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GETTING STARTED GUIDE

2013 Getting Started Guide


Copyright 2013 Symbility Solutions Inc.
The information contained in this document is proprietary and confidential and is the property of Symbility Solutions Inc.
Dissemination outside Symbility Solutions Inc. requires written consent.

Table of Contents
TABLE OF CONTENTS ........................................................................................................................................... 2
GETTING STARTED............................................................................................................................................... 3
HOW TO ADD NOTIFICATIONS ............................................................................................................................. 4
CREATING CLAIM FILES ........................................................................................................................................ 5
SYNCHRONIZING AND ACQUIRING OWNERSHIP ................................................................................................... 5
WORKING WITH TEMPORARY CLAIMS .................................................................................................................. 7
NAVIGATING THE CLAIM...................................................................................................................................... 7
DIAGRAMS .......................................................................................................................................................... 8
DRAWING A FLOORPLAN ..................................................................................................................................... 8
LINE ITEMS........................................................................................................................................................11
ADDING ITEMS ..................................................................................................................................................11
WRAPPING UP ..................................................................................................................................................13

2013 Getting Started Guide


Copyright 2013 Symbility Solutions Inc.
The information contained in this document is proprietary and confidential and is the property of Symbility Solutions Inc.
Dissemination outside Symbility Solutions Inc. requires written consent.

Getting Started
Symbility Mobile Claims is a revolutionary property claims processing technology that does what no other
property loss claims estimating system has ever done before: it allows estimators to create, analyze, edit,
review, transmit and receive complete property loss estimates anytime, anywhere. Below you will find a
collection of resources necessary to getting started with Symbility. They have been designed to give you
a high level introduction and get you started as soon as possible.

Your First Steps


Your first step is to log in to Symbility Claims Connect (www.symbility.net). The first time logging into
Symbility Claims Connect you will need to use the username and temporary password sent to you in the
registration confirmation email (if you are the one who registered the company, you are
the Administrator and you already have your permanent password). Once you have successfully logged
in and set your permanent password, take an opportunity to navigate through and explore Symbility
Claims Connect. The first page you'll always see upon logging in is the Home page, which shows all
recent activity in claims you are involved in and a list of all your active claims in the Hot List. This page
will be largely blank the first time you log in.
Next, download and install Symbility Mobile Claims onto your device.
From the Symbility Claims Connect Home page click on the Download
Symbility Mobile Claims link. This is located on the left hand side of the
screen, right below the Home ribbon. It's a small download (about
40MB) and you can install it on as many computers as you wish.
Symbility Claims Connect is a web-based administrative tool where all your claims can be viewed and
printed. This is also where you set your company and user preferences and create management reports
from your historical claim data. With Symbility Claims Connect you can create new claim assignments.
This is not where the estimates, diagrams, forms, etc. are completed.
Symbility Mobile Claims is the portion of the software used to scope the loss site and create your
estimates. Installing Symbility Mobile Claims is optional and only required for those building estimates.
Remember that Symbility Mobile Claims can be downloaded and installed on as many computers as you
wish.

Setting Up Your Account


Before you get into building estimates with Symbility Mobile Claims, spend a few minutes to set up your
account to insure that you are promptly notified when there are new claim assignments for you to build
estimates for. Timely communication is a major component of Symbility, and it notifies you immediately
when important events occur that may need your attention, regardless of where you are.

2013 Getting Started Guide


Copyright 2013 Symbility Solutions Inc.
The information contained in this document is proprietary and confidential and is the property of Symbility Solutions Inc.
Dissemination outside Symbility Solutions Inc. requires written consent.

Once logged into Symbility Claims Connect, select Notifications from


the Preferences menu. Add one or more notification methods these are the
different ways (text message, email, text-to-speech "voice", pager or our own
internal messaging system) that Symbility can contact you to deliver a
messageusing the Notification Methods box at the top.
Make sure
you test each method to make sure you can successfully receive messages.

How to Add Notifications


1.

Select Create a New Method from the Commands panel to add an


additional method of notification

2.

Select the preferred Notification Method

3.

Click on Test before saving each method to send a test message to that particular device.

It is

recommended that each User test each Notification Method to ensure messages are successfully
received

4.

5.

C
lick on Save after inputting each
Notification Method, its message
destination and any relevant comments
In the Notification Subscription panel
select

the

events

for

which

notification is to be sent using the new


method
6.

