CRM for Restoration

Restoration CRM Software Built for Insurance Claims and 3am Emergencies

Water damage, fire, mold. Every job is an insurance claim, a daily drying log, and a scope that changes by the hour. Smarfle keeps the documentation tight so the carrier pays the supplement.

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Smarfle CRM - Restoration Dashboard
Active jobs

23

Supplements pending

7

Equipment deployed

47

On-call tonight

Rivera

Recent Jobs

Martinez Residence

Water mitigation Cat 3

Day 3 of drying

Oak Tower Apt 412

Fire restoration

Supplement sent

Chen Family

Mold remediation

Scope approved

Hartford Office Bldg

Sprinkler damage Cat 1

Initial assessment
Restoration CRM

A Restoration CRM Built for Insurance Restoration

Generic CRMs treat every job like a sales lead. Restoration is the opposite: 95% of jobs are insurance claims with an adjuster in the loop, drying logs that need timestamps, photos that justify the scope, and supplements that pay the difference when the original scope was wrong. Restoration CRM software has to capture all of that without forcing the project manager to live in spreadsheets. Smarfle is a restoration CRM that puts the claim number, adjuster name, scope-of-loss amount, and daily drying logs on the same job record. When the carrier asks why the dehumidifier ran for 5 days, you pull the log and the supplement gets approved.

A restoration CRM that documents every supplement and every drying day is what gets carriers to pay full scope instead of haggling you down 20%.

Claim + adjuster + scope on every job

Track claim number, adjuster contact, carrier name, scope-of-loss amount, and supplement status per job. The restoration CRM remembers which carriers approve supplements fast and which fight every line item.

Drying logs with timestamps and photos

Daily moisture readings, equipment running, temperature, humidity, photos of progress. Smarfle stamps each entry with time + tech. Documentation that holds up when the adjuster questions the equipment hours.

Scope changes with carrier sign-off

Original scope was 'remove 200 sq ft of drywall'. Now it is 800 sq ft because the mold spread further than the initial assessment. Smarfle generates the supplement PDF + sends to the adjuster for sign-off before you do the work.

3am emergency dispatch + on-call rotation

Inbound call at 3am, water spraying everywhere. Smarfle's AI receptionist captures the address, takes photos via the customer's phone, and texts the on-call tech with the dispatch. No tech misses a call because they were asleep.

Where restoration businesses lose time and money

The day-to-day friction every restoration owner recognizes.

Supplements get denied because the documentation is weak

Adjuster sees 'increased drying time, $400'. Without timestamped moisture readings and equipment logs, they push back. You eat the $400 or fight for two months. Multiply by 50 jobs a year and that is real money.

3am calls go to voicemail

Water heater bursts at 3am. Homeowner calls three restoration companies. The one that answers gets the job. Without after-hours coverage, you lose the emergency revenue your competitors are capturing.

Scope creep means you do work you cannot bill

Mold spreads further than the initial assessment. Your tech tears out the drywall to contain it. Now you have done $3k of work the carrier never approved. Without a supplement workflow, that comes out of your margin.

Built for restoration businesses

Not a generic CRM. Every feature is tailored to how restoration companies actually work.

Photo + reading logs by day

Every site visit, tech logs moisture readings + equipment running + photos. Smarfle stamps the time. Adjuster gets the full record when they question the bill.

AI receptionist for 24/7 dispatch

Calls after hours hit Smarfle's AI receptionist. It captures the address, the issue, the urgency, and texts the on-call tech immediately. Zero missed emergencies.

Supplement PDFs that get approved

Scope expands? Generate the supplement PDF in Smarfle with the photos + readings that justify it. Send to the adjuster, get sign-off, do the work. Get paid for what you did.

Is Smarfle the right fit for your restoration business?

We built this for a specific type of business owner. Tap each one that sounds like you.

We built this for you if...

Tap the ones that resonate

This probably isn't for you if...

And that's okay

Top feature for restoration

Supplements that get approved on the first ask

Most restoration shops lose 15-20% of supplement requests because documentation is thin. Smarfle's photo + reading + equipment logs flip that. Most supplements approve on the first ask.

Daily moisture logsPhoto timestampsEquipment runtime tracking

Everything your restoration business needs

Three ways Smarfle transforms how you operate, get paid, and grow.

1

Claim + adjuster on every job

Capture claim number, adjuster name, carrier, scope-of-loss amount. Filter jobs by carrier to spot fast vs slow payers.

2

Supplement PDF generation

Build the supplement with photos + readings + line items from the job record. Send to adjuster. Get sign-off.

3

Carrier-specific scorecard

Which carriers pay full scope, which fight every supplement, which take 90+ days to settle. Negotiate accordingly.

Plans that grow with your restoration business

All plans include a 7-day free trial. No credit card required.

Solo

Sole operators getting started

$19/mo
  • 1 user
  • Up to 100 clients
  • 1 GB storage
  • Public booking link + calendar
  • Client management
  • Work orders with photos
  • Invoices + Stripe payments
  • Activity log, tags, custom fields
  • Mobile PWA + CSV import/export
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Starter

Small teams adding tools and growth

$99/mo
  • Up to 3 users (1 owner + 2 techs)
  • Up to 200 clients
  • 1 GB storage
  • Everything in Solo
  • Voice AI receptionist (usage-based)
  • GMB rank tracking
  • Search Console integration
  • API access + webhooks
  • Branded client portal
Start Free Trial
Most Popular

Professional

Growing service businesses

$199/mo
  • Up to 10 users
  • Up to 500 clients
  • 3 branch locations
  • 5 GB storage
  • Everything in Starter
  • AI email & SMS drafts
  • AI work order summaries
  • GBP Posts + Dashboard
  • Workflows automation
  • Website builder + AI content
Start Free Trial

Business

Multi-location operations

$349/mo
  • Up to 30 users
  • Up to 1,000 clients
  • 10 branch locations
  • 20 GB storage
  • Everything in Professional
  • Priority support
  • Higher AI credit limits
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SMS, email, AI, and voice are billed pay-as-you-go. See full pricing breakdown →

Restoration CRM questions

No. Xactimate is the carrier-mandated estimating tool, and you still need it for the scope-of-loss. Smarfle complements Xactimate by storing the claim, scope, supplements, drying logs, and final invoicing in one place around the Xactimate scope number.
Yes. Tech takes photos on their phone during the daily visit. Smarfle attaches them to the drying log entry with timestamp + location. The adjuster sees the full visual trail when they review the supplement.
Smarfle's voice AI answers 24/7. It captures caller name, address, issue (water, fire, mold), urgency (active leak vs damage assessment), and texts the on-call tech with the dispatch. Most restoration shops convert 30-40% more after-hours calls into jobs.
Yes. Each dehumidifier, air mover, and HEPA scrubber is its own inventory item. Smarfle tracks where each unit is deployed, runtime hours per job, and when it needs to be picked up.
After mitigation you often hand off to drywallers + painters + electricians. Smarfle assigns sub work orders to vendor accounts, tracks their progress, and rolls their bills up into the final claim invoice.
Direct integration is on the roadmap. Today, most restoration shops use Smarfle for internal CRM + claim tracking, then upload final docs to the carrier portal manually.

Ready to run your restoration business from one place?

Join service businesses that book more jobs, get paid faster, and grow their reputation with Smarfle.

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