Restoration job management with real-time tracking and compliance documentation
About DASH by Cotality
DASH, built by Cotality (formerly Next Gear Solutions), is the restoration industry's dominant job management platform. It centralizes every detail of a restoration project — from first notice of loss through final invoice — into a single record. Job assignments, task sequencing, moisture readings, drying logs, compliance documentation, and insurance carrier communication all live inside DASH. The platform integrates with ProAssist for after-hours dispatch, MICA for carrier communication, DryTrack for psychrometric data, and LuxorCRM for customer relationship tracking. DASH holds SOC 2 Type II certification, which matters when contractors handle insurance claims involving personally identifiable information and protected health data from [biohazard](/industries/biohazard-cleanup) scenes. For restoration contractors running 15–60 concurrent jobs, DASH solves the project visibility problem. What it does not solve is the operational throughput problem. Task sequencing still requires manual oversight. OSHA and EPA documentation gaps go undetected until a compliance audit. Insurance adjusters wait days for supplement packages. Customer follow-up after job completion is nonexistent. Your IRONBACK specialist fills every operational gap between what DASH tracks and what your business needs executed.
DASH manages the full lifecycle of restoration projects: job creation from first notice of loss, task assignment and sequencing, real-time project tracking, document storage, and insurance carrier communication. Its integration suite connects psychrometric data, carrier portals, and CRM functions into a unified project record.
How an IRONBACK Specialist Works With DASH
Call Handling
The specialist configures AI voice agents to handle after-hours emergency intake — water losses, sewage backups, biohazard calls at 3 AM. The agent captures property details, loss type, insurance carrier, and policy number, then creates a job record in DASH with the correct project type and priority level. Emergency calls route to on-call project managers with the full intake record already attached. No voicemail. No lost details. No 6-hour delay between the call and the first truck.
Documentation & Compliance
Your IRONBACK specialist monitors every active job in DASH for documentation gaps. OSHA 1910.1030 bloodborne pathogen exposure records, EPA RRP lead notification forms, state biohazard transport manifests — each has a specific filing requirement and deadline. When a project manager marks a biohazard phase complete but the transport manifest is unsigned, the specialist flags it within the hour. Pre-job safety briefings that were never uploaded, missing moisture reading logs for drying protocols, incomplete photo documentation of affected areas — all caught before the file reaches the insurance adjuster or a compliance auditor.
Scheduling & Dispatch
Your specialist builds automated task sequencing rules inside your DASH workflow. When a water mitigation job moves from extraction to drying, the next crew assignment and equipment deployment trigger without a dispatcher manually checking the board. Crew availability, certification requirements for biohazard work, and equipment location data feed into scheduling decisions. Jobs where drying timelines are extending beyond S500 standards get flagged with crew redeployment recommendations before the project goes over budget.
Follow-Up & Retention
Post-completion follow-up sequences trigger from job closure in DASH. Property managers receive a 48-hour satisfaction check, a 30-day air quality confirmation, and a 90-day structural review reminder. Insurance adjusters get automated supplement status updates instead of waiting for phone calls they never receive. Preferred vendor relationships with TPAs and carriers require consistent communication — your IRONBACK specialist makes sure no touchpoint gets missed.
Reporting & Intelligence
Your specialist generates operational intelligence from DASH data that the platform itself does not surface. Average cycle time by loss type, crew utilization rates, supplement approval timelines by carrier, revenue per project manager, and documentation completion scores all feed into weekly briefings. When cycle times start creeping up for a specific loss category or a particular carrier's supplement approvals slow by 40%, the specialist flags it before the pattern costs you three more projects.
What DASH Doesn't Solve
DASH by Cotality is good at what it does. Here is what it does not do — and what that costs you.
After-hours emergency calls go to an answering service or voicemail. Property managers calling about active water losses at midnight get a callback at 7 AM — if the message is legible.
Your IRONBACK specialist deploys AI voice agents that capture full loss details, create the DASH job record in real time, and route emergency dispatches to on-call project managers with carrier information, property access details, and loss category already documented.
