Taking a New Loss: First Notice of Loss

Interactive eLearning Course  

Duration: 40 Minutes
Upon registering, you will receive access to this course for 30 days.

When running an emergency service restoration company, the first impression begins with the customer contacting you with a new loss.  Once contacted, we have to carefully navigate the communication to show a balance of empathy while collecting and documenting the information needed for the job.  The information needed is critical to deployment and necessary for many of the critical functions in your operations including but not limited to: 

  • Collection of Accounts Receivable 
  • CRM:  Customer Relationship Management 
  • Communications
  • Documentation
  • And More...It all starts with the initial set up of a new job. 

Using restoration management software like, iRestore, will allow you to effectively and efficiently collect the information.  As iRestore powers your values, vision, and leadership, once a job is set up that information will not have to re-entered or duplicated.  The system will power the other features that allow you to run, manage, and document the job from beginning to end.  It also will fuel features and reporting in other features like tracking and managing your referrals, companies, and contacts.  

Modules Included and Learning Objectives

Module 1: Overview of Take a New Loss or First Notice of Loss

  • High level Objectives of Taking a First Notice of Loss
  • Methods
  • Categories of Important Information

Module 2: Restoring Success: The Art of Interviewing the Customer - Article

Module 3: iRestore First Notice of Job Worksheet Template

Module 4: A detailed video demonstration of using iRestore to set up a new job.

  • Using iRestore to set up a New Job
  • Explanation of critical information and how it sets up managing the job for success
  • Application of interviewing the customer
  • How critical information taken at initial new loss intake impacts marketing and operations

Bonus Learning Included with Registration:  Practical Training for Everyone

  • Job Site Behaviors
  • Tape, Tape, Tape:  Not Just Sticky Paper
  • What is PPE - Don & Doff PPE

You can request a Free Demo of iRestore Click HERE

“Let’s go invent tomorrow instead of worrying about what happened yesterday.” – Steve Jobs

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Free

Course Included

    • Taking a First Notice of Loss or Property Damage: New Loss or Job - iRestore Software
    • eLearning Bonus: Practical Training for Everyone: Job Site Behaviors - Tape, Tape, Tape - What is PPE - Don & Doff PPE