How To Collect Detailed Documentation for Your Restoration Projects

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Any remediation company knows that documentation is the key to getting your clients' claims approved. That means taking the time to document everything properly can help you avoid needing a trusted remediation lender, such as Net Claims Now. However, recording everything necessary is more difficult than it sounds. You need to make sure you gather all the information you need to help your clients get funds for their buildings. If you struggle with this, here are some tips to help you gather all the information you need.

Client Information

As soon as a client contacts you about restoration work, you can begin the documentation process. This starts as you gather basic information about the client. Some of the things you should gather include:

Name and address
Disaster type
Insurance information


On your first visit to the site, you will need to document the damage. This means you will need to photograph and describe the overall damage level, source, items permanently destroyed, items that can be repaired, items that only need to be cleaned, building materials that the disaster impacted, valuables affected, and any other items or information that you feel is relevant.


Another thing you'll need to submit to the insurance company is a projected timeline for the remediation work. This will need to break the project down into small milestones and provide a timeline for each one. Be sure to leave extra time to complete each section in case something goes wrong.

Potential Risks

The final aspect of a project you will want to document is the potential risks. While this doesn't go to the insurance company, it should still be there for your records. Be sure to include anything that could impact your remediation project.

Overall, documentation can be turned into a simple process when you know exactly what you need to collect. Basically, the more you can document, the better the project will turn out for your client. Just remember to focus on getting all of the information on this list.

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