What is Restoration Management Software? A Guide to Building the Best Software Stack

Restoration management software helps restoration businesses streamline operations, create better customer experiences, and provide accurate pricing and documentation for jobs. 

There are several different categories: job management, accounting, scoping and sketching, CRMs, and documentation. Combining a tool or two from each category is going to be the most effective approach. 

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.  

Let’s dive into the different types of restoration management tools and our recommendations for each. 

What is restoration management software and how does it work?

Restoration management software aids in documentation, scheduling, customer communication, and estimating. 

Key features you should expect from restoration management software include:

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

A single tool is often not enough for a growing restoration company.

Different software categories work together via integrations to create an efficient tech stack.

For example, you’ll likely want to combine a CRM, with an accounting platform, and DocuSketch to manage your project documentation. 

Categories of Software Available for Restoration Business Owners

There are many different types of software available to restoration businesses. 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.

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.

• QuickBooks  
• Xero 
• FreshBooks

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

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. 

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.