Free CRM for water damage restoration companies

Answer the 2 a.m. flood call and keep the job through the claim

Restoration jobs start as emergencies and end as insurance paperwork. Puffly keeps the caller, the adjuster and the rebuild in one place.

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Where water damage restoration company leads come from

  • Emergency searches

    A burst pipe or a soaked ceiling sends someone to search at any hour. They call the first company that sounds ready to come out.

  • Plumbers and roofers

    The tradesperson who stops the leak is often the one who says who to call for drying. Keep those trades close.

  • Adjusters and carrier programs

    Insurance adjusters and agents recommend mitigation companies, and some carriers keep preferred vendor lists.

  • Property managers

    A manager with a leak in unit 4B needs a company that answers fast and sends clean paperwork.

What slow follow up costs a water damage restoration company

In a water loss, every hour of standing moisture makes the job bigger, so the customer picks whoever answers first. After the emergency, the quiet part is the danger. A homeowner waiting on an adjuster can drift to another contractor for the rebuild if nobody keeps in touch.

A pipeline that fits a water damage restoration company

Puffly’s pipeline is yours to name. Here is one way a water damage restoration company could lay it out.

  1. Emergency call inSource of the water, what is affected and whether it has been shut off.
  2. Drying startedEquipment is set and the daily moisture check schedule begins.
  3. Scope with the adjusterDocumentation goes to the carrier, and this is where deals stall.
  4. Equipment pickupConfirm the structure is dry and schedule the pull.
  5. Rebuild or closeoutQuote the repairs, or close the job and ask for a review.

Follow up moments worth a reminder

  • The adjuster has not approved the scope after three days

    Set a task to call the adjuster, and draft a short note to the homeowner so they know you are on it.

  • Drying equipment has been on site for four days and the customer is anxious

    "Hi [name], the readings are coming down. I'll check again tomorrow and let you know when we can pull the equipment."

  • Mitigation is finished and the homeowner has not asked about rebuilding

    "Hi [name], the drying is done. When you're ready, I can send a quote to repair the drywall and flooring so you don't have to find someone else."

Puff, your AI teammate, can draft these messages and line up who to call next. Outreach waits for your approval unless you choose otherwise.

The shape of the year

Winter freezes bring burst pipes, spring rain brings flooded basements, and summer storms and overworked air conditioners bring their own leaks. Between big events, keep in touch with plumbers, agents and property managers so you are the name they give out on the next call.

Questions from water damage restoration companies

Can Puffly answer the phone in the middle of the night?

Missed-call text back is an opt-in automation that texts the caller when you cannot pick up. Puff Voice, a paid add-on, is an AI receptionist that can answer for you.

Does it handle insurance claims?

No. Puffly is not a claims system. Use notes, tasks and a stage like Scope with the adjuster to track who you are waiting on and when to follow up.

Is it appropriate to text someone in the middle of a disaster?

Keep it short and human. Puff drafts the message, you read it and change it if it does not sound right, and nothing is sent until you approve it.

Start with the free CRM.

Leads, contacts, deals, tasks and your own branded lead form cost nothing. No card to start. Bring your leads in from a Google Sheet or add them by hand.

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