data stays local to your device until someone, you know, syncs to the cloud, which is quite cumbersome. So, you know, these these three things that we’re seeing are really filling the restoration space, and that’s really what we’re here to help, solve in in in this area is is bringing together an all in one platform that helps you in the field. So what we’ll cover off over the next little bit here is a bit of a show and tell about the Encircle platform and how some of your peers have really utilized the tool to consolidate applications, to have a reliable asset in the field that doesn’t result in going back to pen and paper, and aligns your field and office team. One of the things that, you know, our customers express to us is that we help them get paid because if you don’t document, you never actually did the work even if you did indeed do the work in the field. And the proof is really what gets you paid in this space, and that comes down to really strong field documentation. So across the right hand side is just a series of, use cases and features that we, you know, have to offer to the restoration community if you’re not familiar with Encircle prior to this call. And what I wanted to really start with is the output report. And the reason I like to start with the output report is it really helps restoration contractors present a story of the job to someone who isn’t on the actual job site. Think about it, perhaps an adjuster or, a property manager that you’re looking to service. Reporting is very important to getting paid in order to provide transparency and to reduce pushback, when you do submit that estimate. So where we’ll go next is I’ll show you a quick example, of a PDF report. So this is an example from one of our clients. We did remove all PII information, and you’ll have your logo at the top third of the PDF to be white labeled, if you will. Then we get into some of the details of the property. Table of contents is clickable just by reference. Very strong use case for any large files. So we have a lot of restores that use Encircle in the large loss in commercial space where your report might be a couple hundred to a thousand pages long. We can accommodate that. No problem. Going through this report, I always like to start with kind of order of operations. You have your initial inspection work, you know, detailed notes, which can be described using audio, or text, either option works in the platform. And then the next thing that I find our users go through is a Floor Plan. One of the things we’re seeing quite a bit in this space is that more and more, carriers, TPAs, and even restores for that matter, are just looking for a digital sketching tool to help with improving accuracy for the sketch that ultimately gets into Xactimate or Symbility there. And this is one of the the the leading tools that is helping Restores do that in a fast and effective way. Going into this in a little bit more detail, I’ll show you an example of a property that one of our customers sent back our way. And this is showing fairly extensive damage from a fire loss where this restore didn’t have to move any damage or debris or objects that were in the way when they were going through and scanning the property. With our tool, it’s one continuous scan using a video in the Encircle mobile app that you walk the property going from one room to the next to then produce an automated floor plan and ESX sketch in Xactimate. So this is the output that you get from walking the property, from our platform. So detailed dimensions, you’ll see the cabinetry, the different fixed you know, features like the, the, the sink here, doors, windows, staircases, and this is a two floor, fire loss here. So it was one continuous video. If you follow my mouse, you would almost walk into the foyer and and kind of trace the perimeter of each room as you’re walking through, and we’re able to accommodate this output. Lighting conditions is important, but if you have a headlamp, you’re good to go if electricity is is, not possible on the job site. And then as long as you walk the perimeter, you’re able to get a very dimensionally accurate sketch. From there, this sketch also integrates into Xactimate, so you can see the the output in their platform here. So one of the offers that we’re offering to folks here on this call, and I’ll I’ll mention this at the very end, and you’re gonna be able to scan a QR code to take me up on the offer if you’re interested. But we’re offering some free usage for the Floor Plan tool if you wanna test it out on your own house or on, the next property loss that you have coming through, you’re more than welcome to do so to see what the output looks like and to bring that output into Xactimate. From there, I’ll keep going through the PDF report that you would send to any of your carrier partners or, to your customer. Think of use cases like twelve hour reports, 24 hour reports, daily updates if you’re in the the commercial space. They’re quite common. This is the output that you can, you know, kinda leverage for any of those use cases, where we have all the photos that are labeled for you automatically, so no requirement to manually tag or organize. One of the things I hear from office administrators quite a bit is that they’re frustrated with having to label photos, from every single property, or maybe technicians in your business are labeling photos. Either way, we will accommodate and automatically label each photo for you so you’re not having to pay people to label photos, which is quite an administrative task as we all, I think, would agree. And then I’ll show you a couple examples. If I click on any one of these photos or even the three sixty degree photo from the PDF report, it would take me to a web page that would allow me to interact with this image. The benefit here is