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


 

Most content included with various 3D Inspection Systems products includes handy shortcut links in the Actions pane to instantly attach summaries, agreements, and other types of documents to inspection reports using a single click, as well as Actions to easily access the master documents for editing or adjustments. You may wish to create or add your own Actions for new documents you create.

Duplicate contacts may be rare, since one may locate and attach a previously used contact whenever adding contacts to new jobs, for instance an agent whom you've worked with before.  Also one might deliberately need to create a separate contact for someone who shares the same name, but is a different person or contact.

However if contacts were imported from another source, came from a previously converted database, or somehow were added again accidentally, you may manage your contacts to combine any duplicates you notice of the same individual.  The combined contact will remain attached to the prior jobs.

Generally you’d want to include Office Management Fields in your master document templates used for each inspection so that your job and client information from Office Management can simply import or merge automatically into your attachments whenever needed.  Although most documents that come with your software would already be set to merge the most popular information, you may wish to adjust these documents or create new ones.

Your Job Details tab is handy for collecting other property information while booking your job.  Some popular fields are already set up when you initially install the software.  What if you don't use some of those or need others not present?  Or want to add selections to your fields.

Search

download buttons

Poll

How has COVID affected your inspection or marine survey business?

627088146 [{"id":"25","title":"Has remained slow the entire time","votes":"14","type":"x","order":"1","pct":10.61,"resources":[]},{"id":"26","title":"Started slow, but ramping up now","votes":"10","type":"x","order":"2","pct":7.58,"resources":[]},{"id":"27","title":"Business remained steady","votes":"22","type":"x","order":"3","pct":16.67,"resources":[]},{"id":"28","title":"Busier than ever","votes":"48","type":"x","order":"4","pct":36.36,"resources":[]},{"id":"29","title":"Expanded or planning to expand my business\/inspectors","votes":"6","type":"x","order":"5","pct":4.55,"resources":[]},{"id":"30","title":"Reduced or planning to reduce my business\/inspectors","votes":"5","type":"x","order":"6","pct":3.79,"resources":[]},{"id":"31","title":"I'm thinking about retiring","votes":"16","type":"x","order":"7","pct":12.12,"resources":[]},{"id":"32","title":"I've decided to become a new inspector or marine surveyor.","votes":"11","type":"x","order":"8","pct":8.33,"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 ...