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Job descriptions and scorecards for restoration owners and production leaders, from RocketLevel, backed by decades of experience in the trade. Starting points to adapt to your shop.
Twelve seats carry the field and production side of a restoration company. Four run it: technician, lead technician, project manager, production manager. The rest are the specialist and entry seats you split off as volume forces the issue: superintendent, crew member, demolition, contents, contents pack-out lead, cleaning, mold, and fire and smoke. For each one, the job description sets the responsibilities and the scorecard sets the few outcomes that define the seat done well. Hire and review people against the scorecard.
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Two things before you copy any of these.
First, put a number on every scorecard line. They are written without targets on purpose: a cycle time or a callback rate that is healthy in one shop is failing in another, and we will not hand you a number we cannot source. Set each one off your own trailing twelve months and review it against actuals at 90 days.
Second, only some seats below carry a Conditions this seat works under block. The other seats are still regulated. The blocks sit on the four seats where a technician's own hands routinely cross a regulated threshold: demolition, mold, fire and smoke, and anyone doing demo under direction. Every field seat still works under your written safety program, your hazard communication program, and the respiratory protection rules at 1910.134 when a respirator is in play.
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Seat you are filling, and the three numbers you will hold it to:
Answer:
Where each of those numbers sits today, from your own history:
Answer:
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Reports to: Lead Technician or Project Manager. Purpose: perform mitigation and restoration work in the field safely, correctly, and fully documented.
Key responsibilities: water extraction and structural drying setup, set and monitor drying equipment, demolition and debris removal, cleaning and sanitizing, moisture readings and photo documentation, PPE and safe work practices, professional conduct on customer property.
Scorecard (what good looks like): jobs documented to standard with no rework requests; drying equipment set and monitored correctly; daily readings and photos complete; zero safety incidents; positive customer interactions.
Reports to: Project Manager or Production Manager. Purpose: run the crew on a job, own the quality and pace of the field work, and be the on-site point person.
Key responsibilities: lead the crew on site, set and verify drying, ensure documentation is complete, communicate with the project manager (PM) and the customer, train and check junior techs, manage equipment on the job.
Scorecard: jobs run on schedule and to standard; documentation complete; equipment accounted for; junior techs developing; customer kept informed.
Reports to: Production Manager or Owner. Purpose: own the job from assignment to completion, the single point of accountability for timeline, budget, quality, and the customer relationship.
Key responsibilities: validate the scope and estimate, schedule crews and subs, manage customer and adjuster communication, track the job against budget and timeline, ensure documentation and billing readiness, close the job. On adjuster communication, the PM explains and documents the work your company performed and the scope it priced. Adjusting, negotiating, or settling the customer's claim on the customer's behalf is public adjusting, and whether and how it is licensed is state law, so look up yours. Texas bars a contractor from acting as a public adjuster on property it is contracting on, even with a license (Tex. Ins. Code 4102.163(a)). Florida makes acting as a public adjuster without a license a third-degree felony on any insurance claim, commercial included (Fla. Stat. 626.8738), and on residential and condominium unit owner policies it also bars a licensed contractor from public adjuster services unless it holds that license (Fla. Stat. 626.854(16), limited to those policies by 626.854(19)). Keep this seat on your side of that line.
Scorecard: jobs completed on time and on budget; target gross margin held; positive customer review; documentation and billing complete at closeout; no surprises to the owner.