Click on the Save button

Once you've added one or more notification


methods, use the Notification Subscriptions
matrix below to tell the system how you'd like
to be notified when each type of event
happens. Consider utilizing methods that will
notify you remotely (like text and voice
messaging) for important events that are timesensitive (like being assigned a new claim or
when an estimate has been completed and is
ready for review). Also consider redundancy
using a backup methodfor those important
events (multiple methods can be employed for
each event).

2013 Getting Started Guide


Copyright 2013 Symbility Solutions Inc.
The information contained in this document is proprietary and confidential and is the property of Symbility Solutions Inc.
Dissemination outside Symbility Solutions Inc. requires written consent.

Creating Claim Files


To edit claim files with Symbility Mobile Claims (including building estimates), you must first become a
participant in it. You can become a participant in several ways:

An insurance company using Symbility electronically assigns a new claim to your company, if you
are a contractor or independent adjuster (note that not all users within your company may
automatically become involved in the claim). Your company must be on the insurance company's
Vendor list for them to select you for assignment.

Another contractor or independent adjuster adds your company as a peer to the claim if they
want you to collaborate on the claim (if you are a contractor or independent adjuster). Your
company must be on the other company's Peer list for them to select you for assignment.

You create a new claim file yourself for an insurance company that is not using Symbility(if you
are a contractor or independent adjuster)

When working for an insurance company using Symbility, you will be automatically notified when you've
been assigned a new claim (as long as you've set up your notifications). All of the administrative
information and claim parameters will have been entered already, all you have to do is acquire the claim
and create an estimate (see below).
In order to familiarize yourself with Symbility, we recommend you create
a test claim. This test claim file will become a part of your Symbility claim
list and can be shared amongst all users in your company. From the
Symbility Claims Connect Home page, click on the link Create a New
Claim located in the Commands panel. A new (blank) claim file will be
created and you will see the Administration page. There are 5 sections
of the Loss Summary page which can be filled out, although only these fields are mandatory: Claim No.,
Policy No., Date of Loss, and Insured's First/Last name. Click the Save button when complete.
You can also create a new claim file from within Symbility Mobile Claims using the Create Claim under the
Home ribbon.
NOTE: If you are still a trial member and haven't entered your credit card information, you won't be able
to create new claim files or exchange claims data between Symbility Claims Connect and Symbility Mobile
Claims. You also will not be able to transmit the information to other Symbility users. In this case you can
skip the next section and proceed directly to Working with Temporary Claims.

Synchronizing and Acquiring Ownership


To minimize the chances of two users editing the same information on a claim simultaneously, Mobile
Claims restricts the editing rights to the user that has ownership of a claim page.
Note: When Synchronizing or acquiring ownership an internet connection is required.
Acquiring ownership of a claim assigned by another Company
requires the User to Accept this Claim Assignment. This dialog box will
show only the first time the claim is being acquired.

The User

2013 Getting Started Guide


Copyright 2013 Symbility Solutions Inc.
The information contained in this document is proprietary and confidential and is the property of Symbility Solutions Inc.
Dissemination outside Symbility Solutions Inc. requires written consent.

may then begin working on the claim. If the User wishes to decline a claim, Decline this Claim Assignment may
be selected and the User may indicate a reason for the declination. The assigned Company will no longer
be a participant in that claim.
The fees for the claim are assumed by the Users Company once the claim assignment is accepted.
The first user from a company that acquires ownership of a claim is given editing rights to all existing
pages in the claim that were created by that company (diagrams, estimates, forms, photos, handwritten
notes). The second user from the same company to acquire ownership would be able to view all the claim
pages, but may only add new pages, not edit the existing pages. They may also acquire ownership of
claim pages that the first user has released.
Note: Once you have finished synchronizing you no longer require an internet connection.

1.

Launch Symbility Mobile Claims by double-clicking the icon.


Log in using the same
credentials you used earlier to log in to Symbility Claims Connect (make sure you use your new
permanent password and not the temporary password).

2.

Once you log in you will see the Claim List, which will be blank initially. Click
the Synchronize button.

The icon of this new claim file is a grey folder ( ), which indicates that no information about the claim
has been downloaded to your device (except the basic details you see in the Claim List). When you select
the new claim file in the list you are able to use these two buttons:
Acquire Ownership
: This will download the claim to your device and also make you the "owner" of
the claim. As the owner you can make changes to the claim, all other users can view the claim only.
Download Copy
: This will download the claim to your device, but not make you the owner of it.
Ownership can still be acquired by any other user.
Clicking the Acquire Ownership button changes the appearance of the Synchronize button to indicate there's
a pending action that will be executed next time you synchronize.
To begin working with this claim file, double-click it to open it.

