For Restoration Companies

Business Management Software for Restoration Companies

Restoration business management software that puts your claim pipeline, crew coordination, and insurance billing in one place. Respond to emergencies faster, track mitigation progress, and collect from carriers on time.

No credit card requiredFree 14-day trial
A

Acme Corp

Pro plan

Settings
AKAlex Kim
Dashboard
Create

Restoration Pipeline

BoardTableForecast

First Notice

2
EI

Water loss — burst pipe

Evergreen Insurance

$18,0000d
SM

Kitchen fire — smoke damage

State Mutual

$45,0000d

Mitigation

2
HI

Mold remediation — basement

HomeShield Insurance

$12,5003d
HI

Mold remediation — basement

HomeShield Insurance

$12,5003d

Rebuild

1
NP

Storm damage — roof & interior

National Property Ins

$62,0005d

Closed

1
PM

Water extraction & dry-out

Pacific Mutual

$8,2000d

Mitigation & rebuild coordination

Mitigation, demo, drying, and rebuild all happen in sequence—one bottleneck delays the entire claim and frustrates homeowners and adjusters.

Track every project phase from emergency response through rebuild completion. Coordinate mitigation and rebuild crews with clear handoffs.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

National Property — Storm Rebuild

BoardListCalendar
Emergency Response1

Tarp roof & board-up

High
Mar 21
2/3
RL
Mitigation2

Demo wet drywall & set dehumidifiers

High
Mar 24
4/7
RLKT

Demo wet drywall & set dehumidifiers

High
Mar 24
4/7
RLKT
Adjuster Review1

Scope review & supplement

High
Mar 26
2/4
6
KT
Rebuild Complete1

Pacific Mutual — COC signed

Medium
Mar 18
10/10
RL

Insurance billing & collections

Insurance billing with supplements, depreciation, and deductibles is complex—errors mean delayed payments and margin loss.

Track insurance payments, supplements, and homeowner portions in one dashboard. Follow up on outstanding carrier payments automatically.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
Revenue
$124,580+18.2%
Outstanding
$23,420-5.1%
Paid
$98,300+22.4%
Expenses
$31,240+3.8%

Recent Invoices

InvoiceClientAmountStatusDate
INV-2024-321Pacific Mutual$8,200paidMar 18
INV-2024-322National Property Ins$31,000pendingMar 28
INV-2024-318Evergreen Insurance$18,000overdueMar 4
INV-2024-323State Mutual$22,500draftApr 1
INV-2024-319HomeShield Insurance$12,500paidMar 12
INV-2024-320Liberty Insurance Co$15,800pendingMar 24

Claim & scope documents

Moisture maps, scope sheets, supplement requests, certificates of completion, and lien waivers are scattered across emails, cloud drives, and paper files.

Store all claim documentation—scope sheets, moisture maps, supplements, COCs, and lien waivers—per project in one organized system tied to each loss.

A

Acme Corp

Pro plan

Settings
AKAlex Kim

Documents

New
DocumentTypeStatusRecipientsDate
Service Agreement — Acme Corp
contractSigned2/2 signedMar 8
Q1 Growth Proposal
proposalSent0/3 signedMar 5
SaaS License Agreement
contractViewed1/2 signedMar 3
Consulting Engagement Letter
proposalSigned1/1 signedFeb 28
NDA — Global Systems
contractSent0/2 signedFeb 25
Website Redesign Proposal
proposalDraftFeb 22
Annual Retainer Contract
contractDraftFeb 20

Equipment & material expenses

Dehumidifiers, air movers, drying mats, and rebuild materials span multiple suppliers—reconciling costs per claim is tedious but critical for profitability.

Log equipment rental, materials, and sub costs per claim as they happen. See real job costs against what the carrier approved and catch shortfalls early.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
Expenses
6 expenses
+ New Expense
VendorCategoryAmountStatusDate
A
Adobe Inc
Software$646.92approvedMar 8
W
WeWork
Office$1,296.00approvedMar 5
D
Delta Airlines
Travel$487.50pendingMar 3
S
Staples
Supplies$134.78approvedMar 1
U
Uber
Transport$45.68rejectedFeb 28
A
AWS
Hosting$336.96approvedFeb 25

Claim follow-up automation

Supplement follow-ups, adjuster check-ins, and homeowner status updates need consistent cadence—manual follow-up across dozens of open claims drops the ball.

Automate supplement follow-ups, adjuster reminders, and homeowner status updates. Every claim gets consistent communication without manual effort.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
ActiveNew client onboarding
EditorRuns 70
Live
Publish
YesNo
Trigger
Deals

Record command

Trigger on a Company

Condition
Logic

Deal value > $10k?

