Schedule a tour
Lever360

/

Field Notes

/

Training & Certification

Training & Certification

Procedures and Processes for Proper Drying

While no two water losses are identical, successful drying projects follow consistent core procedures. From the initial phone call through inspection, documentation, extraction, equipment deployment, monitoring, and final verification, structured processes improve results and profitability. Restorative drying remains a blend of art and science, but focusing on foundational fundamentals enhances efficiency, communication, and payment timelines—ultimately making better dryers across the industry.

Procedures and Processes for Proper Drying

One of the most common questions asked in restoration classes is:

“Is there a flowchart or checklist for doing a job correctly—from the first phone call to getting paid on time?”

Even an experienced adjuster, Clark—whom I had the pleasure of teaching alongside in the IICRC CDS class—asked the same question.

The honest answer?

No two water losses are the same. Jobs are simply too diverse.

But while every project is unique, there are fundamentals that apply to nearly every successful drying project. The goal isn’t rigid standardization—it’s consistency built on sound process.

Restorative drying may still be more art than science, but structure improves outcomes.

A Practical Framework for Proper Drying

https://www.dalworthrestoration.com/images/water-damage/dalworth-restoration-service-for-water-damage.jpg
https://www.dalworthrestoration.com/images/water-extraction-service-1.jpg
https://www.sylvane.com/cdn/shop/collections/dri-eaz-velo-f504-air-mover-lifestyle-2_1030bdb2-5fe8-4257-8dc1-da1ff6c7b19e.jpg?v=1754056808&width=460

4

Below is a foundational process you can refine, adapt, and make your own.

1️⃣ The First Phone Call: Set the Tone

Professional drying begins before arrival.

Key considerations:

  • Gather essential information (source, duration, affected areas)
  • Provide clear expectations
  • Explain next steps
  • Prepare the proper equipment

The first interaction establishes confidence and credibility.

2️⃣ Inspection & Assessment

Upon arrival:

  • Identify and stop the water source
  • Determine water category and class
  • Inspect affected materials
  • Evaluate safety concerns
  • Assess building construction type

Accurate assessment drives proper equipment selection and drying strategy.

Poor assessment leads to over-drying, under-drying, or unnecessary demolition.

3️⃣ Documentation from the Start

Consistent documentation is essential:

  • Photos before work begins
  • Moisture readings (multiple points)
  • Psychrometric data
  • Sketches or diagrams
  • Customer authorization

Documentation protects:

  • The contractor
  • The property owner
  • The insurance carrier

It also supports timely payment.

4️⃣ Water Removal & Stabilization

Extraction is often the most critical step.

The more water removed during extraction:

  • The shorter the drying time
  • The fewer air movers required
  • The lower the overall cost

Thorough extraction improves efficiency and reduces disruption.

5️⃣ Equipment Selection & Placement

Equipment should be selected based on:

  • Structure size and layout
  • Material type
  • Class of water loss
  • Environmental conditions

This aligns with the principle of “Whatever the Project Requires”—not simply what is available.

Proper airflow, dehumidification, and temperature control must work together.

6️⃣ Daily Monitoring & Adjustment

Drying is dynamic.

Daily visits should include:

  • Updated moisture readings
  • Psychrometric evaluation
  • Equipment performance checks
  • Adjustments to placement
  • Documentation updates

Drying conditions change. Your strategy should too.

7️⃣ Verification of Dry Standard

Before equipment removal:

  • Confirm materials have reached acceptable dry standards
  • Compare readings to unaffected areas
  • Document final conditions

Verification prevents callbacks and disputes.

8️⃣ Communication Throughout the Project

Clear communication must occur with:

  • Property owners
  • Tenants (if commercial)
  • Insurance adjusters
  • Internal team members

Proactive updates reduce confusion and increase trust.

9️⃣ Invoicing & Getting Paid on Time

Payment delays are often linked to:

  • Incomplete documentation
  • Unclear scope changes
  • Poor communication

Organized files, detailed reports, and proper justification for equipment and labor improve accounts receivable performance.

Proper process protects profitability.

The Bigger Picture

While no checklist can account for every variable, focusing on core fundamentals ensures consistency:

  • Assessment
  • Documentation
  • Strategic equipment deployment
  • Monitoring
  • Communication
  • Verification

Experience and continuing education refine field decisions. Over time, intuition improves. But intuition without process leads to inconsistency.

The goal is simple:

Make us all better dryers.

Final Thoughts

Restorative drying balances science, experience, and adaptability. There is no universal flowchart that fits every project—but there are reliable principles that guide successful outcomes.

Take these fundamentals. Add your own refinements. Build your system.

And keep improving.

Click here to read Chuck’s entire article: https://www.randrmagonline.com/articles/83650-procedures-and-processes-for-proper-drying

About the author

Chuck Boutall

Educational Coordinator

The Lever360 Platform

Three levers. Pull all three and the whole company moves.

Lever360 is three products built around the same restoration job. Software runs the operation. Learning Lever trains the team. RTI certifies the trade. Use one. Use all three — they compound.

Software is one lever

You're running the company here. The other two make it compound.

Software runs the operation — every job, crew, dollar and conversation lives here. Add Learning Lever and RTI and the same techs ramp faster, bill higher, and stay longer. One lever moves the company. Three move it harder.

Learning Lever is one lever

You're training the team here. The other two make the training stick.

Learning Lever onboards faster and keeps the whole team sharp. Software is where that training shows up in the work. RTI is where it becomes a credential customers trust. Pull one — pull all three and the math compounds.

RTI is one lever

You're certifying the trade here. The other two carry the credential to the field.

RTI certifies the trade — IICRC WRT, ASD, AMRT, FSRT and beyond. Software runs the company those certified techs work for. Learning Lever ramps everyone in between. One lever moves things. Three move the whole crew.

Bundled Pricing

Customers who run Software + Learning Lever together save 22% and onboard techs 3× faster.

Keep reading

More from Field Notes

All articles →

Field Notes Weekly

One useful piece of restoration writing in your inbox every Week.

Operators, trainers, and IICRC instructors trade what’s working. 4

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

See the platform

Get Started with Lever360

With a real operator. We’ll show you the parts of Lever360 most relevant to the way you run today.