Make every restoration job easier to document and review
Configure Eos around Jobs, site visits, field captures, readings, documentation requirements, exceptions, and evidence packages. Field information stays tied to the job, while AI prepares drafts for a person to review.
Keep the job connected from first visit to reviewed package
Open the Job
Track the property, loss type, claim reference, and restoration stage on the Eos Project record presented as a Job.
Record the visit
Capture visit type, timing, technician, area, and a concise field summary.
Capture field evidence
Associate photos, video, and voice with the Job, including offline capture identifiers and field context.
Record readings
Store moisture, temperature, relative-humidity, and other readings with area, material, equipment, and time.
Review exceptions
Surface missing, conflicting, incomplete, or unreviewed documentation for a manager to resolve.
Prepare the package
Draft a factual initial, progress, or completion package from the approved and reviewable job records.
Capture the record where the work happens
The Pack defines mobile experiences for photo, video, voice, and offline capture. Each item can retain job context, area, work phase, capture time, and technician attribution before it enters review.
Capture context
- Media type and storage path
- Captured time and captured-by identity
- Property area and work phase
- Offline client identifier
- AI review status and approved analysis
Prepare the review. Do not manufacture the conclusion.
The included actions can analyze field captures, review documentation completeness, and draft evidence-package summaries. Their prompts require factual drafts and human approval.
AI may help
- Summarize what a capture supports
- Classify area, work phase, and observations
- Identify missing context or unreviewed documentation
- Prepare a factual package draft from supplied records
AI does not decide
- Insurance coverage or responsibility
- Loss cause, liability, or code compliance
- Safety clearance or work completion
- Measurements or readings that were not recorded
A restoration operating model, expressed in Eos metadata
Records
- Site Visits
- Field Captures
- Documentation Requirements
- Field Readings
- Documentation Exceptions
- Evidence Packages
Experiences
- Jobs terminology and navigation
- Restoration dashboard
- Configured lists and record layouts
- Capture form and job actions
- Documentation and exception reports
Skills & Agents
- Get Job Documentation State
- List Captures Requiring Review
- Summarize Documentation Exceptions
- Documentation Coordinator draft Agent
- Evidence Package Assistant draft Agent
The Agents are installed as disabled drafts. They must be compiled, reviewed, and explicitly enabled before they can run.
Start with documentation instead of a forced CRM replacement
The Pack can begin as the job-documentation and AI-review layer while your existing CRM remains in place. Online integration depends on the interfaces available in that system and the connection configured for your organization.
Pilot around one real job
Use one representative restoration job to validate field capture, documentation requirements, manager review, and the evidence-package workflow before expanding the operating scope.
Review a pilot workflowSee the Pack against your documentation process
We will map the current job stages, required captures, readings, review rules, and deliverables to the installed Eos model.