A Custom CRM for Water Damage Restoration
A pipe bursts at two in the morning and the first company to answer gets the job. Your desk answers that call, then keeps the moisture readings, the equipment and the carrier notes together until the rebuild is paid.


Shown: Summit Crest Air and Electric, a demo desk with invented customers. Yours wears your name and your words.
From the First Call to Paid, in Water Damage Restoration Words
Every water loss moves down the same line. We name each stop the way your crew already does.
- 01Loss Call
- 02Arrival
- 03Mitigation
- 04Drying
- 05Estimate
- 06Rebuild
- 07Paid
A water loss on your desk hangs off the property and the claim.
So the card asks for what you actually need, and nothing a water damage restoration business would never fill in.
- Loss category and class
- Affected rooms
- Daily moisture readings
- Equipment on site
- Carrier and claim number
- Signed work authorization
Where Water Damage Restoration Businesses Lose Work
Night Calls That Hit Voicemail
A homeowner standing in water will not leave a message. They call the next company on the list and you never hear about it.
Dry Logs With Holes in Them
A tech skips a day of readings or writes them on a scrap of paper. The adjuster questions the drying days and your invoice gets cut.
Gear Left Behind
Air movers and dehus sit at a finished job or get counted wrong. You lose equipment days you should have billed and gear you need for the next loss.
Fitted to How You Already Work
An Answer Every Hour of the Night
The desk picks up calls and texts in your voice, gets the address and what happened, and wakes up your on call tech. A person takes over as soon as they are up.
Moisture Readings on the Phone
Your tech logs readings by room each day with photos from the same spots. The dry log builds itself as the job goes.
An Equipment Board
Every dehu and air mover shows which job it is on and since when. Pickup day is on the schedule, not in someone's head.
One Claim File, Ready to Send
The work authorization, photos, readings and equipment days live on the claim. When the carrier asks, your office sends it without a scramble.
What Water Damage Restoration Owners Ask
Can it answer when a homeowner calls at three in the morning?
Can my techs log readings without signal in a basement?
Can I run the rebuild on the same job?
How long does a custom desk take?
Do we own it?
Tell Us How Your Water Damage Restoration Business Runs
We will tell you honestly what a desk fitted to it would take.