2013 Getting Started Guide


Copyright 2013 Symbility Solutions Inc.
The information contained in this document is proprietary and confidential and is the property of Symbility Solutions Inc.
Dissemination outside Symbility Solutions Inc. requires written consent.

Working with Temporary Claims


Sometimes you do not have internet access when you need to build an estimate for a claim that will be
created by an insurance company (you may already be at a loss site and without wireless hardware when a
new claim has been assigned). Symbility Mobile Claims offers the ability to create Temporary
Claims which are temporary claim file 'containers' that you can add diagrams, estimates, forms and other
information that is destined for an actual claim file that is unavailable at the moment. Once you have
access to the real claim file (claim assignment) you can merge the data from the temporary claim into the
actual claim file.
Temporary claims cannot be printed, exchanged with Symbility Claims Connect or transmitted to other
users, so it's important to merge the temporary claim as soon as the actual claim file is available.
To create a Temporary Claim file, use the Create Temporary
Claim command under the Home Ribbon. The temporary
claim file will use a green folder icon ( ). To begin working
with this claim file, double-click it to open it.
When you're ready to merge the data you've collected into the actual claim file, return to the Claim List,
access the temporary claim's context menu (right-click) and click Merge into Another Claim. You must first
acquire ownership of the actual claim file (see section Synchronizing and Acquiring Ownership).

Navigating the Claim


Start by double-clicking on the claim. On the left side of the screen you will see the Claim Explorer.
The Claim Explorer is a virtual claim file folder that allows you to navigate through different sections of a
claim. Here is a brief introduction to these sections:
The Loss Summary page contains administrative "who, what, where
why and when" information about the loss.
All the current participants in the claim are listed in the Participants
branch.
The Diagrams branch contains all the Floorplan and Roofplan diagrams
that have been drawn. Diagrams are used to capture data about the
damaged structure in order to calculate quantities of items for building
an estimate.
Every participant in the claim can add one or more estimates. The icon
changes depending on the status of the estimate (in progress,
completed or approved).
The Photos page automatically controls the layout of digital
photographs that you import directly from the memory card from a
digital camera.
Digital forms are exact digital replicas of traditional paper forms. Any
information already existing in the claim is automatically filled in.
The Journal is a permanent record of claim activity. All activity is
logged automatically and new entries can be manually added.
The Audit Report compares the data in estimates with against any
audit rules established for the claim.

2013 Getting Started Guide


Copyright 2013 Symbility Solutions Inc.
The information contained in this document is proprietary and confidential and is the property of Symbility Solutions Inc.
Dissemination outside Symbility Solutions Inc. requires written consent.

Double-click any virtual page button (in


Claim Explorer) to open and begin working.
default a claim is created with one floor plan
two estimates for every participant. You
create as many floor plans, roof plans
estimates as you want.

the
By
and
can
and

Creating floor plans, roof plans or exterior plan diagrams are pivotal to creating an estimate. The User can
create three different types of diagrams: Floor plans for interior estimating, Roof plans for estimating roof
damage and Exterior plans for the external areas of a building. Each type of diagram has unique features
specific to the requirements of drawing or estimating in those areas, but the basic behavior of all
diagrams is the same.

Diagrams
A diagram is an important part of your estimates. It is
here where the majority of your time in Symbility Mobile
Claims is actually spent, graphically recording all the
details of any structures that have incurred damage. All
dimensional data gathered is used to automatically
calculate the quantities of the items that you add to
complete the estimate. All floorplan drawing is done
using your pointing device. Here are the basics of drawing a floor plan.

Drawing a Floorplan
1.
2.
3.

Double-click a floor plan diagram in the Claim Explorer to open it.


You can select a shape from a preset list (Shapes toolbar) or draw
your own using the Freeform Tool.
Draw the new shape:
o Right-Click on the screen.
o Drag down and to the right.
o Release and select a name for the new shape.

Once the room is drawn, it can be repositioned (by dragging and dropping it)
and resized.

2013 Getting Started Guide


Copyright 2013 Symbility Solutions Inc.
The information contained in this document is proprietary and confidential and is the property of Symbility Solutions Inc.
Dissemination outside Symbility Solutions Inc. requires written consent.

To resize a room you can either:

Click and drag on of the room's handles, or


Click one of the room's dimensions and enter the dimensions using the feet and inches tool.