that, yes, it’s interactive, and your end customer, like the adjuster or homeowner or property manager, would even be able to do what I’m doing here today, but it also keeps the file size of the report quite small. That way, you’re able to send this over email without running into those file size limits requiring you to maybe use Dropbox or OneDrive. So two examples of photos from the PDF report that I just clicked on without having an Encircle login. This is all possible, and you’re able to see the date, time stamp, and even the geolocation if you wanna share all of that detail, within this report. All is possible. Considering throughout this report, we have a couple notes. Source of loss, cause of loss, resulting damage are very common notes to be included in these type of reports. Preexisting damage is another use case here that I commonly see, and then a pre or post mitigation three sixty scan. The reason I like to show the output is just to paint a picture of what is possible. And then in a moment here, we’re gonna go through the mobile app in a bit more detail to show you how exactly a technician or a project manager could use this app to produce an output that’s similar to the one I’m showing you right now. By the way, if there’s any questions that come through, feel free to use the q and a section on the Zoom app, or you can use the webinar chat. Happy to address those as they come up. Once we get through the photos, videos, and notes, the next area that I wanted to walk you guys through here is that one of the things that Encircle can offer among many is moisture mapping and, a digital dry log solution. So here’s an example output of, a moisture output where we start with the calculations, which is specific to, IICRC detailed calculations. The name of the game here when I’m talking to a lot of our customers is that, most folks in the field size dehumidifiers, correctly, but oftentimes are undersizing air movers. So with our platform, we generally see, on average, three more air movers placed on a on a job site, compared to, previous methods, which if we just use a three day dry out as a basic example with three more air movers at $35 a day, you’re looking at another $315 in your pocket from using a digital calculation tool in the field for your water jobs. From there, you also have all of the backup proof. So I’ll scroll through this somewhat quickly, but this just shows how you can manage all of your drying chambers, all of your affected and unaffected area readings, as well as material readings. You can take a photo of a meter, which will provide that level of transparency as you can see here with the FLIR, and then you’d have the data to back it up with where the reading was captured and then also all of the humidity and temperature metrics that you’d be looking to add. All of this is date, time stamp. And if you have a Tramex meter, we also have a Bluetooth integration with Tramex. That way, if you are using Tramex in the field, there’s no requirement for data entry, specifically on the three columns at the top here where you see relative, humidity, specific humidity, and air temperature. Keegan, good question. The sketch does go into Hydro. I can show you that in just a moment here. So this is an example of a sketch output. This is from the kitchen, and I went through, ahead of time and added where the water migrated, as you can see with blue color, as well as the, five moisture readings, three dehus, I believe. Actually, two. And then, four air movers. All of that will be backed up with the calculations I showed you above as well, in a chart view, below to show when the equipment was placed and removed. One example of that would just be we placed a heater, and you can still, see here that the heater was, placed and then not removed. It’s still on-site with two days. If you also use our tool and care for energy usage, we’ll also provide that information to you. Alright. I’ll scroll a bit faster as, this report is very similar in nature. We get into some of the equipment, detailed reports, which, do provide where the assets are, when they’re placed or moved days on-site as you can see here. And then next up, we do have the ability to help you with pack out and pack back. So if you’re a a restore, who has a contents division or you’re thinking of a contents division, Encircle could be a full contents inventory tool for you. So this is an example of what a schedule of loss inventory list would look like. Each one of these, items here do have a hyperlink to then show your customer or adjuster the photo behind the actual item itself. We then track that item into boxes then into locations. We can give you a box summary report to help you bill out in Xactimate because most folks here, I’m sure, are billing based on box size. And then if you care to do so, we can also add replacement cost value in this output, but that might be more of a nice to have for most restores, or that might be a job that the adjuster is doing or the homeowner is doing today. So in short, what I wanted to, show you guys to start is that, this platform provides an output for, photo documentation, video documentation, three sixty photos, AI sketching, moisture mapping, with detailed moisture readings and equipment, a full content pack out and pack back solution, as well as a signature tool that will allow you guys in an example that I’m showing here to capture sign off for work authorizations, completion, certificates, or any other paper document that you might be using in the field today. Alright. So next up, now that we went through an example output, I’m gonna spend a little bit of time just going through the mobile app to get folks familiar with how I got this information into a report and what is possible. If you’re looking for a bit more detail after I go through this, you’re