Restoration services

Restoration services automation templates

12 ready-made workflows for Restoration services. Each one handles a real job your team does every week, right inside the tools you already use. The apps that come up most here: Slack, Gmail and Encircle.

Restoration services
All categories
Automated Work Authorization Signature Chaser
WebRun checks Albi for unsigned work authorizations, drafts a gentle e-sign reminder to the homeowner, and alerts your project manager in Slack so no job starts without a signed authorization.
AlbiDocuSignGmail+1
Automated Restoration Weekly WIP Report
Every Monday, WebRun pulls job stages, revenue, and outstanding items from DASH and Encircle, compiles a work-in-progress report, and posts it to your leadership Slack channel before the week begins.
Next Gear DASHEncircleSlack
Automated Restoration Subcontractor Coordination
Every morning, WebRun checks Albi for upcoming subcontractor tasks, confirms each trade is scheduled and has site access, and posts your project manager a Slack summary of the day's sub activity.
AlbiSlackGoogle Sheets
Automated Restoration Review Request Emails
When a restoration job is marked complete in Encircle, WebRun drafts a warm review-request email for the homeowner, ready for your office manager to send within 24 hours of job close.
EncircleGmailSlack
Automated Restoration Loss Intake Routing
When a new loss comes in, WebRun reads the job details in DASH, scores the loss type and geography, and posts the right crew lead a Slack alert with everything they need to respond.
Next Gear DASHSlackGoogle Sheets
Automated Restoration Lead Speed-to-Lead Response
When a new lead fills out your contact form, WebRun drafts an immediate, personal acknowledgment email and texts a Slack alert to your dispatcher so no emergency call goes cold.
Google SheetsGmailSlack
Automated Restoration Equipment Pickup Scheduling
WebRun checks Encircle for jobs where drying equipment has hit its target readings, drafts a pickup scheduling email for the homeowner, and alerts your crew coordinator in Slack.
EncircleGmailSlack
Automated Restoration Documentation Chasers
WebRun checks Encircle for jobs with incomplete documentation, then drafts a polite reminder to the field tech asking them to upload the missing photos or documents before the next adjuster visit.
EncircleGmailSlack
Automated Restoration Daily Job Board Digest
Every morning, WebRun reads all active jobs in DASH and Encircle, builds a one-page digest of job stages, crew assignments, and flags, and posts it to your operations Slack channel.
Next Gear DASHEncircleSlack
Automated Restoration Claim Updates
When a job status changes in Encircle, WebRun drafts a plain-English update for the homeowner and adjuster, ready for your project manager to review and send.
EncircleGmailSlack
Automated Restoration Certificate of Completion Collection
When a restoration job moves to close-out in Encircle, WebRun drafts a certificate-of-completion request for the homeowner to sign and alerts your project manager so the file can be closed cleanly.
EncircleDocuSignGmail+1
Automated Restoration Adjuster Follow-Ups
WebRun identifies claims in DASH that are waiting on adjuster response, drafts a professional follow-up email, and leaves it ready for your project manager to send.
Next Gear DASHGmailSlack

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