General best practices for the opening statement may describe and summarize the loss, the source/cause of loss (when known), and convey any further information that is important and relevant to the submitted estimate. Perhaps mention the call time the claim was received if after hours are included in the estimate, the category of water (where applicable), discussions and approvals from the adjuster, the need for any site protection beyond what is typical, etc.. Suggest including the estimator name, cell number, and email address as part of the signature.
General best practices for the closing statement could include, disclaimers, upgrade information, etc.
As per your agreement, if unknown, a discussion with the adjuster might be best.
General best practices for photos are to include photos of the front facade, the cause or source of the loss, all affected areas, pre-existing damage, pre demo and post demo photos, photos of any significant site protection or containment. All photos should be labelled (with area they were taken)
I noticed the use of vinyl sheet goods in this area, and also the application of glue over a concrete substrate. As a note, the line item description for PLKGDC and PLKGDW mentions that it is intended for use on vinyl plank applications. Consider removing this line item, or add a good note to explain why additional adhesive may be needed. Or perhaps your vinyl sheet goods need to be changed to reflect vinyl plank.
Please review in following rooms/areas:
Main Level - Entry/Foyer |
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I've noticed that you are detaching and resetting a ventilation fan. If you are only detaching the cover, and not the entire unit, consider ELE BFCRS or HVC BVCRS
Please review in following rooms/areas:
Main Level - Main Bathroom |
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I found an item for replacing a door unit in the same room as replacing casings. If the casings are for the same doorway as the unit, please note that casings are included in the line item for a door unit. To see what type of casings are assumed, check the components. Where the casing needed are of better quality than that assumed, the assumed casings can appear as a credit in the estimate, and the casing that are required for this application could be added separately. Ignore this recommendation if the casings are for another door, window, etc.
Please review in following rooms/areas:
Main Level - Bedroom 1 |
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In this area, it looks like you are replacing drywall using a LF estimate item and also using the PATCHJ estimate item to tie into existing drywall. Please note that PATCHJ is considered included in the DRY LF series of line items. Please disregard this note if you are using this application of PATCHJ for drywall repairs other than a LF line item. When using PATCHJ, consider the most cost effective way to estimate drywall replacement - such as the removal of more drywall to lessen the use of PATCHJ.
Please review in following rooms/areas:
Main Level - Bedroom 2 |
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The charge for the soap dish is typically included in the line item for the surround. Confirm with the line item description, and remove if necessary.
Please review in following rooms/areas:
Main Level - Ensuite Bathroom |
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In painting the walls and ceiling, review and consider if there are two colors and PNT P2+ may apply. A difference in the sheen of the paint for the walls vs. ceiling may also require consideration.
Please review in following rooms/areas:
Main Level - Entry/Foyer |
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Installation of vinyl flooring includes some surface preparation. Should this floor require additional preparation (perhaps the existing subfloor was kept and is in poor condition), review and consider if adding FCV PREP or PREP+ is appropriate. Recommend adding a good note to explain, and perhaps accompany it with a photo. Note that this is not likely needed if the underlayment has been replaced.
Please review in following rooms/areas:
Main Level - Entry/Foyer |
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Scraping ceiling texture (especially painted texture) can damage the ceiling. A skim coat is often required before texturing to repair damages caused during the scraping. Consider if DRY TEX++ is appropriate for this job.
Please review in following rooms/areas:
Main Level - Main Bathroom |
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If you are replacing the flooring in the bathroom, detaching and resetting (or just resetting/installing) the toilet, will often be required.
Please review in following rooms/areas:
Main Level - Main Bathroom |
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Light bulbs may not be included in the material price for light fixtures. Review and consider if there is a need for compact fluorescent (LIT BLCFA), incandescent bulbs ( LIT BLI) for standard fixtures, Globes (LIT BLIGL) for multi-bar lights, or LED (LIT BLL) Note: Similar options are available in the HSW category
Please review in following rooms/areas:
Main Level - Bedroom 1 |
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This document may be best navigated using embedded links and industry resources outlined below:
ANSI/IICRC S500: 2021 Standard and Reference Guide for Professional Water Damage Restoration (Fifth Edition) Available at webstore.iicrc.org
Enlightened Restoration Solutions: Justesen, B., (2018) Training & info available from www.EnlightenedRestorationSolutions.com
The Restoration Industry Association (RIA) is the oldest and largest non-profit, professional trade association dedicated to providing leadership and promoting best practices through advocacy, standards & professional qualifications for the restoration industry.
For more info or to become a member, go to www.restorationindustry.org