welcome to run Encircle for a trial. We offer a fourteen day trial and also, could set you guys up on a free training and demo. So this is the Encircle mobile app. This is an example job that I’ve added here. Some of the reliability, comments I made at the start of this session, I’ll just bring your attention to to show you that, yes, our tool does allow for automated syncing, and we also do work offline. So if you are looking to chase storms at some point or perhaps you’re in the commercial, arena and you’re looking to use a tool that doesn’t, lose connection in a big concrete building, our tool can facilitate both of those use cases without your team going back to pen and paper. From there, generally, what I I like to show is a bit of a workflow. So let’s assume I arrived on-site, had this job created, for me through any type of integration that Encircle has. If you’re interested in the integrations we have, feel free to ask away in the chat. Otherwise, I can answer it, afterwards as well. From there, I’m gonna go ahead and open up, let’s say, documents. And this is where you will see the list of documents that we have, available for signature. And this could be anywhere from, a health consent report to a privacy consent report. So let’s assume this was my work authorization, and I wanted to get this signed. We allow for signature on-site, which would mean you would pass your tablet or your phone to the homeowner, let’s say, and sign. Or you can use our link tool, which allows you to send out a text or an email to the homeowner remotely to get signature. So think of, DocuSign or Adobe. If you’re using any of those tools today, you could replace those systems with the Encircle platform, both on-site and virtually. Once that work authorization has been signed, I’ll just show you quickly how fast our tool syncs between field and office. If I go to the activity page here, you’ll notice that Dave Carroll just generated some documents, and the privacy consent form that I just signed has been signed in near real time sharing between my mobile device and my web device. So if I’m an office staff member, I can see everything the technician is doing in near real time. It also is very helpful if I’m a project manager going from one site to the next, and I wanna keep tabs on my technicians that are perhaps at the job I was just at for what the work, they’re doing and the work that they completed, you know, in the on the same day. Going back to the mobile app, I then would go into the Floor Plan tool, and this is the example that I showed you briefly a few minutes ago. This was captured on my iPhone. I don’t need an iPhone, though, to capture this information. If I use an Android, that’s also possible. And all I would do is walk the perimeter of the property to get this sketch output. For reference, sketching a residential property that’s about three thousand square feet takes about four minutes of effort for your team, and that sketch can then get inputted into Xactimate as I mentioned before. So if you’re manually sketching today or using pen and paper, or perhaps even a different method, in some cases, those methods are quite time consuming or perhaps costly. So if you’re feeling the pinch on sketching in any way, shape, or form, I recommend taking our tool for a free spin to test out the Floor Plan option compared to what you’re doing today to see if there’s some value in using one central tool for sketching. Ty asked a question. Thank you. Does the scan pick up windows and cabinets? So, Ty, let me bring your attention, just to an example here. So here’s a fire loss example. I was showing this briefly, before, and, you’ll see that there’s just, like, some cabinets, right, quite damaged. You got an island here, just for some context. And then I’ll just bring your attention back to, this output here. So here would be the cabinetry. And then if I showed you an example of, like, the bath photos, you would then see the toilet, the shower, the vanity. And then windows, breakfast nook, there’s, two windows here, and then the master bedroom, one window. You got the door swings as well, and then that information, would kinda come over into Xactimate. As you can see in the primary bedroom here, we have that one example of the, the window. Thanks, Ty. Appreciate the question. No worries. Okay. We had another question come in about work authorizations, generating on new jobs. So, yes, you’re able to, more or less, anytime you create a new job in Encircle, you’re able to use the work authorization option, and, it’ll come in as a template. So, what you do is you you more or less build out your templates in Encircle, and you can have as many templates as you would like. And, more or less, your your work authorization, which would be one of the templates that you would be able to select from, when the job comes through. So if you have a a couple work authorizations, perhaps work authorizations that are specific to insurance companies and then one specific to your business, you can get multiple signed, and we can have multiple templates in the app to generate on any new job. Thanks for the question there. A second question came in about Floor Plan. Thanks, Joseph, for that one. What is the accuracy was the question? So I’ll move back just to the Floor Plan side of things. So the accuracy of our tool is between 95 and 97% accurate. What I generally find, is scanning technique can produce, a really good output. And what I mean by scanning technique is we generally like to advise folks to have decent lighting conditions. If lighting conditions aren’t possible, we say throw a headlamp on, and you’re good to go. We also say when you’re using the Floor Plan tool, try not to spin around the property like a ballerina. It might sound funny, but I’ve seen some some outputs where people might spin