Portfolio visibility
Keep projects, owners, due dates, risks, and next actions visible in one place.
Preparing the latest view.
Loading content
Project planning workspace
Restoration Ops gives your team one place to import Xactimate reports, structure work into phases and tasks, review labor and budget assumptions, and prepare draft work orders for field execution.
It is built for teams that need a cleaner office-to-field handoff, more confidence in scope decisions, and a planning layer that stays useful after the estimate is imported.
Clear project visibility across active work
Structured scope review and planning
Draft work orders and budget alignment
Clearer handoff
Keep intake, review, and execution planning tied together so teams are not recreating project context from scratch.
Planning-ready output
Turn imported estimate details into reviewed phases, budget assumptions, and draft work orders the field team can act on.
Functions
The workflow focuses on project visibility, scope review, and execution planning without adding unnecessary process overhead.
Keep projects, owners, due dates, risks, and next actions visible in one place.
Bring estimate information into a structured workflow with projects, phases, tasks, and materials ready to review.
Review scope, labor assumptions, and budgets before the team moves into execution.
Convert reviewed scope into draft work orders, production assumptions, estimated hours, and a budget summary the field team can use.
How to use
Move from project intake to reviewed scope and draft execution planning in a straightforward sequence.
Step 01
Start with your current project information so the team has a shared operational view.
Step 02
Upload estimate content and organize it into the phases, tasks, and materials your team needs.
Step 03
Adjust scope, crew assumptions, hours, and budgets before work is handed off.
Step 04
Use the reviewed inputs to generate draft work orders and clearer execution plans.
Step 05
Return to the workspace as projects evolve so teams stay aligned on the latest plan.