RestoreScout · Founding Setup

Let's build your intake agent

A few questions so we can tune Scout to your company — your brand, your voice, your process. Takes about 10 minutes. When you're done, hit the Email to Brian button at the bottom — it sends straight to us. (Copy or Download work too.)

01

Your company

How Scout refers to you, and where you work.

02

Your branding

Scout's intake page and reports wear your colors, not ours.

Preview — your intake header
Your Company Report a Loss
03

Scout's voice & greeting

Pick the voice your homeowners will hear. For people who just had a loss, calm and warm tends to land best — those are marked Recommended.

04

Where your leads go

The moment an intake finishes, this is who gets the Flash Report.

05

Intake questions

Here's everything Scout can ask. The core set stays on — the intake can't dispatch without it. Toggle the rest to fit how you work, and add your own at the bottom.

Always included
Are you somewhere safe right now?Core
Name (first & last)Core
Property addressCore
Callback phone numberCore
Email addressCore
Type of damage (water / fire / mold)Core
When it happened & what caused itCore
Is the source still active? Immediate safety concerns?Core
Guided photo & camera walkthrough of the damageCore
Optional — toggle to taste
Have you contacted your insurance company yet?
Insurance carrier name
Claim number (if they have one)
Has the damage spread to other rooms?
Crawl space, basement, or room below?
Access issues — gate code, dog, etc.?
Anything else the technician should know?
Best time to come out & urgency level
06

Anything else

Preferences, must-avoids, quirks of your market — anything that'll help us tune it.

Copied — paste it into an email back to us.

Attach your logo file to the email if you uploaded one above. Questions? Just reply and we'll help.