Professional restoration intake app for water, fire, and mold restoration companies documenting a job on site

Professional Restoration Intake App for Water, Fire & Mold Companies at No Cost

January 24, 20264 min read

If you run a water, fire, or mold restoration company, you already know this truth:

Your professionalism is judged long before you ever step on site.

It is judged by:

  • how quickly you respond,

  • how confidently you ask questions,

  • how organized you appear,

  • and how clearly you explain what happens next.

Homeowners, adjusters, and property managers do not separate “marketing” from “operations.”
To them, it is all one experience.

At GetPresence, our philosophy is simple:

We want your business to look professional at every moment; before the phone rings, while the intake is happening, and when you arrive on the job.

That is why we built both systems and tools, not just websites.

This article explains:

  • what professional restoration intake actually requires,

  • why most companies unintentionally look disorganized,

  • and how a free, research-backed intake tool can immediately raise your standards in the field.


The hidden problem in restoration: intake chaos

Most restoration companies lose trust and revenue in the same place:

the first 30 minutes.

Not because they lack skill, but because intake is:

  • rushed,

  • inconsistent,

  • undocumented,

  • or handled differently depending on who answers the call.

Common issues we see every day:

  • Missing or vague dates of loss

  • No clear distinction between discovery time and loss time

  • Incomplete legal authorization before work starts

  • No documented hazards or health concerns

  • No structured moisture, fire, or mold baseline

  • Notes scattered across texts, notebooks, CRMs, and memory

From an insurance or legal standpoint, this is dangerous.
From a customer-trust standpoint, it looks unprofessional.


Professional intake is not “extra paperwork”

True professional intake is not about slowing your team down.

It is about:

  • protecting your right to payment,

  • creating a defensible job file,

  • and giving your office clean, usable information.

A proper intake should answer, clearly and immediately:

  • Who authorized the work?

  • When did the loss actually occur?

  • What standards apply to this job?

  • What hazards exist?

  • What was observed before work began?

  • What documentation already exists?

This is not opinion. This is how carriers, attorneys, and auditors think.


Built for real restoration standards, not generic forms

We built our Restoration Rapid Intake App around real-world expectations, including alignment with IICRC standards and insurance documentation realities.

The app guides your team step by step through:

Administrative and legal foundation

Before work begins, it captures:

  • Work Authorization status, signer, method, and timestamp

  • Direction to Pay and AOB status (with state awareness)

  • Pre-existing damage acknowledgements

  • Anti-microbial release confirmations

This protects your company before a single fan is placed.

Incident timeline clarity

It separates:

  • Date and time of loss

  • Date and time of discovery

  • Date and time of inspection

This distinction matters more than most contractors realize, especially on water and mold claims.

Technical assessment by damage type

The app dynamically adapts based on the job:

Water (S500-aligned):

  • Category and Class

  • Source and duration

  • Structured psychrometric baselines

  • Affected materials and areas

Mold (S520-aligned):

  • Condition classification

  • Moisture source and resolution

  • Containment indicators

  • Health sensitivity flags

Fire and smoke (S700-informed):

  • Residue classification

  • HVAC involvement

  • Structural concerns

  • Corrosivity and secondary water damage indicators

If a job involves water and mold, it only shows water and mold.
No irrelevant fields. No clutter.

Visual documentation discipline

The app reinforces best practices:

  • Photo confirmation

  • Moisture mapping notes

  • Sketch and measurement capture

  • Room-by-room documentation

Because in restoration, if it is not documented, it did not happen.


Export-ready for the real world

Professional intake only matters if the information can move cleanly.

The app allows exports in formats your team actually uses:

  • Dispatch-ready summaries

  • Structured CRM notes

  • FNOL-style insurance summaries

  • JSON and CSV for internal systems

  • Print-ready reports for job files

No accounts. No logins. No friction.


Why we built this at GetPresence

This tool exists because of how we think about “online presence.”

At GetPresence, online presence is not:

  • just a website,

  • just SEO,

  • just ads.

It is the entire customer experience, from first contact to first invoice.

We help restoration companies:

  • capture and qualify leads immediately,

  • respond calmly and consistently,

  • document work professionally,

  • and scale without chaos.

The intake app is not a gimmick.
It is a reflection of how we design systems.

We make you look professional before you even meet your customer, and this tool helps you look professional when you arrive.


Use the tool. Judge the thinking behind it.

If you are a water, fire, or mold restoration operator, you can use the intake app immediately.

You do not need to change your CRM.
You do not need to change your estimating software.
You do not need to “buy” anything.

Just use it on your next job and ask yourself one question:

Does this make my company look more professional?

If the answer is yes, then we should probably talk.

Because tools like this are only one piece of how we help restoration companies stop leaking leads, protect revenue, and operate like serious businesses.


CLICK HERE TO TRY THE FREE WATER, FIRE, MOLD RESTORATION JOB INTAKE APP.

Are you ready to elevate your business from a local contractor to a restoration authority?

Let getPresence handle your professional image from the first click on your website to the final digital signature on the job site. Contact us today to see how our AI receptionists and Rapid Intake app can transform your workflow.

Diego Garcia is a digital growth consultant and founder of GetPresence, helping local service businesses turn their online presence into predictable lead flow. He specializes in conversion-focused websites, CRM-driven lead management, and practical automation that reduces missed opportunities. Diego brings an engineering-driven, systems-first approach to growth, backed by a degree in Digital Media from the University of Houston Cullen School of Engineering and a minor in Technology Leadership and Innovation Management.

Diego Garcia

Diego Garcia is a digital growth consultant and founder of GetPresence, helping local service businesses turn their online presence into predictable lead flow. He specializes in conversion-focused websites, CRM-driven lead management, and practical automation that reduces missed opportunities. Diego brings an engineering-driven, systems-first approach to growth, backed by a degree in Digital Media from the University of Houston Cullen School of Engineering and a minor in Technology Leadership and Innovation Management.

LinkedIn logo icon
Back to Blog