Tips and Tricks

Learn about time-saving features or tips here.  Find additional tips on our Video Channel and Get Started resources.

For a full list of all website articles, including those in Tips and Tricks, see the full Site Map.  Popular broad subjects include: 

Actions   Custom Form Studio   Email   Images   Office Management    Mobile apps    Report Writer   Word Processor


After opening an inspection in the Report Writer, main “Form” sections are quickly accessed by clicking the corresponding buttons along the top. Headings and Subheadings in each form display along the left with comment fields to the right. Any unused items in a narrative inspection are automatically skipped at print time, so don’t worry about filling out any that don’t apply. Preview your inspection any time to see what will print. Various navigation tools help complete reports quickly:

The new mobile app "3D Mobile Inspector" has been released for Android, Apple, and Windows 10. See System Requirements under Products on the website for compatibility information.  Here's a summary of new and improved features.

In order to create new inspection reports, one must first add a new job to Office Management.  This can be done when the job is initially booked, prior to creating the inspection reports themselves.  Collecting and entering your job information such as the site address and client or other contacts associated with the job also provides an easy way to search for jobs later on, as well as automatically merge that information into inspections, contracts, and other documents.  It’s easy to add a new job.


Report content including your form name labels, headings, subheadings, and comment narrative text might ordinarily just print until the margin break and then continue wherever it happens to break onto a new page, since that's how page margins work. However it would usually be undesirable to have an item label or heading print at the bottom of a page, with its related comment printing completely on a new separate page. How can one solve that to prevent the label and comment from being orphaned or widowed?

Page 1 of 13


What main hardware do you use for your inspections?

1357598420 [{"id":"5","title":"Phone","votes":"458","type":"x","order":"1","pct":33.9,"resources":[]},{"id":"6","title":"Android Tablet","votes":"281","type":"x","order":"2","pct":20.8,"resources":[]},{"id":"7","title":"Windows Tablet","votes":"127","type":"x","order":"3","pct":9.4,"resources":[]},{"id":"8","title":"Laptop computer","votes":"336","type":"x","order":"4","pct":24.87,"resources":[]},{"id":"9","title":"Desktop","votes":"149","type":"x","order":"5","pct":11.03,"resources":[]}] ["#ff5b00","#4ac0f2","#b80028","#eef66c","#60bb22","#b96a9a","#62c2cc"] sbar 200 200 /en/polls.html?id=2& MSG_ERROR_NO_SELECTION Please select either existing option or enter your own, however not both. MSG_THANK_YOU_NO_RESULTS COM_COMMUNITYPOLLS_LABEL_ANSWERS Votes ...