What are the Best Restoration Management Software Options? A Guide to Building the Best Software Stack
Alexa Hertel
March 10, 2025
Article
5 min read
Restoration management software is the core operational system restoration companies use to organize jobs, communicate with customers, and reduce the mental load of daily administrative tasks. These platforms often function as all-in-one solutions, offering tools for CRM (customer relationship management), job scheduling and tracking, invoicing, and customer communication in one place.
Most companies use this software as the core hub of a broader tech stack, integrating it with other specialized tools. For instance:
- Accounting software (e.g., QuickBooks or Xero) handles finances and taxes.
- Scoping and sketching tools like DocuSketch capture accurate jobsite documentation and generate estimates.
This integrated setup creates a more efficient, repeatable system that saves time, improves accuracy, and keeps everyone aligned—from office staff to field techs.
Example Workflow: How Restoration Teams Use a Full Tech Stack
Here’s how a typical restoration company might use its software stack across a single job:
- A lead comes in through the CRM feature of the job management software.
- The job is scheduled and assigned to a technician using the built-in calendar and dispatch tools.
- Once on-site, the technician uses DocuSketch to document the damage, capture 360º photos, and create an estimate.
- Back at the office, the platform auto-generates an invoice, which syncs with the company’s accounting software to log payment status and track financials.
By integrating tools across this workflow, businesses avoid double-entry, reduce errors, and speed up the job-to-cash cycle—without sacrificing quality or compliance.
Common Management Software Categories in a Restoration Tech Stack
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 is a documentation, sketching, and 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.
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 & Job Management Software
Job management software helps businesses organize, track, and manage their jobs, projects, and tasks. CRM, or “customer relationship management” tools organize all leads and customer communications in one central place. Here are a couple of examples.
- Housecall Pro: Housecall Pro provides the essential tools you need––like call answering and job scheduling––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
Before diving into specific tools, it’s important to understand how these different software types work together to streamline your restoration projects and improve overall efficiency.
Scoping and Sketching Software
Next, you’ll need a tool that combines documentation, sketches, and estimates all in one place.
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
Key Takeaways and Next Steps
Most restoration businesses will need to combine multiple tools for an efficient, impactful restoration tech stack.
Combining CRM, job management, accounting, sketching, and estimating software is a great solution for many restoration businesses.
As you start the process of picking restoration management software, read real customer reviews and consult different sources for information.
For example, G2 provides software details, reviews, and pros and cons. Check out its list of the best property restoration software.