Evaluate deal amount

Action
Email

Send welcome email

Send onboarding email

Action
Teams

Assign to sales team

Route to sales rep

100%
Run #7115Just now
Run #7015Just now
Run #69151 min ago
Run #68112 min ago
Run #67113 min ago
Run #66165 min ago
Run #65146 min ago
Run #64106 min ago

Overview

70
Completed
0
Failed
0
In progress
17 sec
Avg. runtime

Homeowner & adjuster portal

Homeowners and adjusters both want real-time visibility into mitigation progress, rebuild timelines, and billing—constant status calls drain your project managers.

Give homeowners and adjusters a self-service portal with live project status, photo documentation, drying progress, and invoice history.

A

Acme Corp

Pro plan

Settings
AKAlex Kim
A
Acme CorpClient Portal
JC

Welcome back, Julia

Here's an overview of your account.

Recent Invoices

View all

INV-2024-032

Mar 1

$4,800paid

INV-2024-031

Feb 15

$2,400pending

INV-2024-030

Feb 1

$6,200paid

Active Projects

View all

Website Redesign

18/25 tasks
72%

Mobile App MVP

9/20 tasks
45%

Brand Identity

27/30 tasks
90%

Support Tickets

New ticket

Login issue on mobile

high2h ago

Invoice PDF not downloading

medium1d ago

Feature request: dark mode

low3d ago

How it works

How restoration companies use Agiled

See how Agiled fits into your daily operations.

1

Receive the emergency call

A homeowner, insurer, or property manager reports damage. The lead enters your pipeline immediately.

2

Dispatch the crew

Assign the call to the nearest available team with equipment details and site info on their phone.

3

Document and begin mitigation

Photograph damage, start water extraction or board-up, and log initial findings in the system.

4

Create the scope and estimate

Build a detailed restoration estimate with demo, drying, cleaning, and rebuild line items. Submit to the insurer.

Done

Built for restoration companies

Everything you need to run a professional restoration business

From first notice of loss to final payment, Agiled keeps your restoration operation fast, documented, and profitable.

Claim pipeline

Track every claim from first notice through completion. Manage referral sources, carriers, and claim status in one view.

Emergency dispatch

Respond to water, fire, and storm emergencies fast. Dispatch mitigation crews with full job details.

Insurance billing

Bill carriers with detailed line items. Track supplements, depreciation, deductibles, and payment status.

Photo documentation

Capture damage photos, moisture readings, and progress shots. Build comprehensive claim documentation.

Drying logs

Track moisture readings and equipment placement daily. Document drying progress for adjuster review.

Rebuild management

Transition seamlessly from mitigation to rebuild. Coordinate subs and track completion through punch list.

Document management

Store scope sheets, moisture maps, supplements, and COCs per claim. Pull up any document instantly for adjuster review.

Expense tracking

Log equipment rental, materials, and sub costs per claim. Compare actual spend to approved amounts and catch shortfalls.

Homeowner portal

Give homeowners and adjusters real-time visibility into project progress, drying logs, and billing without status calls.

Testimonials

Trusted by restoration who value their time.

When a pipe bursts at 2 AM, we have a crew dispatched in minutes. Agiled keeps our emergency response organized when every second counts.
BT

Brian Townsend

Owner, Townsend Restoration

Insurance billing used to take days of back-and-forth. Now I generate invoices from the scope, attach photos, and submit in one flow.
MR

Maria Reyes

Claims Manager, RestorePro Services

Tracking equipment rental costs per job showed us which projects were profitable and which were eating our margins. That visibility changed everything.
KP

Kevin Pham

Operations Director, Apex Restoration Group

Integrations

Connects with tools you already use.

QuickBooksStripeGoogle CalendarGmailZapierXactimateOutlook+100 more

FAQ

Common questions about Agiled for Restoration

Yes. Track mitigation and rebuild as phases of the same project. Manage handoffs between mitigation and rebuild crews seamlessly.

Create detailed invoices for carriers with line items, supplements, and payment tracking. Follow up on outstanding payments automatically.

Yes. Log daily moisture readings and equipment placement on each project. Attach documentation for adjuster review.

Yes. The pipeline captures emergency calls any time. Dispatch crews instantly with full property and claim details.

Yes. Tag every claim by referral source—insurance agent, plumber, property manager—to see which channels drive the most revenue.

Absolutely. Agiled works for small mitigation crews and large full-service restoration companies. Start with what you need.

Ready to restore your business operations?

Agiled brings your claims, projects, and billing into one platform. Start free and respond faster to every loss.

No credit card requiredFree 14-day trialCancel anytime