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 invoice items added to the Invoice tab to create additional linking Job Names.

What are invoice items?  They are abbreviation codes for your various fees and services you might offer clients. If you haven't set up invoice items, you may add them as needed from the Invoice tab for a job, or use Office Management Customize > Invoice Items (Product Billing Codes in old versions). Most invoice items would include your service abbreviation, a longer descriptive name, and typical fee, although you may set some up without pricing if desired. See the Office Management Getting Started Guide for possible setup suggestions.

Here are typical steps to create an additional report for the same job:

  • Select the job in Office Management
  • In the right details pane, use Start a New Inspection button to start a regular inspection, or Create and Upload Mobile Inspection to start a mobile report. (If these types of options are unavailable, perhaps you do not any extra unused product codes available, and may need to add some to the Invoice- see below)
  • Select the desired Job Name+Invoice item combination name for your additional report, and the forms to create it.  For example, if you also need to create a WDO inspection report in addition to the main inspection, you might use the main job name+WDO invoice item to create that additional inspection for the same job.  Any unneeded job name combinations may simply be ignored and unused.
  • That's it!  Your new inspection is created using your additional linked job name you selected. 

 Premier edition users have an extra option that can allow multiple inspectors or inspection dates to be assigned to the same job by means of the invoice items.  This option may be turned on using Maintain > Office Management Preferences, Invoice Features setting "Multiple inspector schedules per job".  If you do not need to assign more than one inspector or date to a particular job, we recommend using the default setting with this option off.

Add invoice items to a job:
Generally for any given job with at least one typical invoice item for the main inspection fee, one would have both the main job name and at least one extra job name+invoice item available for creating new inspections for the job.  If you do not have an additional invoice item or need more, they are easy to add to the Invoice tab for a job.

  • Edit the desired job and switch to the Invoice tab
  • Choose to Add items to Invoice
  • Select additional appropriate invoice items to accommodate your additional inspections.  If an appropriate item is not available, you may Add a New Item and then select it.  Click OK to add the selected items to the job.
  • Final pricing for any item may also be adjusted directly on the Invoice tab.
  • When done, Save your job.  Now you should be able to start new inspections using the additional items.

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+Invoice item name 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 invoice items to break down charges for each additional "Unit". Or additional invoice items without fees may be added simply to provide name options for each report. Provided the invoice items for each additional unit are unique, each may be used to create their respective report (since each report filename must be unique).  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.

 You may adjust identical extra unit product codes so the job name combo is unique for each additional unit. For instance, if your product code is "Additional Unit" or something similar, that same invoice item could be added multiple times for the number of units. Then one may separately adjust just the "inspection names" for the replicated invoice items.  To access or view these, use Customize > Office Management Preferences, Invoice Features to "Display Inspection Name". This displays the actual Job Name+Invoice item combinations (Report Name) in the Invoice tab for your jobs.  You may then edit your additional invoice items to adjust the name after the dash to make those 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 intact, so the program can properly link them to your main job. Only adjust the latter portion following the dash. While adjusting an invoice items used only to accommodate additional inspection reports, you may also choose they not be "Visible on invoice" to omit them from any invoice or receipt you produce.  After adjusting your invoice items as desired, Save the job to update it so you may now use the new combinations 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 merge into each 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 Office Management job.

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.