Once the room is named you can define additional details like doors, windows, openings, cabinets,
missing walls, etc.
If you have a Disto laser range finder you can measure all dimensions of a room, doors, windows, etc. in a
fraction of the time. The Disto instantly sends any captured dimension directly into the software via
Bluetooth.
The Ribbon Toolbar provides a set of tools to help the user navigate around the diagrams. The ribbons
and tools available will vary depending on what type of diagram (floor plan, roof plan or exterior) is
currently open and what object the user currently has selected.
Creating floor plans, roof plans or exterior plan diagrams are pivotal to creating an estimate. The User can
create three different types of diagrams: Floor plans for interior estimating, Roof plans for estimating roof
damage and Exterior plans for the external areas of a building. Each type of diagram has unique features
specific to the requirements of drawing or estimating in those areas, but the basic behavior of all
diagrams is the same.
The tools to build a diagram are located in the
Shapes (Rooms/Roofs/Shapes) section of the
Home ribbon.

Once a shape is selected from

Shapes, the tool is toggled on, in a ready to use


state. The diagram shapes available in the shapes
will vary depending on the type of Diagram.
Icon

Tool name

Descriptions

Rectangular Room

A basic rectangular shaped room. Default dimensions are 10x10x8

L-Shapes Room
T-Shaped Room

A variation of the rectangular room where one corner has been


removed
A variation of the rectangular room where two corners has been
removed

Bay window

A room with two angled wall and one missing wall

Alcove

A rectangular room with a missing wall

2013 Getting Started Guide


Copyright 2013 Symbility Solutions Inc.
The information contained in this document is proprietary and confidential and is the property of Symbility Solutions Inc.
Dissemination outside Symbility Solutions Inc. requires written consent.

Basic Staircase

A basic staircase room. By default staircases of a wall height of 168

Staircase and

These shapes are comprised of two staircases and a rectangular room

Landing

combined as subrooms

Freeform

Creates any shape room or fill in empty space

General Items

Adds items that do not conform to another component

The Room ribbon is displayed when the


User has a room selected in the floor plan.
This ribbon contains a variety of tools to
manipulate the room.
Icon

Tool name

Descriptions

Rename

Allows the User to rename the room


The Group Rooms tool may be used to combine multiple rooms into an
organized grouping.

Group Rooms

This is helpful if the User must add multiple items to

all grouped rooms, yet still wants the flexibility of individually itemizing each
room, if necessary.

The Group Rooms button must be toggled off to

remove the grouping.


Allows the User to connected two or more room together. When rooms are
Join Subrooms

joined as subrooms moving any one of the rooms will move the other
rooms. Additionally items applied to any of the rooms will be applied to all.

Save as Shape

Allows the user to save the selected room(s) and objects to Rooms so they
can be redrawn with a single click at a later time.

Mirror

Reverses the selected objects across a vertical axis

Flip

Reverses the selected objects across a horizontal axis

Rotate
Delete

The Rotate tool will rotate a selected room(s), annotation or photo


component 90 clockwise.
The Delete tool will delete any currently selected object(s).
The Block tool lets the User add 3D objects to a room to negate square

Block

footage from a wall, floor or ceiling.

Once dragged against a wall, the

block is best manipulated using the Wall Editor.

2013 Getting Started Guide


Copyright 2013 Symbility Solutions Inc.
The information contained in this document is proprietary and confidential and is the property of Symbility Solutions Inc.
Dissemination outside Symbility Solutions Inc. requires written consent.

View Floorplan
View Wall
Editor

View Ceiling
Editor

View Stair
Editor

The View Floorplan button displays an aerial view of the diagram.


The View Wall Editor button displays the currently selected wall in a 3D
format.

Properties of the wall and items displayed on the wall may be

modified here.
The View Ceiling Editor button opens the selected room in the Ceiling
Editor, allowing the User to alter ceiling properties such as height and
ceiling type.
The View Stair Editor button opens the selected staircase in the Stair
Editor. The User may modify Staircase Properties such as number of risers
and ceiling
The Vertex Mode tool may be toggled on to edit a rooms vertices.

Vertex Mode

The

vertex handles will change from squares to circles to indicate the tool is
active.

Line Items
Once a diagram is drawn and all measurements captured, Symbility Mobile Claims has all the information
it requires to calculate the quantities for line items. To add items to the current Active Estimate (the
Active Estimate is always displayed in the middle of the footer bar it's also a hyperlink shortcut to
view the estimate. You can drag items from the database and drop them onto the appropriate surfaces
of the room in the floor plan.

