Lesson 1.5: Initial Assessments
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Lesson 1.5: Initial Assessments - Setting Up for Success

Module 1: Foundation & Docs & DocsDuration: 12-14 minutes

The initial assessment is your baseline. It documents conditions before you start work and determines everything that follows - from equipment needs to billing categories. Get this wrong, and you're fighting uphill the entire claim.

What You'll Learn

  • The systematic approach to initial assessments
  • How to properly classify water categories (1, 2, 3)
  • Equipment calculation based on affected square footage
  • Documenting conditions that justify your scope of work

Water Categories

  • Category 1 (Clean): Supply lines, rain, ice maker - lowest billing
  • Category 2 (Gray): Dishwasher, washing machine, toilet overflow with urine - medium billing
  • Category 3 (Black): Sewage, rising flood water, toilet overflow with feces - highest billing

Critical Rule

Category can only go UP, never down. Cat 1 water sitting for 48+ hours becomes Cat 2. Document the timeline!