around just in the center of the recreation room and walk out, whereas it’s best practice to walk the perimeter as best you can. Now that doesn’t mean you have to move beds or objects like furniture. You can continue to keep the furniture as is. It’s just walking the perimeter as best you can will produce optimal results. And then from there, I would just say make sure to keep the video on at all times throughout scanning the entire property. And those three things will get you a very accurate output for your team to utilize. Dan, thanks for the question. Are there plans to incorporate three sixty view into the sketch? I would say, Dan, right now, it’s an interesting use case for us. Our focus right now is on some of the AI initiatives. I’m gonna show you, momentarily here. It’s not to say we we won’t do it. I just I just wanted to share that our focus has been more on the the the AI AI scoping and some of the AI initiatives over incorporating three sixty into the sketch. You are, able to embed photos on your floor plan, which could be a good happy happy medium in the meantime, Dan. If you’re interested in what that looks like, I can perhaps work with you or have someone on my team work with you offline, to show you what that looks like. Alright. So we talked about work authorizations. We talked about the Floor Plan tool. From there, there’s a few other things I want to show you. The room view, in Encircle is where you would end up capturing all of your photos, notes, contents, and any sketches that you’re looking to build out specific to a room, like the laundry room here. All of the photos, like I mentioned, are date time stamped. And if you ever, struggle with technicians pushing back on using other applications for photo documentation, usually, they say is, hey. Like, it takes me four or five clicks to take one photo. The photos aren’t labeled for me. So my team ends up using perhaps their camera on their phone, taking a bunch of photos because it’s fast, and then they upload it after they’re done, which doesn’t allow for a seamless workflow. It’s very disjointed, between field and office as you’d ideally like to share all of the photos in near real time with other stakeholders that are part of the job. So with our photo tool, if I just show you an example of taking a photo, and I know I’m not at a property loss, but I think you guys will get the idea of this office building, I can rapid fire take as many photos as I want, all photos syncing in near real time to the cloud. As you can see, I just took, believe, six or seven photos, each one of them, provided, back to the office, and I can show you what that view looks like in the laundry room. All six of my photos just synced back in near real time. Alright. That covers off some of the photo use cases. We also accommodate video and three sixty, and then you can take notes in the platform too. But we’re gonna bypass some of that because I do wanna get into some of the AI initiatives and give us some time to have some collaboration on those use cases. The last thing I did wanna show you, though, is the Hydro tool. I’ll just introduce this at a high level, where a lot of our our customers have found our tool to be extremely easy to use with technicians in the field, and they like that there’s a bit of a structure behind documenting a water job. And what I mean by structure is that you can set up a checklist or a task list that’s customizable to your business, where in this case, I have fourteen tasks set up. And I would just start at the top and work my way to the bottom, identifying the sourcing category, selecting my drying chambers, which could be one or multiple rooms, adding an exterior reading. And then as I build out my chambers, I’ll unlock some of the other tasks related to that chamber, which could be an affected error reading as well as a moisture map, moisture content readings, the equipment calculation, and the equipment placement. So the idea would be giving this to your technician who may or may not be IAC or C certified. We’ll still give them a tool in their their toolkit to follow the process you’re looking to establish for what a good water loss output looks like, by following this checklist. From there, once you complete the checklist, you’ll see that I don’t have any alerts flagged, but there are alerts that our tool will provide to your team in real time to recommend or at least advise that you might wanna add additional heat to the chamber or add additional dehumidification based on readings that are put in, giving you, you know, that kind of friend in your pocket when it comes to, proactively managing a water job. The last thing I’ll mention is on the equipment side of things. We showed you guys sort of report that did produce a recommendation for dehumidifiers and air movers. And we also will alert your team if they’ve undersized the job just to ensure if we have owners on the call here that they’re not leaving the property without placing the proper amount of air movers and dehumidifiers based on the IICRC recommendations. If you’re looking for a little bit more detail on Hydro, I’m happy to get into that detail, perhaps on a one on one call. But for now, let’s move forward with, a quick walk through of Contents, and then we’ll jump into some of the AI use cases. So Contents, if you have a contents facility, like I said, this is a great tool to centralize your team on, especially if you’re looking to use Encircle on mitigation and sketching as well. Think back to that all in one tool that allows your field teams to use less apps, not more. If I jump into the storage room, let’s say this time, you’ll see that I have a little Contents window on the right hand side, but I’m gonna hit the plus tab. I’m gonna start taking some item photos. And I’ll just take a photo of, let’s say, my AirPods