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


 

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?

Although 3D Inspection System Software is not an email client, it does have the ability to email items directly to contacts by means of your own SMTP email account, provided it supports legacy functionality. In order to do this you must first enter your outgoing SMTP Settings.

Search

download buttons

Poll

How has COVID affected your inspection or marine survey business?

2054957670 [{"id":"25","title":"Has remained slow the entire time","votes":"85","type":"x","order":"1","pct":14.24,"resources":[]},{"id":"26","title":"Started slow, but ramping up now","votes":"54","type":"x","order":"2","pct":9.05,"resources":[]},{"id":"27","title":"Business remained steady","votes":"81","type":"x","order":"3","pct":13.57,"resources":[]},{"id":"28","title":"Busier than ever","votes":"159","type":"x","order":"4","pct":26.63,"resources":[]},{"id":"29","title":"Expanded or planning to expand my business\/inspectors","votes":"39","type":"x","order":"5","pct":6.53,"resources":[]},{"id":"30","title":"Reduced or planning to reduce my business\/inspectors","votes":"54","type":"x","order":"6","pct":9.05,"resources":[]},{"id":"31","title":"I'm thinking about retiring","votes":"65","type":"x","order":"7","pct":10.89,"resources":[]},{"id":"32","title":"I've decided to become a new inspector or marine surveyor.","votes":"60","type":"x","order":"8","pct":10.05,"resources":[]}] ["#ff5b00","#4ac0f2","#b80028","#eef66c","#60bb22","#b96a9a","#62c2cc"] sbar 200 200 /en/polls.html?id=7&task=poll.vote 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 ...