Glossary
Source: Terms used across the three documents
| Term | Meaning |
|---|---|
| 3E | The matter / time / billing system. Matter Short Entry, Time Entry, Time Capture, Matter Group Inquiry, Workflow Inbox, Billing Dashboard all live here. |
| Admin | Office admin. Updates 3E with new matter data, sends the proforma reminder, is the Responsible Time Keeper who closes the matter. |
| Analysis / Cost Analysis | A comparison of repair costs (deltas) rather than a from-scratch estimate. Named 100xxxxxx – Cost Analysis. |
| BC | Building Consultant. You. |
| BTK | Billing Timekeeper. The consultant who owns the matter, the client, the budget, and the scope. |
| Budget / Matter Budget | Preliminary cost estimate for the job, entered in 3E Matter Short Entry. Must be client-approved before work proceeds. Add notes at the bottom when entering it. |
| Call 1 / 2 / 3 | Ordering-client scope & budget call · on-site observations call · verbal report call. |
| cntr | Contractor. |
| Co-Consultant | A second consultant on a matter (Scenario B). Must be added in 3E to see matter data. |
| Conceptual Repair Protocol | The scope of work for an estimate, written by the BTK (often in the ROF). |
| CoreLogic / EagleView | Paid data services (property data, aerial roof measurements). Soft costs to charge and to check on the proforma. |
| Cosine | Where to review $ for extra chargeable items. |
| Cover Letter | The letter that transmits the estimate to the client. Standard templates on Team Hub. Word file EST100xxxxxx.doc. Goes through TR then CPC. |
| CPC | Central Processing Center. Reviews the Cover Letter, prepares the signature PDF, issues the final document to the client. Reached via a SharePoint link. |
| Critical Event | One of five key 3E time entries that mark job progress (see Quick Reference). |
| DocuSketch / Matterport / 3D Laser Scan / Thermal Imaging | Additional Rimkus site-capture services to offer clients. |
| ESX | Xactimate estimate file. Stored in the ESX – Internal Use Only subfolder. |
| Estimator | The estimating-group member assigned via estimating@rimkus.com to build the estimate. |
| Field Notes | Handwritten inspection notes on Rimkus graph paper. Scanned to the GENERATED folder as "Field Notes". |
| GENERATED folder | Preloaded matter subfolder for documents and the estimate subfolders. |
| Insured | The property owner / policyholder. You call them to schedule the inspection. |
| Matter | A job / case / claim file. Numbered 100xxxxxx. |
| Matter Group Inquiry | 3E screen giving Short Entry, Job Folder, Time Entry. |
| Matter Short Entry | 3E screen where budget, TR, Co-Consultant, site address, letter templates are set. |
| Ordering client vs. paying client | Who asked for the work vs. who pays. Can differ. Always talk to the ordering client. |
| PA | Public Adjuster. |
| PE | Professional Engineer. In Scenario B the PE inspected and wrote the ROF. |
| Phase / Task | The two-level code on every 3E time entry (e.g. Planning / Confirmed Scope of Work w/ Client). Type in the box to search. |
| PHOTOS folder | Preloaded matter subfolder. All photos go here. |
| Power BI | Reporting tool. See who has been billed; billing analysis. |
| Proforma | Draft invoice in the 3E Workflow Inbox / Billing Dashboard. Review five sections, then approve. |
| RCG Rate | A rate code noted in training for "My Billing Rate" (not in favorites). |
| Responsible Time Keeper | Admin for the job. The one who closes the matter. |
| ROF | Report of Findings. The PE's inspection report. |
| RT | Round trip (travel time and mileage). |
| Scope Review | Scenario B: the PE reviews your estimate to confirm their full scope is covered. Different from TR. |
| Strike Report | An extra chargeable report item. |
| Team Hub | Intranet. Home → Forensics → Practice area → Tech. Library. Cover letter templates live here. |
| Time Entry / Time Capture | A 3E time record with a Phase/Task. Many are zero-hour markers. |
| TR | Technical Review / Technical Reviewer. Ryan Anderson to begin with. Call, don't email. Also the estimating group's TR (Matt, Justin, Ryan) at estimatingtechreviews@rimkus.com. |
| Verbal Report | Call 3. Delivering the estimate or analysis deltas by phone before anything written. |
| Xactimate (Xact.) | Estimating software. BTK needs working knowledge; Matt Stevens trains. |
| Zero-hour entry | A 3E time entry with 0 hours, used only to mark that an event happened. |