The Purpose and Importance of Documentation

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We constantly hear about the importance of documentation, often required by clients and insurance companies. But why is it so important? What is the purpose of writing down so many things and taking so many pictures?

 Some reasons include:

  • Clarity on services being provided, the payments required, and who is paying the bill. This is accomplished through Contracts and Change Orders. Policyholders often assume the contract is between the contractor and the insurance carrier. It can be an interesting relationship, for sure, so understandings and expectations need to be clearly established.
  • Liability protection. Can you clearly demonstrate that the entire project was dry or decontaminated? What about in three years? What if none of the technicians who were on the job site are still with the company?
  • Getting paid. Many details are involved in invoicing a job. We are routinely challenged on, well, everything. What ares were affected? Why did we determine it to be a certain Category? Why did we need that amount of equipment and for that long? The more our documentation tells a story and validates our actions, the easier it is to get paid.
  • Re-establishes the value of the property. When a home or building is significantly impacted by water intrusion is being sold, there are legal requirements for disclosing the damage. This could diminish the property value and make it more difficult to sell. By providing clear and complete documentation, the ongoing value of the structure can be confirmed.

Documentation benefits everyone involved in the restoration process!

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