When a claim was uploaded to
Symbility.NET before, a journal entry was not created
automatically...this now happens.
For each notification method you
create, you now have the ability to instantly test that it works by
generating a test message to the destination (SMS number or email
address).
The long-awaited
"undo" feature is now available, allowing you to correct an "oops"
and "undo" the last 20 things you've done in a floorplan, a roofplan,
the Wall Editor, the Ceiling Editor, the Stair Editor (not completed
yet) and the Item Pane. Pocket PC users can undo the last 10
operations. For desktop users, the standard keyboard shortcut Ctrl+Z
will work.
You can now apply an
item to only a portion of the walls to which it is attached, instead
of only the full wall. To do this, use the wall height button on the
Property Bar (above or below your list of items that are
attached to a room). Unless you change it, the label "FH" appears
beside the icon on the Property Bar—indicating that the quantity of
the item is being calculated based on the full height of the wall.
To use a different
wall height to calculate the quantity of the item, click the wall
height icon on the Property Bar. This will open up the wall editor
and will show you a vertical dimension on the right-hand side (which
will be the same as the height of the wall). Alter the dimension
using the feet/inches gizmo or type it (support for wall height
capture with the Disto is coming soon) and voila! the item's
quantity is based on this wall height.
Note that if you have an item that
applies to multiple walls, but only one wall area should be calculated with a partial wall height, you'll need to add the item
multiple times—once for each wall height to be used (when adjusting
the wall height of an item, it affect all wall that the same line
item is attached to).
Coming later is the ability to adjust
the wall height by dragging the orange area with your stylus, plus
the ability to set the height of an area in the middle of the wall
(i.e. a horizontal strip that starts below the ceiling and above the
floor).
This is a tremendous time-saver that
we're really proud of, and it's fun to use! Take this scenario:
before, when you had a closet that was part of a bedroom (meaning
it's within the outside boundaries of the bedroom) like this:

you used to have to draw an L-shaped
bedroom, then a rectangular-shaped closet. With this new feature you
can draw a rectangular bedroom:

then draw a rectangular closet
inside the bedroom (then add the bi-fold door):

You'll find it much quicker to create
complex floorplans, without having to add rooms of different shapes
and rotate them to the correct orientation. Inside an existing room
you can draw any other shape of room—L-shaped, 3-sided, any shape of
stairs.
Note that the two rooms (the existing
room and the room you're drawing inside that room) must share at
least one common wall.
When you do something with a claim that
triggers a notification to be sent to another claim participant (for
example if a contractor releases ownership of a claim that has a
completed estimate, the adjuster is sent a notification), and the
other claim participant uses SMS messaging as their notification
method, you can't be sure if in fact the SMS notification was
delivered. Until now. Although it's rare, sometimes SMS messages do
not get delivered in a timely manner—for example if the other
participant's cellphone is off or out of range, or if the network
operator has some internal logistics problems (Telus is particularly
bad for this). This new feature will inform both the sender and the
intended recipient of a non-delivery of an SMS notification
after 2 hours:
-
The intended
recipient is sent an internal
notification (the notification will appear in a yellow box
the next time they log in to Symbility.NET or mobile claims).
-
The administrator of
the company that generated the SMS notification is sent an email
advising of the failed SMS
delivery.

Here's another feature to address the
issue of the large amount of information that enters the New
Activity box on your Symbility.NET home page. You now have the
option to group all records by claim (use the "Group Entries by
Claim" check box, which will be checked by default. By default,
you'll only be shown one record for each claim (the main record for
that claim—the white rows in the above illustration), the date and
time of that records being the date/time of the last bit of activity
on that claim. To see the detail of all activity for that claim,
click the
symbol to expand the
records (the journal entries for that claim are the grey rows in the
illustration above).
When downloading a
claim to mobile claims that had embedded photos, the photos
were not downloaded, which prevented mobile claims users from
taking advantage of being able to inspect them. You used to have to
view the claim in Symbility.NET to see the photos. To save time and
respect bandwidth limitations (for example when using a wireless
modem which tends to be a fairly slow connection), mobile claims
still won't download every photo automatically when you download
a new claim. It will however download the photo thumbnails (which
are small and quick to download on any connection).
Each photo thumbnail will have a
checkbox labeled "Download full image". This allows you to specify
which photos you are interested in seeing the full image for. The
next time you synchronize mobile claims, the full image of
all thumbnails that you checked "Download full image" will be
downloaded. When each checkbox is checked, a "Synchronize" icon will
appear, which allows you to immediately download the full image for
just that photo (if you are connected to the Internet).
Note
that this is only relevant to claims which you didn't add the photos
to originally. If you were the one to take the photos and embed them
in the claim, you will already have the full images on your device.
You can embed photos directly in a
floorplan, attach them to items so they appear right in the
estimate...and now there's a dedicated photo section of each claim.
To use this feature, find "Photos" in the claim explorer and
double-click. You'll be presented with a blank virtual page (always
in portrait mode, and the full page is always viewed) to which you
can add photos. Here's a summary of the features associated with
this:
-
You can add new
photos to a photo page, or select one that has already been
embedded elsewhere in the claim.
-
Each
photo you add to a photo page is
automatically laid out for you—it does all the work making the
photo pages neat and professional-looking. New pages are created
automatically as needed.
-
You can customize the layout
used—select from 2-up (2-per-page),
3-up or 6-up.
-
You can add a caption
to each photo you add.
-
Remove a photo from
the photo page by selecting it and tapping Delete.
-
Each photo can be
viewed full-screen just like on the floorplan or in an estimate
by double-clicking the photo.
-
You can view one page
at a time or view multiple pages at a time.
 |
|
Viewing multiple
photo pages |
-
You can re-arrange the order of photos by moving
a photo to another location using drag-and-drop. Simply drag a
photo and drop on top of another one—this
will move it AFTER the photo you dropped it on. When you view
multiple photo pages at a time, you can move photos between
pages.
There are still some
features that will be added later:
-
the ability to
annotate photos with the standard annotation tools (scribble,
callout, textbox) and format each annotation (this feature also
allows photos embedded in the floorplan and estimate to be
annotated.
-
the ability to
rotate any photo.
We're already working
on the next release, due two weeks from now. From Symbility's
design, development and testing teams, enjoy estimating on the go!