here, and that’s going to start the process of adding details to this item as well as adding this item to a box and a disposition that could be non-restorable. I can add a note for preexisting damage, and then I can also edit some of the details, like adding a description like AirPods, adding a box name, and I’m gonna label this storage one. Adding a box type, which is useful for exact to meet billing. This is also customizable, and then hitting save. And then more or less, I would just rinse and repeat that same step by step process for each item that I’m looking to capture going box by box, adding dispositions, and taking photos. That will then produce that Excel report that I showed you that would allow your team to produce an inventory list for the homeowner and or the adjuster. Alright. We have a question coming from Ty. Thanks, Ty, for the question. So is there a Spanish version available? Yes. There is. So Encircle works, with, Canadian French, English, and Spanish. So if you have any Spanish workers in the field, the app would appear in Spanish. Hey, Nate. Good to see you. Thanks for joining. Looking forward to catching up soon, I hope. One of the questions Nate asked is when you capture a picture of the item, does the AI automatically identify that item, or do you need to type it in? It’s almost like you helped me create this presentation. As one of the AI initiatives I was gonna bring up with folks here today is that we will be early in 2026 enhancing our content solution to offer AI functionality, which one of those use cases will be, automatically describing the item, from a photo. Alright. Great segue into, a few other things that I wanted to cover off here. No problem, Nate. So let’s get back to the presentation deck. And where I wanna go to next is talking about a new tool that we’re introducing called Encircle scoping. And one of the things that we focused on over our thirteen year journey has been helping restoration contractor document in the field to get paid, and that documentation has been the proof to back up the estimate. And where we’re focused on next is really taking that rich documentation and helping you produce an automated scope of work that will allow us to take the documentation that, in today’s environment, helps prove your estimate, and it really you know, next will help you generate an automated scope of work and eventually an estimate. So because we’re uniquely positioned in the field, we have all of this unstructured field data that we walk through over the last thirty minutes. We showed you guys how to take photos. We showed you how to take videos, notes, add a bunch of readings, equipment, work authorizations, a sketch, and all of the metadata within those unstructured field assets will allow us to produce an automated scope of work that will be backed up with the documentation that you’ve captured. And I’m gonna walk you guys through a brief example of what an AI generated scope of work would look like, but the the the reason we’re here today is to talk through what can I do to get ready for AI that’s coming early in 2026? And one of the things that I would focus on is really looking at your field processes on how you’re capturing that unstructured data and looking at how you can consolidate use cases into less apps, not more, which then allows you to take advantage of some of these AI initiatives because you’re not pulling, you know, different data sources from four different applications. So with that, where we’re starting is an AI scope backed by the documentation tools that I just walked you through, which then will enable us to get into other interesting workflows around work orders and automated estimates that go into Xactimate as just two examples. But today, we’re gonna focus on Encircle scoping coming in early 2026. And one of the discussions that I thought was worth having is we ran a couple surveys and just captured how people are capturing their scope of work today. And you can see here that it’s quite disparate in how folks are capturing a scope. Right? You have a lot of folks that are in the field capturing some notes, whether that’s on a a paper tech sheet or perhaps in their head or in a a note, for example. You have, you know, technicians that are taking on more of this process over estimators. You have folks that are transitioning more to a remote model or, frankly, just relying upon memory and figuring it out. Now each one of these use cases presents an opportunity to rethink how you are scoping and estimating in the field today, whether that’s rethinking personnel and sending out technicians instead of estimators or maybe vice versa depending on how you wanna approach the customer experience and the overall generation of the estimate. But nonetheless, this scoping tool is gonna be, unlocking the ability for you to get a consistent work product every single time. It’s purpose built for restoration, which is quite unique as I’m sure, you know, a few of you have played around with off the shelf tools like ChatGPT, but a lot of those off the shelf tools will hallucinate and not be domain specific to restoration. We will be analyzing all of the unstructured data, the documentation you use Encircle for today. You then will unlock the ability for us to be able to identify a lot of the damage, context, materials, you know, finishes that are on the property. All of this is gonna be backed by IICRC guidelines and referenced throughout the scope. As well as if you find that you’re looking to add to your scope in the field or the office, you’re able to completely edit this as you own the data that you enter into our platform. What’s brilliant about this workflow is that it almost operates in the background where your team is using the tool, like I just showed you, in the field to document, and all of that rich context will produce an automated scope of work. So let’s go through, a quick example here. And that example, we’ll start with reviewing this property claim. So what I wanna go through with you guys is, an example of the data that was captured. So there’s 29 photos that were captured in this example. 