WINNING AT DOCUMENTATION

Documentation strategies to help restorers get paid

In this free digital resource, learn how to build efficient documentation processes in the field to protect your restoration business.

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In restoration, proof is what gets you paid.


Documenting jobs correctly makes your life, the adjuster’s life, and your customer’s life easier. Learn strategies to set up killer documentation SOPs for your team and close out the job with the cheque in your hand! Kris goes deep on topics like:

Winning at Documentation eBook
  • 3 “Must-Do’s” before you start the job - Before starting work, there are three things you must do to protect yourself, your team, and your business.
  • 6 secrets to protecting your profits - Properly document pre-existing conditions, Cause of Loss, resulting damages, floor plan documentation, contents, field reports & work orders.
  • Scoping strategies for iron-clad estimates - What separates the Pros from the Joes? The level of detail you include in your scope.
  • How to succeed at large loss jobs - Larger losses come with challenges and risks. Put the right systems in place to execute them successfully.
  • Documentation, sharing & reporting - Create documentation workflows that enable you to answer difficult questions before they are asked.
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12 chapters packed with practical advice for restorers.

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WHAT MAKES A GREAT FIELD REPORT?

Think of building your documentation as an act of empowerment.

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TIPS FOR DOCUMENTING PRE-EXISTING DAMAGE.

Documenting pre-existing conditions is the most powerful thing you can do to protect your business.

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5 COMPONENTS YOUR FLOOR PLAN SHOULD INCLUDE.

A floor plan provides more context to the visual story you tell with your photos, videos and notes.

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A DOCUMENTATION CHEAT SHEET.

The most contentious issues that restorers face stem from failed communication of the facts.

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Kris Rzesnoski, CR

Kris is the Vice President of Business Development at Encircle. He guides the technical development of Encircle’s solutions to ensure they exceed industry expectations. With over 15 years of experience in the restoration and insurance industries, he is committed to driving Encircle’s delivery of intuitive, easy-to-use solutions that improve productivity and profitability.

Kris holds many certifications and designations, including being a Certified Restorer, Water Loss Specialists, former Xactimate Certified Trainer and IICRC Master Restorer designated in Water, Smoke, Fire, and Textiles.

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Get your FREE copy!

iicrc-continuing-education-provider-whtEarn 5 IICRC credits!
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Get complete and consistent field documentation everytime.

Learn how Encircle can help you and your field teams ease the documentation burden.
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