3D Inspection System software lets you attach additional reports to the same job in Office Management, so the same client, address, and other job information may merge. For example, an inspector may need to produce both a regular inspection report and auxiliary reports that use special forms, like WDO inspections. Or one may wish to create multiple reports using their favorite customized forms to handle multiple units. This may be done by using product codes added to the Invoice tab to create additional linking Job Names.
What are product codes? They are normally the abbreviations for your list of various fees and services you might offer clients. If you don't have product codes set up yet, in Office Management use Customize > Product Billing Codes to do so. Most product codes would include your service abbreviation, longer descriptive name, and typical fee, although you may set some up without pricing if desired. See the Office Management Getting Started Guide for complete setup details and suggestions.
Here are the basic steps to create an additional report for the same job:
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Display the job in Office Management
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Click Begin Inspection button to start a regular inspection, or Cloud3D Inspection to start a mobile report. (Note that if options to begin or create new reports are grayed out, then you do not have any extra unused product codes available, and may need to add some to the Invoice- see below)
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Select the desired Job Name+Product Code combination name for your additional report, and the forms to create it.
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That's it! Your new inspection is created using your additional linked job name you selected.
 Premier edition users have extra features that allow them to attach product codes to Inspection Request and Job Information options on expanded Office Management screens (not present in non-premier editions). Thus as job information is initially collected or selected while booking a job, invoice information collected in the background can instantly import into the Invoice tab by clicking the special "Fill Invoice with selected products" button.
Although non-Premier editions do not have this automated feature, they too can use Product Codes on the invoice. In any edition, product codes may be manually added to the Invoice tab information by clicking the Product Code column there and using the selection button to choose from your list. Final pricing for any job may also be adjusted directly on the Invoice tab. If you plan to start an additional report after updating or adding new product codes, quickly click Save to update the record so your additional job names become available for the begin/start report options.
As an example, if only a general "Inspection" product code/fee is listed in the invoice breakdown area, you could actually use that for starting a 2nd report besides the main job name usually used for the first report. Now if your client has also ordered a WDO pest inspection or other type of auxiliary inspection, you would usually include those services, fees, or product codes on your invoice. Thus you may use the most appropriate Job Name+Product Code filename for any additional report, for instance [Job Name]-WDO for completing the wood destroying organism inspection form.
In the case of multiple unit inspections, where it may be preferable to create a separate report for each unit or building using your standard form set, some inspectors may use product codes to break down charges for each additional "Unit". Or additional product codes without fees may be added to the invoice simply to provide name options for each report. Provided the product codes for each additional unit are unique, each may be used to create their respective report (since each report filename must be unique).
In non-Premier editions this may be achieved by creating and adding slightly differently named product codes to the job invoice for each one. e.g. Unit A, Unit B, etc.
Premier edition users though have another additional feature that allows them to simply use the same extra unit product code repeatedly for each additional unit. For instance, if your product code is "Additional Unit" or something similar, that same code could be added as many times as needed to the invoice for the number of inspected units. Then one may adjust just the "inspection names" the program created for each product code to be unique. To do so, use Customize > Features in Office Management to turn on the "Inspection Name" under Enabled Columns in Invoice. This displays the Job Name+Product Code combinations for each code in an Inspection column of the Invoice breakdown area. Click into the Inspection column for your additional Product Code duplicates, and adjust each name after the dash to make them unique. e.g. [job name-]Additional Unit 2, [job name-]Additional Unit 3, and so forth. Note: Be sure to leave the beginning portion job name and dash of the inspection name as is, so the program can properly link them to your main job. Only adjust the latter portion after the dash. After adjusting the Inspection names for duplicate product codes, click Save in the toolbar to update the record and begin/start Inspection will now show the new combinations available for your separate reports.
This handy 3D Inspection System program feature lets you attach as many additional reports as needed to the same job in Office Management. Not only does this keep your reports organized to the same job, but your common job information can be merged for all of them automatically. After any additional "linked" reports are created and saved in the main program, the Open Inspection button also lists them for convenient access from their related job in Office Management.
Now in the case where you only need a single report for a particular job, simply ignore any other possible name combinations, since you do not have to use the option unless it is actually needed.
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