Each month, we highlight a time-saving feature or tip here. You may also find some of the video archives helpful.
|
|
Office Management is your job information secretary, provided to collect contacts like clients and agents, and inspection site information associated with booking your jobs. Office Management is designed to eliminate double-entry, so client and job information can automatically merge into inspection report headers, footers, cover pages, and other attachments like summaries and contracts. Enter it once, merge it elsewhere automatically!
|
|
Read more...
|
|
|
Ever wished you could just send someone, perhaps support personnel, a capture of your computer screen, so they can see what you are looking at? Or perhaps prepare an instructional guide for your office staff? There’s even a handy button on your keyboard labeled Print Screen, but it doesn’t seem to do anything. Actually it does.
|
|
Read more...
|
|
You've created your custom header for your inspection reports, but perhaps the report body is printing farther from your header than you would prefer. Learn how you may tweak your header and margin settings further to eliminate extra space between your header and report body...
|
|
Read more...
|
The popular Residential Checkstyle form set packaged with standard editions of 3D software (or downloadable from the Bonus Downloads web page), comes preset with ratings boxes for various inspection items: OK, MM, RR to represent whether items are Serviceable or functional, Marginal/Maintenance needed, or Repair or Replace respectively.
Don’t like those ratings? No problem. They can easily be changed and adjusted to your own preferred Ratings system instead. How so?
|
|
Read more...
|
Have you ever wondered how the Cover Image button in the lower pane of the report writer works? If you are using content provided by 3D Inspection Systems, you normally just click the Cover Image button in the lower pane of your inspection to quickly select a nice overall picture of the property you are inspecting. And it automatically prints on your report cover page.
How does the cover page know how and where to import your image? May you import it into other documents you use? How do you adjust the size of the printed image? Here’s what you need to know to set up or adjust documents to use the automatic cover image feature.
|
|
Read more...
|
|
In an understandable attempt to eliminate annoying spam, over-zealous email filters can often inadvertently dump emails that you want to receive, including newsletter subscription requests or important emails or replies that you requested. Even 3D Inspection System users occasionally contact us saying they never received a recent software subscription or reply to a question they sent us. When subsequent resends or replies back are also dumped unceremoniously by their email, this compounds the problem of reaching them. How can you “whitelist” emails you want to receive?
|
|
Read more...
|
|
Did you know you may automatically merge images/photos from report fields you mark for summary into your final summary documents along with your comments? You may also use summary preferences to specify other information to include, like form and heading labels.
|
|
Read more...
|
|
From time to time you may wish to provide supplemental materials that are not specifically part of your actual inspection report or findings. You may wish to include manufacturer installation instructions, safety handouts, special diagrams, or government brochures that are available in PDF, Microsoft Word, or some other format. Perhaps you have a series of additional photos taken at the inspection property that you chose not to include within the report itself. Or maybe you prefer to forward your association Standards of Practice without cluttering or bulking up the main report itself.
|
|
Read more...
|
|
Inspectors normally have a certain way of inspecting a property, and order by which it is done. But for final presentation purposes, you may wish to organize your findings slightly differently, such as by subject, component, or system.
|
|
Read more...
|
You’ve collected valuable contacts and other data in Office Management, spent time customizing your report forms and documents. And you must preserve inspection reports for legal purposes until the statute of limitations runs out.
Backup! Backup! Backup! But how? How should backup CDs or DVDs be stored to maximize your chances that they will be useful later when needed? And how does one restore customized data into 3D if needed? It’s easier than you think.
|
|
Read more...
|
|
|
<< Start < Prev 1 2 3 4 Next > End >>
|
|
Page 3 of 4 |
