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!

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.

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:

"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.


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How has COVID affected your inspection or marine survey business?

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