Tips and Tricks

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

 

Office Management is your job information secretary, provided to collect contacts like clients and agents, and inspection site information associated with booking your jobs.

Office Management is designed to eliminate double-entry, so client and job information can automatically merge into inspection report headers, footers, cover pages, and other attachments like summaries and contracts.  Enter it once, merge it elsewhere automatically!

Read more: Import Office Management details into inspections

Office personelle may find it convenient to easily see inspector assignments or reschedule jobs to assign them to different dates or inspectors while viewing booked jobs on a graphical-style calendar.  This option is included in Premier editions of the software.

Read more: Visual calendar schedule

When an inspection is open in the desktop Report Writer, main Form sections have quick access 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:

Read more: Navigating and Entering Comments

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

Read more: 3D Mobile Inspector

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How has COVID affected your inspection or marine survey business?

Total votes: 132
1054342278 [{"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 ...
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