Restoration Cloud CRM

Cloud login for clients, jobs, expenses, and receipts.

Dashboard

Cloud CRM for restoration leads, clients, jobs, photos, receipts, and job profit tracking.
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Clients
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Jobs
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Contract Revenue
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Tracked Profit

Recent Jobs

New Client

Saved Clients

New Job

Saved Jobs

Add Job Expense / Receipt

Tip: On iPhone, the receipt upload lets you use the camera. This stores the receipt image with the expense.

Expense Tracker

Add Technician / Employee

Saved Techs

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Equipment Types
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Total Units
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Units In Use
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Available Units

Add Equipment

Equipment Inventory

One-Tap Equipment Checkout

Pick a job, tap + or +5 on saved equipment, then assign everything at once.

Checkout Cart

No equipment selected.

Quick Return Equipment

Pick a job and return equipment with one tap.

Manual Assign / Return Equipment

Scope Writer / Field Assistant

Emergency Moisture inspection Demo HEPA vacuum Antimicrobial Drying equipment Odor treatment Debris removal Final clean
This version generates strong restoration scope language without paid AI calls. A true AI model can be wired later through a secure backend.

Generated Output

Select a job or enter details, then tap Generate Scope.

Quick AI-Ready Tools To Add Next

1. True AI Scope Generator

Uses job photos, notes, job type, rooms, and expenses to generate a full adjuster-ready scope.

2. Receipt Auto-Read

Reads vendor, date, total, and category from receipt photos.

3. Job Intake Voice Assistant

Talk into your phone and have the app create the job, checklist, and first scope draft.

AI / Smart Tools Roadmap

Smart receipt auto-reading needs a secure backend function. Do not put an OpenAI or OCR API key directly inside this browser app because anyone could inspect it.

Smart Receipt Scan

Current version saves receipt photos. Next backend upgrade can read vendor, total, date, and category automatically from the receipt image.

AI Job Intake Helper

Future upgrade: speak or type a loss description and AI fills job type, affected rooms, probable equipment, inspection checklist, and next-step tasks.

AI Scope / Insurance Report Builder

Future upgrade: generate adjuster-friendly summaries, IICRC-style notes, photo reports, and PDF job packets from the job file.

AI Profit Alerts

Future upgrade: warn when labor/materials are eating too much margin or when expenses are missing receipts.

Recommended Flow

  1. Add techs and hourly rates.
  2. Create job and contract amount.
  3. Add labor expense by selecting tech + hours.
  4. Upload receipts for materials, dumpsters, rentals, and subs.
  5. Use job detail page to review actual profit and margin.
This upgrade adds real tech-rate labor costing now. Smart OCR can be safely added with a Supabase Edge Function next.

Backup

Data is saved in Supabase cloud. You can also export a JSON backup.