29 photos and one damage description for context. So in the laundry room, we had photos, and don’t count the photos that I took with you guys here today. They’re not producing anything on this scope AI output. But the ones below from November fifth would be included on the AI scope, where you can see I have ten photos here. And I’ll quickly scroll through some of the photos just so folks that are passionate about property losses and what the damage look like will get a good idea of what this looks like. Okay? So those were ten quick photos. I apologize if I’m scrolling a bit quick. We then get into the storage area where I have two photos. I then get into the rec room, And I have some more damaged photos. And I have a general note. In this general note, if you can see on the right hand side, was added by the technician in the field detailing out the type of loss, a little bit of detail on the cause of loss, which is a washer overflow causing damage to the main floor and the basement, little detail on coverage and deductible, as well as CAT two testing with asbestos, bit more detail around the cause of loss as well as the rooms that are affected and some of the actions that we’re looking to do, which is tearing out the affected material, when the home was built, and the date of loss. So you can see that this is very common terminology. This isn’t, you know, speaking and Xactimate, you know, line items as an example. And this was added, by a technician using either voice or text dictation. From there so, again, 29 photos and one damage description. I’ll walk you through what the output looks like. So here’s an initial inspection report coming from this claim that I walked you guys through. So it’s gonna be very similar to the output report we walked through at the start of this webinar where you have all the details of the property, like general notes, for example. You have the floor plan. You have the photos, and these are the 29 photos that I walked you guys through on our web app. And here’s the damage mitigation scope. So details of the property with date and time stamps, project information, project narrative. And I’ll go a bit slower through this one. That way, folks, if you’re looking to read quickly, you can. But this is a loss event and mitigation timeline. Very professional in output, a room by room summary of the affected rooms. You can see below, there’s some references to the IICRC. Next up, we have the basement. We have the recreation room. We have more IACRC references for water class and category. Special considerations, additional references, and then we get into some room tasks. And the room tasks are going to help not only structure work effort or work that needs to be completed at the technician level, but it’s also gonna help create an output for your estimation team, to use as an accurate scope of work. What I often find, in working with, contractors over the years is that work product, depending on who’s in the field, whether it’s technicians or estimators, can be different with different personnel. And we also find that there’s some, like, commonly missed line items that as owners, y’all wish were added to every single file to ensure that you weren’t losing out on charging more on your estimation. Examples could be context manipulation, detaching and resetting of blinds, site protection and containment for just a couple examples. References of safety, effective material. And then the structure is very similar as I go throughout each room. So I’ll scroll through this one a bit faster. If you’re interested in this output, happy to provide you guys an output. You can email me, directly, especially if you’re interested to learn more about this tool. So far in testing, as we are testing with several of our customers, we’re seeing great results and feedback in regards to, output. They’re finding that we’re adding additional tasks that otherwise perhaps weren’t captured. It’s also allowing them to have a very comprehensive and complete output to then produce an accurate estimate. And the beauty is that work effort in the field is actually quite quite low. It’s not cumbersome to use as, really, you’re just asking your team to take a series of photos, capture an audio or a video, know, and go about your documentation no different than perhaps what you’re doing today to produce this level of output. Alright. That is, the scope example I wanted to walk through. Some of the benefits that we’re seeing, and I briefly touched on them before, but the benefits we’re seeing with this tool really come into time savings, additional line items added to your estimate, and really focused on consistent output or work product. With the time savings, generally, what I’m seeing in the field, right, if we go back to how scopes are created today, it’s quite disparate. Some folks will take some notes. Some folks will rely upon memory. Other folks will use paper tech sheets. But all of those methods are prone to, you know, inconsistency, but also a decent amount of labor to produce an output that is accurate. The second one is missed line items. Here’s where, we really wanna help you guys catch overlooked items, commonly missed ones, as well as line items that might otherwise have been missed that we can detect using photos, videos, and notes that are captured in our platform. And then the last one being a consistent work product no matter who you send out in the field. Ty, you asked a good question. Many carriers require certain moisture tools. What I would say to that is