Publishing to Symbility
Some carriers run claims on Symbility (now marketed as Cotality) rather than Xactimate. XBuild builds the scope from the same Symbility task catalog adjusters work in and publishes through the same publish wizard; this page covers what’s specific to the Symbility output. The carrier decides the format — an uploaded carrier estimate is the strongest signal.1. What you get, and when
There is no Symbility project file — Symbility has no equivalent of Xactimate’s .ESX. Allow up to 24 hours, about a business day (Processing times); set that expectation with your customer up front. Finished documents are emailed to you and filed into the project panel’s Documents section.
2. What it costs
The first Symbility publish on a project costs 90 tokens at the wizard’s checkout step; later Symbility publishes on that project are free and skip checkout, and switching to Xactimate is charged at that format’s own first-publish rate — see How tokens work. The publish charge is separate from chat token usage.3. Loss details are required up front
Symbility claim creation needs them before publishing can start, so the wizard’s property-details step also collects the date of loss, type of loss, and policy and claim numbers, plus the homeowner name and full address (ZIP required). Fill them into the proposal’s claim info section ahead of time and the wizard pre-fills. Missing a date of loss? Get it from the homeowner or carrier paperwork, or publish in Xactimate if the carrier accepts it.4. Switching between Symbility and Xactimate
Switch a project’s format in chat at any point. The estimate is rebuilt in the target catalog, preserving folder structure and scope intent; items don’t map one-to-one, so lines are re-expressed as valid items rather than converted in place — review the rebuilt estimate before publishing. The switch counts as a first publish in the new format for tokens.5. Working from a Symbility carrier estimate
Upload the carrier’s Symbility estimate PDF to the chat; XBuild extracts the claim header, folder structure, and line pricing so you can supplement it — or reproduce and republish it (Creating an estimate).6. Troubleshooting common issues
- It’s been a day and I don’t have the documents. Up to 24 hours by design. Check your email and the project’s Documents section; if a full day has clearly passed with nothing, contact XBuild Support.
- Where’s the project file? Symbility publishes don’t produce one — the Symbility-format PDF is the carrier deliverable.
- I republished in Symbility — was I charged again? No. Only the first Symbility publish on a project carries the charge.