AI Assistants for Restoration Firms
Thirty-one sales assistants that watch for program openings, referral opportunities, and commercial accounts, then stage the next revenue action inside the CRM your team already uses. Eighteen run on your CRM alone. Thirteen more light up when you connect job management and crew systems.
Start this week: only your CRM required18 assistants · live in days with a HubSpot, Salesforce, or JobNimbus connection
New claims or vendor managerA new vendor manager reopens the panel
Network recruitment openingsIntake windows your credentials already meet
Commercial development watchNew facilities with no restoration partner named
Competitor disruptionBranch closures and license lapses open counties
Property portfolio changeNew PM portfolios reopen vendor lists
Program whitespace finderPrograms you qualify for but are not on
Procurement timing predictorKnow when the vendor review lands
Warm path mapperSomeone you know knows the buyer
Contact job-change monitorThe adjusters who moved; follow them
Event meeting plannerWork the conference before you arrive
Dormant referrer reactivationThe plumber who stopped calling
Executive meeting briefWalk in knowing the account
Pain hypothesis builderName their problem before they do
Meeting-to-CRM assistantThe meeting writes itself up
Mutual action plan builderA shared path to the appointment
RFP and panel-bid monitorNever miss a bid window
Requirements matrixEvery requirement in one owned grid
Red-team reviewerAttack your own bid before the evaluator does
Full power: connect your job and crew systems13 more assistants · capacity, referral history, and program performance from your own operations
Storm footprint activationEvent footprints over staged crews and equipment
Referral source fit scoringPartners scored by the losses they actually send
Coverage-to-capacity matchProve four-hour response before you promise it
Capacity-safe pipelineNever win work your crews cannot serve
Referral network miningClosed job files full of never-logged referrers
Coverage map generatorResponse times proven on a map
Proof-point matcherPast losses matched to program KPIs
Response assembly assistantFirst draft in hours, not weeks
Assignment-volume decline alertA program going quiet, caught early
Cross-service expansion finderMitigation clients who route rebuild elsewhere
Geographic expansion finderCounties you could serve from existing staging
Scorecard risk monitorProtect standing before a trend becomes removal
Executive business reviewThe quarterly review that renews the panel seat
Signal groundedEvery recommendation shows the evidence that triggered it.
CRM nativeWork lands in the revenue workflow your team already runs.
Human approvedNo outreach, proposal, or claim is sent without review.
Start with your CRM. Grow into your systems.
A 30-minute walkthrough on your own territory and targets, not a canned demo. Built by a team with two decades inside claims and field operations, including work for a large-scale claims operation.
Book a 30-Minute Walkthrough