Phone3D is an ideal way to completely manage your inspectors and their job assignments. Conveniently, your inspectors don't even need to come into the office in order to retrieve the assigned reports you've sent them into their phones or tablets for performing inspections.
Set up your Inspector Sub-accounts
Once you have signed up for Cloud3D Services and received your activation confirmation email, use the Preferences options for Cloud3D Services to set up and manage sub accounts for your inspectors to retrieve their assigned reports. Here are the basic setup steps:
STEP 1. In Office Management, click Maintain > Inspectors, and use the search icon next to Inspector Number to verify that all inspectors have been added to your system, and their respective email addresses entered. If need be, add inspectors, or enter missing email information for existing inspectors.
STEP 2. Important: This step needs to be done by the registered owner of the software who will need to use their own private login created at initial software activation (i.e. their private activation email & password they set up) to set up the logins for other inspectors. Be sure to keep your master login information confidential. DO NOT SHARE your Master password with others, including inspectors or employees. ONLY share or provide sub account login information you create to others to use.
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In Report Writer, click Preferences > Preferences, Cloud3D Services tab. Make sure Enable Cloud3D Services is ticked.
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Click "Manage sub-accounts" button, and Login using your master account ID and password. Note: You may not want to use "Remember my password" for the master account unless you are the only user or if you wish others in the office with access to that computer to be able to access and adjust inspector sub account logins in the future.
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Add a sub-inspector login for each inspector who will be using the mobile app. We recommend using their email addresses since they are easy for inspectors to remember and unique.
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If you as owner also perform inspections and plan to use the mobile app, you should also set up a special sub-logon for yourself for use on your field device. When doing so, if your email from Office Management happens to be the same as your master login, modify it slightly to be unique (e.g. if your master logon is
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you might set a sub inspector login for yourself as just bob@mycompany or
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) and use a different password from your master. When inspecting on your mobile device, always use your "sub" login to prevent the risk of accidental access or overwriting others' reports.
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When done setting up or adjusting sub-accounts for your inspectors, click Save sub-accounts.
STEP 3: Be sure to provide your inspectors with their particular sub-account login and password information you set up for them. You may return to Manage sub-accounts at any time to verify or change passwords for inspectors or to add or remove access as desired.
That's all there is to initially setting up Cloud3D for use with your multiple inspectors. Now just use it!
Sending reports to your inspectors to complete
For any given job in Office Management, be sure to assign the inspector, date, and time. When ready to send the report to your inspector to complete, click Cloud3D Inspection and choose to Create and upload inspection using a job name assigned to the desired inspector. Select the form group you wish to use for the report, and login when prompted. The report along with the its date and time entered in Office Management is uploaded to the cloud, now available for the particular inspector number assigned to it.
To open a report on a device: In Phone3D, each inspector simply logs in using their sub-account Cloud3D ID and password you assigned to his inspector number. Once entered, Phone3D will remember his login for future use on his device. Only reports specifically assigned to him are listed, along with the inspection date and time information. He may then tap report(s) to download, complete, and upload back to the cloud when finished, for subsequent conversion back to the main software using the Cloud3D Inspection > Convert a completed inspection option.
Great Benefits with No Hassle!
Your main office can now easily control all booking information and only send inspectors the specific reports they need to complete. Since all such Phone3D reports are transferred to/from the devices strictly through your Cloud3D Services account, this also prevents inspectors from moonlighting on the side or purloining your customized master forms through Phone3D.
And since Phone3D requires no additional licensing for inspectors to use, this makes it an ideal option to set up remote field inspectors to use phones instead of more expensive laptops or Tablet PCs running regular windows, which would require additional licensing. Even sub-contractor inspectors who are not actual employees may use this method to complete work for your company (which is otherwise restricted by your main software EULA).
The Phone3D app is so easy to use, your inspectors can totally focus on their most important inspection task at hand. Implementing this business model allows a company complete control over one's inspectors!
For further and general information about using Phone3D, see our main Phone3D product page. |
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