Water & Fire Restoration · CRM with AI receptionist
The CRM that answers the water-loss call at 3 a.m. — and dispatches the assessment
One AI answers your phone, WhatsApp, website chat, Messenger, and Instagram — and arrives already speaking water & fire restoration: the losses pipeline your team runs and the fields you actually track, configured before you finish signing up.
No credit card. Set up in about a minute.
The Villanuevas
“Slab leak — 3 rooms”
Captured on the call
Claim: #HO-88412
Value: Water
Sample caller — the fields and the stage are the real Water & Fire Restoration template.
The intake, handled
What the AI asks your callers.
These are the actual fields on the Water & Fire Restoration template — the same definitions your workspace gets at signup, and the same ones the AI receptionist works from on every call. Rename them, add your own, and the AI follows.
Property Type
- Single Family
- Multi-Family
- Condo/Apartment
- Commercial
- Industrial
Damage Type
asked every call- Water
- Fire
- Smoke
- Mold
- Storm
- Sewage
Affected Rooms
→ a number
Insurance Claim
- Yes
- No
Insurer
→ in the caller's own words
Claim Number
→ in the caller's own words
Emergency Dispatch
- Yes
- No
Moisture Readings
→ in the caller's own words
Your pipeline, pre-built
Losses move through 6 real stages.
New Loss, On-Site Assessment, Mitigation In Progress, Rebuild, Invoiced, then Paid — the pipeline a water & fire restoration business actually runs, not a generic sales funnel. Drag losses across stages, and every stage, color, and label is yours to edit.
- New Loss
- On-Site Assessment
- Mitigation In Progress
- Rebuild
- Invoiced
- Paid
- New Loss
- On-Site Assessment
- Mitigation In Progress
- Rebuild
- Invoiced
- Paid
Slab leak — 3 rooms
The Villanuevas
Kitchen fire + smoke
D. Antonov
Basement sewage backup
Kestrel Property
Real template data — these stages and fields exist the moment you pick Water & Fire Restoration.
Everything included, from day one
The whole front office, tuned for water & fire restoration.
Omnichannel AI Receptionist
Asks the damage type — water, fire, mold, sewage — the rooms affected, and the claim number, and treats every loss as urgent.
Live Quote → Paid
Quotes priced from your price book on the server — one tap approves, the invoice follows, payment happens online.
Marketing Engine
Stay-front-of-mind email for the adjusters and property managers who send you work.
Social & Lead Capture
Facebook Lead Ads land straight in the pipeline; post to four networks and run website chat from one screen.
Retention & Reviews
Service plans create the next job on schedule; Google review replies arrive drafted for your approval.
Intelligence & Trust
Ask your numbers a plain question. Underneath: encryption, two-factor auth, and pricing you can read on one page.
Straight answers
Questions water & fire restoration owners ask.
- Can it quote restoration losses over the phone?
- Losses get assessed on site, never priced on the phone. The AI captures damage type, rooms affected, insurer, and claim number, flags the emergency, and books the on-site assessment — your pipeline's second stage.
- What happens when the AI answers a call?
- It answers on your phone line, WhatsApp, website chat, Messenger, or Instagram, collects the details your Water & Fire Restoration template tracks — property type, damage type, affected rooms — and creates the loss in your New Loss stage. You get the summary, not the interruption.
- Do I have to build the pipeline myself?
- No. Picking Water & Fire Restoration at signup provisions the 6-stage pipeline — New Loss → On-Site Assessment → Mitigation In Progress → Rebuild → Invoiced → Paid — plus 10 trade-specific fields. Every stage, field, and label is editable once you're in.
- Which channels does the AI receptionist cover?
- Phone, WhatsApp, website chat, Facebook Messenger, and Instagram — one AI, one inbox. It can lead the conversation in Spanish and speak in your own cloned voice.
- How do I try it?
- Start a 14-day free trial — every feature, no credit card. Setup takes about a minute, because the Water & Fire Restoration template does it for you.
Your next loss could book itself.
Pick Water & Fire Restoration at signup and the pipeline, fields, and AI receptionist are already yours. The template does the setup.