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Built for How a Restoration Job Actually Runs

From the first call to the books, in the order the job happens. Screens below are from the product with sample data.

1 First Call

Quote It, Schedule It, Dispatch It

Line-item quotes go out as a link. The customer accepts or declines online.

  • Quotes That Become Jobs. Accept or decline online.
  • Dispatch Board. A lane per crew and tech. Every tech sees their day on the phone.
  • Customer Portal. Homeowners check status from a private link instead of calling the office.
The Scheduler dispatch board on a laptop: a lane for each crew and each tech across the week, with dispatch events and task deadlinesThe Scheduler dispatch board on a laptop: a lane for each crew and each tech across the week, with dispatch events and task deadlinesThe Scheduler dispatch board on a laptop: a lane for each crew and each tech across the week, with dispatch events and task deadlinesThe Scheduler dispatch board on a laptop: a lane for each crew and each tech across the week, with dispatch events and task deadlines
2 On Site

The Crew Records the Job as It Happens

Clock in, log readings, scan equipment, and sign the change order from the phone. Assigned jobs, tasks, readings, and the clock keep working with no signal.

  • Employee Hours. Clock in on site with the location recorded, and the hours land on the job as labor cost.
  • Drying. Daily readings by room and material against a dry goal, with atmospheric readings.
  • Equipment by QR. Every unit shows On Job Site until it is scanned back onto the van.
  • E-Sign and Change Orders. Photos on the change order, signed on the phone, added to the job total.
The Alvarez job on a phone: Clock In, Start Trip, Drying Progress at 3 of 4 dry, the estimate against costs so far, and the equipment on siteThe Alvarez job on a phone: Clock In, Start Trip, Drying Progress at 3 of 4 dry, the estimate against costs so far, and the equipment on siteThe Alvarez job on a phone: Clock In, Start Trip, Drying Progress at 3 of 4 dry, the estimate against costs so far, and the equipment on siteThe Alvarez job on a phone: Clock In, Start Trip, Drying Progress at 3 of 4 dry, the estimate against costs so far, and the equipment on site
Drying for the Alvarez job on a tablet: 3 of 4 points dry, one chamber, the last visit, and grain depression, above the Moisture Log of daily readings by room and materialDrying for the Alvarez job on a tablet: 3 of 4 points dry, one chamber, the last visit, and grain depression, above the Moisture Log of daily readings by room and materialDrying for the Alvarez job on a tablet: 3 of 4 points dry, one chamber, the last visit, and grain depression, above the Moisture Log of daily readings by room and materialDrying for the Alvarez job on a tablet: 3 of 4 points dry, one chamber, the last visit, and grain depression, above the Moisture Log of daily readings by room and material
3 Get Paid

Collect Before You Leave

Email the invoice for card payment through Stripe, or record cash, check, ACH, or card against it on the phone. Money Owed shows every open balance by age.

  • Invoices on the Phone. Paid online or recorded on site.
  • Money Owed by Aging Bucket. Current, 1-30, 31-60, 61-90, and 90+ at a glance.
  • Approvals in One Tap. Expenses and mileage reviewed from the phone, posted to the job once approved.
The Alvarez job invoice on a phone: $4,250.00 paid by card, with nothing remainingThe Alvarez job invoice on a phone: $4,250.00 paid by card, with nothing remainingThe Alvarez job invoice on a phone: $4,250.00 paid by card, with nothing remainingThe Alvarez job invoice on a phone: $4,250.00 paid by card, with nothing remaining
Payment Recorded
$4,250.00 by cardAlvarez, 1418 Larkspur Ct. Invoice paid in full.
Paid
QuickBooks Online SyncA paid invoice and its payment sync to QuickBooks Online.
QuickBooks
4 expense reports to approve$2,318 from Dana and Luis, posted to their jobs on approval.
Review
4 The Books

See What the Job Really Made

Paid revenue against labor, materials, subs, expenses, and mileage on every job.

  • Job Profitability. Margin per job and across the book of work.
  • Totals Across Every Job. Paid revenue, total cost, profit, and margin for all matched jobs.
  • Only Approved Costs Count. Expenses and mileage awaiting approval are shown separately.
  • QuickBooks Online Sync. Invoices, payments, bills, and approved expenses.
Job Profitability report on a laptop: total cost, profit, and margin per job across 12 jobs, with the over-budget Hartley Basement Flood job first at a $966.97 lossJob Profitability report on a laptop: total cost, profit, and margin per job across 12 jobs, with the over-budget Hartley Basement Flood job first at a $966.97 lossJob Profitability report on a laptop: total cost, profit, and margin per job across 12 jobs, with the over-budget Hartley Basement Flood job first at a $966.97 lossJob Profitability report on a laptop: total cost, profit, and margin per job across 12 jobs, with the over-budget Hartley Basement Flood job first at a $966.97 loss
See Pricing

Ask BOLT AI About Your Own Jobs

Add-On

Type it the way you would say it. The answer comes from the data your crew already entered.

The Cmd+K box on a laptop: typing "money owed" lists the pages to go to, matching guide topics, and an Ask BOLT rowThe Cmd+K box on a laptop: typing "money owed" lists the pages to go to, matching guide topics, and an Ask BOLT rowThe Cmd+K box on a laptop: typing "money owed" lists the pages to go to, matching guide topics, and an Ask BOLT rowThe Cmd+K box on a laptop: typing "money owed" lists the pages to go to, matching guide topics, and an Ask BOLT rowBOLT AI on a laptop: asked which jobs are over budget, it answers from the job costs that one is: the Hartley Basement Flood job, $966.97 over its $6,800.00 contractBOLT AI on a laptop: asked which jobs are over budget, it answers from the job costs that one is: the Hartley Basement Flood job, $966.97 over its $6,800.00 contractBOLT AI on a laptop: asked which jobs are over budget, it answers from the job costs that one is: the Hartley Basement Flood job, $966.97 over its $6,800.00 contractBOLT AI on a laptop: asked which jobs are over budget, it answers from the job costs that one is: the Hartley Basement Flood job, $966.97 over its $6,800.00 contract