Restoration Management Software: Types, Tools, and What to Look For

Alexa Hertel

March 10, 2025

Article

5 min read

Restoration management software is the backbone of a modern restoration business. From scheduling and customer communication to documentation, sketching, and invoicing, these tools streamline day-to-day operations and improve accuracy across the entire project lifecycle.

But rather than relying on a single platform, most restoration companies build a software stack: a combination of specialized tools that work together to manage jobs, estimate costs, track progress, and handle finances.

In this guide, we’ll walk through the core types of restoration management software, what each one does, and how they fit together to support your business. Whether you're just starting to digitize your workflows or looking to upgrade your current setup, this overview will help you understand what’s available and what to look for.

First let's start with the different categories of software you can look at for building your tech stack, then we'll dive into your options.

Common Software Categories in Running a Restoration Business

To build a well-rounded system, restoration companies often combine tools across the following categories:

Job management
Accounting
Scoping and sketching
CRM
Documentation

Key features to look for across your stack include:

Scheduling and dispatch
CRM and customer communication
Project tracking and job documentation
Compliance and reporting
Billing and invoicing
Integration with other key tools

Combining a tool or two from each category is going to be the most effective approach to create a comprehensive management tool stack for your business.

For example, DocuSketch is a key component of a restoration management software tech stack. DocuSketch let's you efficiently complete tasks like documentation, sketching, and also acts as a restoration estimating platform. However, you’ll also need to combine it with job management, customer relationship management, and accounting tools to get everything you need to effectively run a restoration business - such as scheduling jobs and overseeing operations.

Top Tools in the Restoration Management Software Space

There are many different types of software tools available for restoration management. Below, we’ll cover the main types and provide recommendations for each one.

Note 📌Many of these software options have overlapping feature sets. Go through each combination of features offered, their pricing, and integrations offered to pick the best option for your business.

CRM, Scheduling & Job Management Software

These softwares act as central operational hubs across the job delivery workflow - from getting a lead, to scheduling a job, to invoicing, to getting paid. They also act as a CRM, or “customer relationship management”, which is a tool that helps you organize all of your leads and customer communications in one central place.

If you're researching "restoration management software", these are the kind of tools that you probably have in mind. Here are a few of the leading options to consider:

Housecall Pro: Housecall Pro provides the essential tools you need, like call answering and job scheduling. It helps you to grow revenue, manage jobs, get paid, and run your business.
JobNimbus: JobNimbus is built specifically to support roofing contractors, gutter installation, fence contractors, and siding contractors.
Jobber: Jobber is an all-in-one job management tool that helps with tasks like scheduling, team and job management, and invoicing.
DASH: DASH is job management software specifically built for the restoration industry.
Proven Jobs: Proven Jobs is a job management software and mobile app designed for restoration contractors.

Creating Your Restoration Tech Stack: Tools to Integrate with Your Management Software

Whatever management software you choose, a business owner serious about growing and scaling their restoration business will need to go further than just those tools. Building the right tech stack is like a cheat code for running efficient and profitable operations.

Documentation, Scoping & Sketching Software

The "management software" tools mentioned above will help you run operations more efficiently - but they won't do much to actually speed up job delivery itself. That's where a solution like DocuSketch comes in.

DocuSketch creates 360º documentation that delivers 99% accuracy; even in extreme and low-light situations about 7x faster than manual methods.

DocuSketch allows pros to:

Create immersive tours in under 20 seconds per room.
Get a clear, 360º representation of progress on any loss.
Add text, photo, voice, or video comments to documentation.
Share documentation easily with their team, adjusters, TPAs, and policyholders for faster approvals.

Without DocuSketch, in the case of a house fire, for example, adjusters would need to spend an entire day documenting the damage on site.

“They spend hours clearing out debris before measuring and taking thousands of photos, stitching them together later for the claims process in a time-consuming project. Not only is this dangerous, difficult work on site, it can lead to inconsistencies and an incomplete scope later,” says Kimberly Burdi-Dumas, Head of Insuritech.

Accounting Software

Accounting Software can help your businesses manage finances by tracking income, expenses, invoices, and taxes. All of the examples below will work well for small businesses. All of them generally allow you to manage your books, run payroll, collaborate with your accountant, and pay bills.

Learn more 📚The Best Accounting Software for Small Businesses in 2025

Choosing the Right Software for Your Business

Below, use this basic decision making framework to help you choose software based on five factors: business size and growth stage, budget and cost, integration needs, ease of use, and training requirements.

Business size and growth stage

Considering the number of employees you have, jobs you take on per week, and overall organizational need will help you narrow down choosing more streamlined or robust tools. You can also consider your growth stage.

For example, a smaller business graduating from tracking jobs in an Excel sheet might choose a different job management software than a team that’s looking to lower costs or expand seats.

Budget and cost considerations

Before you start looking at software, establish some budget parameters for each type of software you plan to purchase. This will help you narrow down the options that are realistic and fall closest to those budget requirements.

Integration needs

Certain software offer robust integrations; others don’t. Before committing, consider your integration needs. Are there any deal breakers for you when it comes to integrating a job management tool with sketching software, for example?

Ease of use and training requirements

Each piece of software will have its own learning curve. Some, like DocuSketch, are easy to get up-and-running with on the same day. Others take longer to learn, and will require deeper training to get the entire team on board.

Resource 📚Secrets to Successful Software Adoption for Restoration Companies