OSHA, EPA, and state biohazard compliance documentation is tracked manually. A missed bloodborne pathogen exposure log or unsigned transport manifest surfaces during an audit, not during the job.
The specialist runs continuous compliance monitoring across every active DASH project. Documentation checklists are enforced by job type — biohazard, mold, lead, asbestos — with automatic alerts when required forms are missing or unsigned. Compliance gaps are caught within hours, not months.
Insurance supplement packages take days to assemble. Adjusters wait. Cycle times extend. Cash flow stalls.
Your IRONBACK specialist monitors supplement requests in DASH and assembles documentation packages — moisture logs, drying records, scope change photos, and line-item justifications — within 24 hours of the request. Adjusters receive a complete, organized file instead of a drip feed of individual documents.
No post-job follow-up program exists. The job closes in DASH and the customer never hears from you again until their next water loss.
Your specialist builds automated follow-up sequences from DASH job completion data. Satisfaction checks, air quality reminders, annual property assessments, and referral requests fire on schedule. Restoration contractors who implement structured follow-up see 20–30% higher repeat rates from commercial property managers [Industry estimate].
Real-World Example
A 38-person restoration contractor in the Midwest handling 45–55 concurrent jobs across water, fire, mold, and biohazard categories. Two project coordinators manage documentation and insurance communication. One dispatcher handles crew scheduling. After-hours calls route to a third-party answering service.
Project coordinators spend 14 hours per week assembling supplement packages for insurance adjusters — pulling photos, moisture logs, and scope documents from DASH and formatting them into carrier-specific templates. At a $30/hour burdened office rate, that is $1,680/month in supplement assembly labor alone. The answering service costs $850/month and loses an average of 3 detail fields per intake — policy numbers, loss dates, and access instructions are regularly missing or wrong. Compliance documentation gaps are found during quarterly internal audits; the last audit flagged 11 jobs with missing OSHA exposure records. The dispatcher spends 6 hours per week manually sequencing task assignments across active jobs at $32/hour burdened — $768/month.
AI voice agents tied directly to DASH job creation replace the answering service. Every intake captures complete loss details and creates a project record with the correct job type, carrier, and priority. Supplement packages assemble automatically from DASH project data within 24 hours of adjuster request. Compliance monitoring runs continuously — missing OSHA records, unsigned transport manifests, and incomplete photo documentation trigger same-day alerts. Task sequencing automation reduces dispatcher manual intervention by 70%.
Frequently Asked Questions
No. DASH is your project management system — it tracks jobs, stores documents, and manages carrier communication. Your IRONBACK specialist handles the work the platform was not built to do: after-hours call intake, compliance enforcement, automated supplement assembly, and operational reporting.
The voice agent is configured to capture loss type, property details, insurance carrier, policy number, and access instructions. That data creates a new job record in DASH via API with the correct project type and priority. The on-call project manager sees a complete intake record, not a handwritten answering service message.
ProAssist handles the phone call. Your IRONBACK specialist handles what happens after. The intake data flows into DASH, triggers the correct task sequence, notifies the on-call PM with full context, and logs the compliance documentation requirements for that job type. ProAssist captures the call. The specialist runs the operation.
The specialist enforces documentation requirements for OSHA 1910.1030 (bloodborne pathogens), EPA 40 CFR Part 745 (lead renovation), IICRC S500/S520 (water and mold), state biohazard transport regulations, and carrier-specific documentation standards for program work. Checklists are configured per job type during the build phase.
The [$7,500 AI Operations Assessment](/audit) maps your DASH workflows and documentation gaps in the first two weeks. AI voice agents and compliance monitoring go live during weeks three and four of the build phase. Supplement automation and reporting dashboards follow by week six. Full operational coverage is typically reached within 60 days.
Our $7,500 AI Operations Assessment maps every manual process between DASH and your back office. In two weeks, your specialist identifies the compliance gaps, supplement delays, and scheduling bottlenecks costing you money — then builds the system to close them. Guaranteed $50K in operational value or you pay nothing.
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