Work flow and licensing guide
Managing multiple users?
The standard software EULA provides a purchaser of one of our Premier, Standard, or Focus edition products the option to use a second copy of the desktop software installed at a computer that resides at the same registered address, which is fine for an Extra or Backup computer you personally use. But are you expanding and now need an additional license of the desktop software for yourself, other office staff, or additional inspectors?
For multi-inspector firms, especially Team Inspectors, we recommend our Premier edition to facilitate assigning jobs to multiple inspectors. If you’re not already using Premier, you may upgrade Here
3D Inspection Systems offers a variety of options designed to suit any work flow. Let’s determine the type of licensing to meet your particular needs. For each question below, pick the answer that describes your setup and choose the accompanying link.
1. Is the license for another inspector or employee?
Yes, another inspector will be primarily using the license. Go to 2.
Yes, but the employee will be doing office work or job booking and scheduling. Go to Work Flow A: “Networking, with optional remote work”
No, the license is for my personal use or for a backup computer. Go to 4.
Note: No additional licensing is needed if the inspector solely uses the 3D Mobile Inspector on his phone or tablet to receive and return reports. Learn About Managing Multiple Inspectors here.
2. Does the inspector own his own inspection business?
Yes, the inspector will be working for me as a sub-contractor, but also performs inspections for his own business. Stop. The software EULA prohibits the inspector from using one of your licenses for the desktop program, but he or she may purchase his own copy of that software.
Alternatively you may add the inspector to your main program and he is allowed to install and use the 3D Mobile Inspector to wirelessly receive and return any inspections or survey information collected without needing a license. See Sub Accounts information. If you wish the inspector to also do any finalization or delivery of mobile reports, you may want to have him come back to your office as needed, or for frequent use, perhaps allow him to access to remote into a workstation at your office made available for that purpose- Work Flow A: “Networking, with optional remote work”
No, the inspector will solely perform inspections for me. Go to 3.
3. Will the employee inspector be using the license from another location such as his own home or office, or from a branch office?
Yes, and I want him to work independently by adding and creating his own jobs stored in his own separate database, and able to upload and retrieve inspections from the mobile apps from an independent account. Go to Work Flow B: “Branch License”
Yes, I want him to work from his own home or office, semi-independently, able to add jobs to our shared company database, upload and retrieve mobile inspections, and complete and deliver final reports. Go to Work Flow A: “Networking, with optional remote work”
No, he will be using a computer at our main office. Go to 4.
4. Is the computer a desktop a portable laptop or tablet?
Yes, the computer is portable and may sometimes leave the office.  Go to Work Flow B: “Branch License”
No, it is for a desktop or workstation. Go to 5.
5. Do you wish to network the additional computer to seamlessly share all data?
Yes, I want to network the computer to share all data, and allow all users and inspectors full abilities within the software. Go to Work Flow A: “Networking, with optional remote work”
No, the computer will be an additional stand alone computer permanently at the registered address. Go to Work Flow C: “Extra or Backup Computer”