Encircle is approved by the main TPAs, ContraProtection, Alacrity, Sedgwick for moisture mapping. If there’s other requirements that you are after, we have a carrier report that you can produce from Encircle that would work for moisture mapping. I would recommend testing that report out, Ty. If you’re looking for further discussion on this topic, I’m happy to chat with you one on one to learn more about your business. Hopefully, that makes sense. Alright. With the last ten minutes or so left in in our, in our time here together, I thought I’d talk about a few other, purpose built AI solutions that are on the way. We have the first one here, which if I go back to one of the questions that was asked, I think, from Ty about Spanish, is there a Spanish version of Encircle? And I said yes. One of the things that we’ve seen commonly in the field is that technicians might be, first language Spanish, and they wanna add a note in Spanish because it’s a lot easier to do so than, in English. And the note, SmartNote and summarization will allow, you guys to use our tool to output in English, French, or Spanish no matter how it was inputted. We also will have the ability to summarize any type of note, whether that’s, typed into Encircle or captured using audio. The second one is around smart moisture readings. If I go back and reference perhaps your memory to the report that I showed a meter, right beside the reading, what we’re going to unlock is the ability to take a photo of your moisture meter and have all of the data, like temperature and relative humidity, automatically entered so your team doesn’t have to manually enter that data in those fields. One thing we talk a lot about internally at Encircle is reducing clicks for technicians in the field because technicians are very tactile, and they wanna, you know, get through some of the documentation tasks at a very fast manner. And a lot of systems are more administratively built than tactilely built, and that’s one of the differences that Encircle offers in the market. And that’s just one other example of how we’re gonna save your team a series of four to six clicks by taking one photo and getting this data automatically generated in our Moisture tool. That would work for any type of reading as long as, you have the meter in front of you, snap a photo, and we’ll transcribe that into the proper area. Last one is reference to, to Nate. Nate asked that question when I was going through our Contents tool. We do have AI content item descriptions in the queue. So what that will allow for is you snap a photo of an item, and we will describe it, saving your team time in the field of having to label items. We commonly hear, you know, packets can take hours prior to to Encircle. Perhaps they were spending, you know, four or five hours creating an inventory list with our tool, bring that down to a matter of minutes because once you take that photo, we’ll produce that inventory list automatically. But this is really that next level in saving time in the field because your team isn’t having to, manually type out those descriptions. So looking forward to these three AI use cases starting with smart notes and summarization, smart moisture readings, and AI contents, coming early in 2026. Alright. The last topic I wanted to spend a few minutes on is an announcement we made, I wanna say, a week to week and a half ago, and it was, that Encircle acquired The Edge. If anyone’s familiar with Tom McGuire, he built a a tool to help restore wrong calculations in a a matter of minutes. It’s funny, Keegan. I did spell “labour” correctly because I’m a Canadian, but for you, I I totally get it. That’s funny. With the The Edge here, Tom McGuire, is now part of the the Encircle team helping us, create the next version of ROMs. If you’re interested in creating a ROM today, we can set you up on, that tool. What it will help you produce is an estimate in a matter of of minutes, based on production rate, as well as some labor justification, around crew sizing, how many people to apply to this job, based on how fast you’re looking to get the job done. So if you’re in the commercial space, large loss space, or if you’re in even in the residential space looking to, get to a dollar amount on day one and also, provide your team, some guidance for what this should cost and how much labor we should deploy to the job, I’d highly recommend taking advantage of, testing out the ROM tool. I’m very appreciative of your time, here today, and I hope you got some value out of where we’re going and how you can take advantage of our tool today to get ready for AI. We have a couple more questions coming in here. When checking off the checklist, it pulls from S500, yes. It does. So Encircle’s tool is, is leveraging the, S500 for the moisture mapping tool, that is correct for equipment, and we’re also referencing the IICRC for our AI scope output to help you guys, justify some of the line items that you’ll be adding into your estimate. So the Encircle moderator here provided a link in the chat. The link is requesting a demo to Encircle. So happy to set that up. Usually, they’re between 30 and 45 minutes where then you can take us up on trying it for free. We also included the URL in the chat to try it for free if you’d rather try the app before you talk to someone. Either way, happy to help you guys take advantage of the offer and get prepared for AI come 2026. Alright. Well, thanks for tuning in, folks. Like I said before, really appreciate your time. Lots of questions coming through. So if I can help afterwards, please hit us up, and I look forward to potentially working with all of you at some point. Take care. Thanks for your time.

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David Carroll
VP, Revenue
Encircle
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