1. Call comes in
1.1. Prospect info intake
1.1.1. Referral Source
1.1.1.1. Google
1.1.1.2. Yelp!
1.1.1.3. Personal Referral, if yes provide name
1.1.1.4. Other, please specify
1.1.2. Home phone
1.1.3. Cell phone
1.1.4. E-mail address
1.1.5. Mold Category
1.1.5.1. Condition 1 (normal fungal ecology)
1.1.5.2. Condition 2 (settled spores from affected area)
1.1.5.3. Condition 3 (actual growth whether active or dormant)
1.1.6. Property Address
1.1.7. Insurance claim?
1.1.7.1. Yes
1.1.7.1.1. Insurance carrier name
1.1.7.1.2. Claim number (not mandatory)
1.1.7.1.3. Adjuster name and contact info (not mandatory)
1.1.7.2. No
1.1.7.3. Undecided
1.1.8. Year property built?
1.1.8.1. Before 1980
1.1.8.1.1. Schedule asbestos testing
1.1.9. Environmental Report Available
1.1.9.1. Yes
1.1.9.1.1. Obtain
1.1.9.2. No
1.1.9.2.1. Assess whether baseline testing is needed
2. Action steps
2.1. Assign a Project Manager and schedule an onsite assessment
2.1.1. Assess damage
2.1.1.1. Pictures
2.1.1.2. Site diagram
2.1.1.3. Moisture map
2.1.1.4. Remediation strategy / equipment needed
2.1.1.5. Needs contents remediation
2.1.1.5.1. Yes
2.1.1.5.2. No
2.1.2. Provide preliminary estimate
2.1.3. Get service agreement / Direction of Payment form signed
2.1.3.1. Schedule service crew
2.1.3.1.1. Work path protection
2.1.3.1.2. Contents manipulation
2.1.3.1.3. Remediation chamber
2.1.3.1.4. Demolition
2.1.3.1.5. Setup drying equipment
2.1.3.1.6. Monitor drying process
2.1.3.1.7. Detailed cleaning (sanding, HEPA vacuuming & sanitizing
2.1.3.1.8. Post-mitigation testing?
2.1.4. Schedule trash containment delivery
2.1.5. Contents Pack-out?
2.1.5.1. Yes
2.1.5.1.1. Schedule Sub
2.1.5.2. No
2.1.6. Assign Sparkle invoice number
2.1.7. Provide customer access to Project Portal
2.2. Collect mold remediation payment
2.3. Provide Restoration SOW to homeowner & insurance company
2.4. Customer signs restoration service agreement
2.4.1. Collect restoration deposit
2.5. Schedule Restoration Trades
2.5.1. Plumbing
2.5.2. Electrical
2.5.3. Insulation / drywall
2.5.4. Painting
2.5.5. Cabinetry
2.5.6. Countertop fabricator
2.5.7. Flooring
2.5.8. Finish carpentry
2.5.9. Appliance installation
2.5.10. Post-construction cleaning
2.5.11. Contents reset