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Workflow Template

Restoration completion / drying verification Workflow

Captures final moisture/humidity verification for a restoration job, loops re-checks every two days until the property is confirmed dry, then captures equipment removal and final readings, notifies the customer, and triggers the office to prepare a reinstatement quote.

Restoration jobs often stall because drying verification depends on manual re-checks every couple of days, and nobody tracks how many cycles have happened or when the customer was last updated. This workflow captures the initial moisture and humidity readings, loops a two-day re-check cycle with the technician until the property is confirmed dry, then records equipment removal and final readings before notifying the customer and handing the job to the office for a reinstatement quote. Technicians run the re-checks and final inspection, while the office picks up quote preparation once drying is verified.

Business Outcomes

  • Fewer missed or delayed moisture re-checks during the drying period
  • Clearer visibility into how many drying cycles a job has gone through
  • Faster customer updates when drying is complete or needs more time
  • Smoother handoff to the office for reinstatement quoting
  • A full timeline of readings, photos and status changes on each job record

Workflow Steps

Steps

  1. 1
    Create Restoration Job Recordcreate record

    Registers the submitted verification as a restoration job record.

  2. 2
    Set Status: Verifyingupdate record

    Sets the restoration status to Verifying on the record.

  3. 3
    Route on Initial Verification Result

    Branches based on whether the property is dry or drying continues.

    verification_result: "Dry - meets the target"→Technician: Remove Equipment & Confirm Repair Readiness
    verification_result: "Not dry"→Set Status: Drying Continues
    Default→Set Status: Drying Continues
  4. 4
    Set Status: Drying Continuesupdate record

    Updates the restoration status to Drying Continues.

  5. 5
    Email Customer: Drying Continuessend email

    Notifies the customer that drying needs a little longer.

  6. 6
    Wait 2 Days Before Re-check

    Pauses for two days before the technician re-checks moisture levels.

  7. 7
    Technician: Re-check Moisture Readingscreate task

    Assigns the technician a task to record new moisture readings and the re-check result.

  8. 8
    Save Re-check Result to Recordupdate record

    Persists the new moisture readings and result to the job record.

  9. 9
    Route on Re-check Result

    Branches to equipment removal if dry, otherwise loops back to wait again.

    recheck_result: "Dry - meets the target"→Technician: Remove Equipment & Confirm Repair Readiness
    recheck_result: "Not dry"→Loop Back to 2-Day Wait
    Default→Loop Back to 2-Day Wait
  10. 10
    Loop Back to 2-Day Waitrestart from step

    Restarts the workflow from the two-day wait step for another re-check cycle.

  11. 11
    Technician: Remove Equipment & Confirm Repair Readinesscreate task

    Assigns the technician a task to record equipment removed, final photos, and areas ready for repair.

  12. 12
    Save Final Details to Recordupdate record

    Persists equipment removal, final photos, and repair-ready areas to the job record.

  13. 13
    Set Status: Dry - Verifiedupdate record

    Updates the restoration status to Dry - Verified.

  14. 14
    Email Customer: Drying Completesend email

    Notifies the customer that drying is complete, with final readings and areas ready for repair.

  15. 15
    Office: Prepare Reinstatement Quotecreate task

    Creates a fire-and-forget task for the office to prepare the reinstatement quote.

Fields

  • Technician Name*
  • Customer Name*
  • Customer Email*
  • Site Address*
  • Job Reference*
  • Dry Reference Readings (Unaffected Areas)*
  • +10 more fields

Forms

Drying Verification

10 fields

Data Views

Restoration Jobs

customer_name, site_address, job_reference, verification_result +1 more

Dashboard Widgets

Jobs by Restoration Status

Recommended integrations

Setup the following integrations to extend workflow capability.

  • Send email in the workflow

    AWS SES logoAWS SES
restoration completion / drying verificationcleaning and restorationtradetrades

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FAQs

How do I set up this workflow for our restoration jobs?

Publish the template in your workspace and it's ready to run straight away, no installation needed. The request form for initial verification is already built, so technicians can start submitting readings and photos as soon as it's live.

How does the two-day re-check loop actually work?

If the initial result is 'Not dry', the status updates to Drying Continues and the customer gets an email. After a two-day wait, the technician is assigned a task to enter new moisture readings and a result, and the workflow waits for that task before moving on. If the re-check still isn't dry, it loops back to another two-day wait; if it's dry, the job moves to equipment removal.

What happens if the technician marks the property dry on the first check?

The workflow routes straight past the drying-continues loop to the equipment removal step. The technician is then assigned a task to record equipment removed, final photos, and areas ready for repair before the job is marked Dry - Verified.

Who is responsible for each step in this process?

Technicians handle the re-check tasks and the final equipment removal and readings task, both of which the workflow waits for before continuing. The office picks up a separate task to prepare the reinstatement quote once the job is verified dry, and that task doesn't hold up the rest of the process.

Can I change how many days the workflow waits between re-checks?

Yes, describe the change in plain English or edit the wait step directly in the workflow editor. Earlier versions of the workflow are kept, so you can review what changed.

What does the customer see and do during this process?

Customers don't need an account. They receive email notifications when drying continues and when drying is complete, with final readings and areas ready for repair included in the final message.

What information ends up on the job record versus staying on a task?

Readings and results the workflow waits for, like the re-check moisture readings and the final equipment removal details, are saved directly to the job record. The office's quote preparation notes stay attached to that task in the record's task list since the workflow doesn't wait for it.

How do I track where a job is in the drying process?

Each job is a record with a reference number, a status such as Verifying, Drying Continues, or Dry - Verified, and a timeline showing every reading, task, and status change. Table views and dashboards let you see all jobs grouped by current status.

Does this workflow handle billing or the reinstatement quote itself?

The workflow triggers a task for the office to prepare the reinstatement quote once drying is verified, capturing quote preparation notes on that task. If you want to collect payment as part of the process, a payment step using a connected Stripe account can be added to the workflow.

What should we confirm before relying on this for compliance records?

The workflow records statuses, the readings and results technicians enter, and a full timeline of activity on each job. Each business should confirm its own record-keeping and compliance obligations for restoration and drying documentation.

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Restoration completion / drying verification Workflow | assess.one