Make an Estimate Active in Mobile Claims
The active estimate in the claim is displayed in bold font. To make an estimate active, right-click on the estimate in the Claim Explorer and select “S...
Last modified: Tue, May 3, 2016 at 2:10 PM
Revoke Claim Ownership
We do not encourage revoking claim ownership unless it is absolutely necessary. For example: You had acquired ownership on another PC or devic...
Last modified: Mon, May 16, 2016 at 10:48 AM
Search for Claims in Claims Connect and Mobile Claims
You can use Symbility's search tools to find a claim, open or closed, in both Claims Connect and in Mobile Claims. (To search claims in Mobile Claims, yo...
Last modified: Tue, May 3, 2016 at 2:05 PM
How to set up and use the Material Rollout Calculator
In version 5.13, Symbility introduced the ability to use a Material Rollout Calculator in order to more efficiently calculate accurate quantities and waste ...
Last modified: Thu, Jun 15, 2017 at 10:50 AM
How to make round shapes in Mobile Claims
Perfectly round shapes are not a default shape in Mobile Claims, but users can approximate rounded shapes by using the Free Form tool in combination with Ve...
Last modified: Wed, May 11, 2016 at 1:45 PM
Remove a Claim from your Claim List in Mobile Claims
A claim will appear on your Claim List until it's completed: by either completing your assignment, or closing the claim. (It may also appear if you've sele...
Last modified: Tue, May 3, 2016 at 2:12 PM
Disto Installation and Use
Installing a Disto The Disto must already be installed on the computer and recognized by the operating system before you can configure it in the Mobile ...
Last modified: Tue, May 10, 2016 at 1:31 PM
Merging Temp Claims
Once you have created a temporary claim in Mobile Claims, you may merge it with a standard assigned claim. (A standard claim can have t...
Last modified: Thu, May 19, 2016 at 10:53 AM
View Symbility's in-application help from within Mobile Claims
Symbility's in-application help is accessible by clicking the "?" symbol at the top right of Mobile Claims. Clicking the "?" links directly to the relevan...
Last modified: Wed, Oct 19, 2016 at 3:38 PM
Tray Ceiling / Dropped Ceiling
At this time, Symbility does not have a tray ceiling or dropped ceiling (also known as a recessed ceiling) option. To diagram this type of ceiling, we...
Last modified: Fri, Feb 17, 2017 at 11:37 AM
How to import a Roofplan XML
If you have a Roofplan XML file from a third party service which was not delivered directly in Symbility (HOVER, EagleView, or another service), you may imp...
Last modified: Fri, May 12, 2017 at 3:28 PM
Manage Delegated Authority
Delegated Authority is a status that an insurance company can give an assignee - giving them the same approval to make decisions on their behalf as if they...
Last modified: Fri, May 20, 2016 at 1:51 PM
Enable and use Water Mitigation tools in Symbility
Enable Water Mitigation: The water mitigation module is not enabled in Symbility by default, but can be quickly enabled by contacting our account speciali...
Last modified: Wed, Oct 19, 2016 at 3:07 PM
How to create a bay window in Mobile Claims
Creating a bay window in Mobile Claims is as simple as choosing the bay window shape from the shape tray in the diagramming ribbon. 1. Open your diagram...
Last modified: Wed, Jun 14, 2017 at 11:14 AM
How to set a specific height for wall items
To set a wall item to a particular height (for example, for a drywall flood cut), follow the steps below. Wall heights can be set for a number of items: ti...
Last modified: Mon, Aug 28, 2017 at 3:31 PM
Add and work with documents in Mobile Claims or Claims Connect
The Documents in the DOCUMENTATION tab is where you may add any supporting documents to a claim file (for example, invoices, reports, or other documentation...
Last modified: Thu, Sep 14, 2017 at 3:50 PM
Search and Replace Line items in an estimate
Search and Replace are powerful tools that allow you to search for and replace line items and/or line item values (such as component pricing, depreciation a...
Last modified: Thu, Nov 23, 2017 at 11:29 AM