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: 

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The popular Residential Checkstyle form set packaged with standard editions of 3D software (or downloadable from the Bonus Downloads web page), comes preset with ratings boxes for various inspection items: OK, MM, RR to represent whether items are Serviceable or functional, Marginal/Maintenance needed, or Repair or Replace respectively.

Don’t like those ratings? No problem. They can easily be changed and adjusted to your own preferred Ratings system instead. How so?

Have you ever wondered how the Cover Image tab in the lower pane of the report writer works? If you are using content provided by 3D Inspection Systems, you normally just use the Cover Image tab in the lower pane of your inspection to quickly select a nice overall picture of the property you are inspecting. And it automatically prints on your report cover page.

How does the cover page know how and where to import your image? May you import it into other documents you use? How do you adjust the size of the printed image? Here’s what you need to know to set up or adjust documents to use the automatic cover image feature.

Over-zealous spam or email filters can inadvertently dump emails you want, even password resets or software deliveries or other important notices or replies. When subsequent resends or replies are dumped unceremoniously by your email, this compounds the problem of reaching you, and could affect your business. How can you “whitelist” emails you want to receive?

From time to time you may wish to provide supplemental materials that are not specifically part of your actual inspection report or findings.  Perhaps manufacturer installation instructions, safety handouts, special diagrams, or government brochures available in PDF, Microsoft Word, or some other format. Or possibly a series of additional photos taken at the inspection property that you chose not to include within the report itself.

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