Workspace
When the insured phoned, I entered her last name here to find her claim.
What is the Quick Search?
Break a wall with this action to create a room quickly off another room.
What is Build Out Mode?
I answer a set of questions to generate line items for my estimate.
What is an Assembly?
This sorts the estimate by Materials, Labor, and Equipment.
What is the Summary Tab?
We do this instead of Sketching.
What is Diagramming?
I receive claim assignments from more than one carrier. Therefore, I set this as a column in my Claim List.
What is the Originator?
This setting allows walls to easily connect (like a magnet) when two endpoints are close.
What is snap to walls when resizing?
This is a macro for line-items.
What is a Batch?
I can use this to calculate the size container I need to haul away material.
What is the Debris Calculator?
They work like Macros.
What are Batches?
Some think of this as a ‘Macro’ for typed text.
What is the Quicklist?
Use this feature to draw walls manually instead of using a shape from the ribbon.
What is Freeform?
I can use this feature to limit the database to line-items for a specific construction class, such as Commercial.
What are Filters?
This part of the estimate summarizes totals, taxes, & O&P.
What is the Totals Tab?
You may think of it as an F-9 note.
What are line-item notes?
When there are multiple losses in my area, I can use this feature to view the exact property locations and their proximity to one another.
What is Plot on a Map?
While in a Roofplan, I use this tool to rotate the shape and view it from the ground level.
What is Freeform Rotate?
I used this feature to add flooring to only a portion of the living room.
What is Set Area to Attach?
Prices can be hidden in the estimate by navigating to this area.
What are Options?
Once I add notes here, they become part of the claim file and cannot be deleted.
What is the Timeline?
I set this up so I would not have to log into Workspace or Estimate to view my notifications.
What is an external method?
I use this tool if I have an image (jpg or png) of a floorplan that I want to diagram over.
What is Background Blueprint?
This symbol allows you to exchange one line-item for another while in the diagram or on the estimate.
What is Replace With?
I use this to filter all my Tear Out Items; then I remove depreciation from all of them in a bulk action.
What is Search and Replace?
This is where I can view everything that’s been added to the claim file, including estimates, diagrams, and photos.
What is All Documentation?