Tap Intake Tool from the Dashboard Quick Log or Field Tools menu, or go directly to the URL. Fill it in while you're on the call — it takes about 2 minutes.

The form will walk you through everything. Key items:

• Customer name, address, and best callback number
• How they found us (Google, referral, insurance agent)
• What happened and when it happened
• Is the water source stopped? — if not, walk them through shutting off the main supply valve
• Is anyone displaced from the home?
• Insurance claim filed? Get carrier name, claim number, adjuster name and phone
• Any safety concerns — gas, electrical, structural damage?

The intake form auto-flags serious situations. If any of these appear — call Clayton before dispatch:

Tell the customer a specific time window — not "as soon as possible." Example: "We can be there between 2:00 and 3:00 PM." Never leave them without an ETA.

Tap Create Job → in the intake form. Then confirm the job record exists in Jobber with the address, customer name, and scope notes.

• Electrical — standing water near outlets, panel boxes, appliances? Do not enter until power confirmed off or safeSTOP
• Gas — any odor? Evacuate immediately, call 911 and gas companySTOP
• Structural — sagging ceilings, buckled floors, compromised walls?
• Slip hazards — wet floors? Place caution cones before entering

Say exactly: "Hi, I'm [Name] with Peach State Services and Restoration. I'm here to assess the damage and get the drying process started."

Ask the customer to walk you through what happened while you observe. Confirm which rooms are affected before you start documentation.

• Open Dashboard → Job Photos → select this job → category: Pre-Mitigation
• All four corners of every affected room
• The water source (or where it was)
• All affected materials — floors, baseboards, walls, cabinets, contents
• Any personal property in the loss area before moving it
• Any visible mold, staining, or pre-existing damage
• Take a short video walkthrough narrating what you see

Before extraction or demo — determine Category and Class. This controls your PPE, drying strategy, and billing.

Not sure if material needs demo? Tap Demo/Dry Decision in the Quick Log — answer the questions and it tells you exactly what to do.

Never skip extraction. The more water removed mechanically, the faster and less expensive the dry.

• Deploy EDIC extractor — connect 12" wand, route hose to exterior or large bucket
• Clear standing water first, then saturated materials
• Carpet: extract face → flip and extract backing → cushion → subfloor
• Hard floors: squeegee toward lowest point, extract with wand, check subfloor at seams
• 3–5 passes until no visible water from wand
• Log start/stop times and estimated gallons in Drying App

Open the Drying App → tap + New Job. Fill in:

• Client name and address
• Date of loss
• Water Category (1, 2, or 3)
• Water Class (1, 2, 3, or 4)
• Loss source (brief description)
• Equipment deployed — add each unit by room

These are your starting point. Every visit is measured against Day 0 — so these need to be thorough.

Walls: read at baseboard, 18", 36", 54" height — note which levels are elevated.

Floors: minimum 9 readings in a 3×3 grid per room, plus perimeter reads at every wall junction.

Ceilings: scan with FLIR for thermal anomalies. If warm spots found, probe with Protimeter to confirm.

Cabinets: toe kicks, bottom shelf, side panels near wet walls.

Log all readings in the Moisture Content Record tab of the Drying App. The app will color-code each reading green/amber/red against the dry standard automatically.

In the Daily Humidity Record tab — enter for every room:

• Temperature (°F)
• Relative Humidity (%)
• GPP (Grains Per Pound) — if your meter measures it

For every reading point — hold the Protimeter in frame so the reading is visible in the photo. Switch to the Job Photos section and upload under category Moisture Readings.

• Air movers at 45° angle, 2–4" from wall, all blowing in same rotational direction
• Dehumidifier in center of affected space — not in a corner, not within 3ft of an air mover
• Connect dehu drain hose to floor drain, toilet, or bucket
• HEPA scrubber running if any demo occurring
• Seal room — close doors and windows, containment up

Photograph equipment from all four corners of each room. Upload to Equipment Placement in Job Photos.

In the Drying App → tap the Export tab → select today's day number → tap Send to Zapier.

This automatically logs your readings to the master Google Sheet and posts a note to the Jobber job timeline. Do this at the end of every site visit.

Dashboard → Photos → select the job → choose a category from the dropdown → tap Tap to take photo or upload.

On mobile this opens your camera directly. You can also select multiple photos from your gallery. Photos are compressed automatically before saving — no need to resize anything.

For every material removed (drywall, carpet, cabinets, etc.) you need two photos:

Demo Pre — before removal, showing the wet material clearly

Demo Post — immediately after removal, showing the cavity or subfloor exposed

Dashboard → Tech → Job Close-Out tab has the monitoring checklist built in. Or work from this list:

• Check and record ambient conditions — temp, RH%, GPP — log in Drying App
• Re-read all moisture map points from Day 0 — compare to previous day
• Inspect dehu drain line — not clogged, bucket not overflowing
• Confirm all air movers still running and in original position
• Check containment — poly barriers still sealed, door zips closed
• Inspect demo areas for any new mold growth
• Take monitoring photos — equipment running, read points, any changes
• Update Jobber job notes — readings improving/plateaued/at dry standard
• Text or speak to homeowner with a quick update

Open Drying App → find the job → Daily Humidity Record tab → add a new day's readings. Enter temp, RH, GPP for each room.

Switch to Moisture Content Record → log all pin meter readings at the same points as Day 0. The app will show you if you're progressing or plateauing.

If moisture content is not meaningfully lower than Day 0 after 72 hours, the drying system is not working as needed. This requires a call to Clayton and likely a call to the adjuster. Document everything in Jobber.

Do not wait for the customer to notice. Call Clayton proactively.

Drying App → Export tab → select today's day number → tap Send to Zapier. This logs everything to the master sheet and Jobber automatically.

• Complete final moisture map — re-read all Day 0 points, log in Drying App
• Final photos — full room-by-room set at same angles as Day 0. Category: Final
• Ambient conditions — confirm RH ≤ 50% in all affected rooms

Walk every affected area with the homeowner. Explain in plain language:

— What was dried and is now at dry standard

— What materials were removed and why

— What still needs rebuild (and that PSS can connect them with a contractor)

• Zeus 900 air movers — count all units collected (max 6)
• AlorAir Storm LGR dehumidifier — drain hose coiled and dry
• CleanShield HEPA scrubber — note filter condition
• EDIC extractor — tank empty, filter clean
• All extension cords, hoses, and accessories
• Containment — all poly, ZipDoor, and tape removed
• Area clean — no debris, no residue, no damage to unaffected surfaces

• Mark job Complete in Jobber — add dry standard date and equipment pull date
• Attach final moisture log PDF from Drying App export to the Jobber job
• Confirm review request text was sent to customer via Jobber
• Notify Clayton — job is closed and ready for invoicing