The operating gaps

Named in operator language. One paragraph each.

1. 01

   After-hours emergency-loss capture

   Water, fire, and mold emergencies happen at all hours. The first responder on site gets the job. Speed-to-Lead routing closes the gap.

2. 02

   Insurance-document processing across estimates, supplements, and Xactimate exports

   Each loss generates dozens of documents and photos that get coordinated with the carrier and the adjuster. Document Processing closes the loop and pre-stages the supplement packets.

3. 03

   Lead-tracking and referral source follow-up

   Plumber referrals, agent referrals, and adjuster referrals are the operational growth engine. Follow-Up Automation installs the cadence.

4. 04

   Job-photo and progress-documentation cycle

   Daily progress photos, moisture readings, and equipment-log uploads are documented in the cab. Office reconciles end of day. Document Processing closes the loop.

5. 05

   Internal reporting on cycle time and supplement recovery

   Average cycle time, supplement-recovery rate, and per-loss margin live across the field-management system and the accounting system.

The Revenue Audit

Know your specific number before you commit to anything.

The Revenue Audit for restoration contractors is a fifteen-minute working session against a field-management export and a recent month of loss-intake data. We calculate recoverable revenue across emergency-loss capture, supplement-recovery, and referral-source reactivation. The retainer is sized against the figure. Honest no on the call.

1. 01A specific dollar figure of recoverable revenue, calculated against your own data.
2. 02A vertical-specific gap diagnosis named in operator language, not marketing language.
3. 03A reference conversation with an operator in your vertical or an adjacent one.
4. 04A retainer sized against the figure, or an honest no on the call.

Insurance, HVAC, and dental are our installation wedges at v1. We accept Revenue Audits in restoration and run them against the same diagnostic; the engagement timeline is set during the call.

Stack recommendation for Restoration

Layered in the order that produces the visible ROI event first.

1. Layer 1

   Speed-to-Lead

   After-hours emergency capture is the highest-value lift in this trade.

2. Layer 1

   Document Processing

   Insurance documentation and supplement packets close the largest reclaimable hour cost.

3. Layer 2

   Follow-Up Automation

   Referral-source cadence and progress-update sequences create depth.

4. Layer 3

   Revenue Recovery

   Past-customer reactivation for adjacent services and maintenance.

5. Layer 3

   Internal Reporting

   Cycle time, supplement-recovery rate, and per-loss margin in one view.

Proof

Across the audits the firm has run, the typical recoverable figure on a $1M to $5M book is $30,000 to $90,000 per year. Your figure is specific to your book.

STRATA is quiet about engagements in flight.

References are matched to your vertical and available on the audit call. Case studies are published when the customer is ready to be named. What we can tell you: the audit call will include a reference conversation with an operator in your vertical or an adjacent one.

Operational questions

What operators ask before the audit call.