Adding Items
1.

2.

Double-click a room that you'd like to attach items to.


This will open the Item Pane at the bottom of the screen
(or the left side of the screen if you're using the device in
landscape mode). The Item Pane contains three subpanes:
o
Database View: Contains a categorized list of
items, actions and grades within the pricing
database. The blue description panel at the bottom
provides a textual and graphical description of the
selected category or item.
o
Cart View: A temporary holding place for items
that you extract from the database but aren't ready
to apply to rooms yet.
o
Line Item View: Shows the items that have been
applied to the currently selected room on the floor plan.
Locate an item. Double-click a category to open it up and
display the subcategories and items that it contains. Two tools
that are quite useful are the Search Tool ( ) that searches the entire
database for any string of characters, and the Browse by Picture ( )

2013 Getting Started Guide


Copyright 2013 Symbility Solutions Inc.
The information contained in this document is proprietary and confidential and is the property of Symbility Solutions Inc.
Dissemination outside Symbility Solutions Inc. requires written consent.

3.
4.

that lets you graphically locate items by clicking parts of a sample


room.
Click the item to expand it to see the available actions. Most "Replace"
actions also have multiple grades of materials that can be expanded.
Drag the action or grade of the desired item (click and hold on the
screen while moving your pointing device) to the floor plan then drop it
(release from the screen) in the middle of the room. This will apply the
item to the default surfaces specified for the item, generate a quantity
and add your first line item to the active estimate.

In most cases all you need to do is drop the item into the center of the room,
but if you want to specifically target a surface or if the item has no default
surfaces supplied for it, the following dropspots can be used:
1. The area within the green lines activates the default surfaces for the item, which may be all the walls,
the ceiling, all doors, etc.
2. Drop the item directly on a wall to apply it just to that wall. The symbol W is shown.
3. Drop the item onto a corner handle to apply it to all walls. The symbol AW is shown.
4. Drop the item onto a window to apply it to just that specific window. The symbol Wd is shown.
5. Drop the item onto a door to apply it to just that specific door. The symbol Dr is shown.
6. Drop the item onto the top half of the room to apply it to the room's ceiling. This can only be done
if the item doesn't have any default surfaces specified. The symbol C is shown.
7. Drop the item onto the bottom half of the room to apply it to the room's floor. This can only be
done if the item doesn't have any default surfaces specified. The symbol F is shown.
8. If you drop the item onto any blank area outside a room, the item is applied to all surfaces of the
entire floor plan of the type specified as a default. For example, dropping the item "Walls - Clean"
which has AW defined as a default, will apply the item to all walls in the entire floor plan.

Beginners may find the Browse by Picture feature especially useful for
getting to know the layout of the pricing database. (The system will
default to MSB database). Remember that you can also search by
keyword anytime.

Because square footage for ceilings and floors are not always
the same, the User may select either the floor or ceiling surface area
when dragging an item onto a floor plan. For each highlighted room, a
C and F are visible, representing the surface area of the Ceiling or Floor.
The User may drag the item to the C or F to apply the item to the
appropriate surface. Items with default surface context, e.g., floor items are applied to floor surfaces, by
default, will be applied to the default surface if C or F is not selected.

2013 Getting Started Guide


Copyright 2013 Symbility Solutions Inc.
The information contained in this document is proprietary and confidential and is the property of Symbility Solutions Inc.
Dissemination outside Symbility Solutions Inc. requires written consent.

Items can be dragged and dropped from the Item List


View as well as from the Database View. This provides an
easy way to duplicate items that have already been
applied to other rooms.

After an item has been applied you can easily


"toggle off" any surface, just point to the drop spot and
click-and-hold.

Wrapping Up
Now you have explored the basics of building estimates, take a moment to review the Synchronizing and
Acquiring Ownership section. Try releasing ownership of the claim and uploading its contents to
Symbility Claims Connect. Once uploaded, take a look at the claim in Symbility Claims Connect.
This document was designed to give you a brief introduction to the system. To learn more about the
Symbility product suite, contact the Symbility training team at training@symbilitysolutions.com.
And above all we would like to thank you for choosing Symbility as your estimating software.

2013 Getting Started Guide


Copyright 2013 Symbility Solutions Inc.
The information contained in this document is proprietary and confidential and is the property of Symbility Solutions Inc.
Dissemination outside Symbility Solutions Inc. requires written consent.

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