Tips and Tricks

Learn about time-saving features or tips here.  Find additional tips on our Video Channel and Get Started resources.

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You may wish to pre-print a contract or inspection agreement to take with you to the inspection or email it to your client before the inspection is performed. It’s easy to use 3D Inspection System’s built-in features to automatically merge the document with the appropriate client and site information at print or email time.

You’ve collected valuable contacts and other data in Office Management, spent time customizing your report forms and documents. It's also a good idea to preserve inspection reports until the statute of limitations expires.

Backup! Backup! Backup! But how? How and where should backups be stored? And how does one restore data into 3D if needed? It’s easier than you think.  And do it now!

Since Report Writer inspection report files can take up room over time, particularly when lots of images or attachments are included, some inspectors may wish to periodically remove older ones from their hard drive to save space or simply to make future full data backups from their 3D program faster and smaller.


Note: Before deleting any data files we recommend using Office Management File > Backup All Files option to back up all existing data as a precaution. You should be making regular backups periodically. See our prior Tips article on  Safeguarding your important inspection data.

We’re all familiar with the adage “A picture says a thousand words”. Your inspection findings influence your client’s confidence in one of the most significant purchases they may ever make. Simply including photos of major or hard to describe findings certainly adds much to your report presentation, but you may take it a step further. Highlight observations using arrows, circles, and similar tools, and clarify your findings by enlarging image areas or including labels. Do all this easily and quickly using tools built right into your powerful 3D Inspection System software.

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How has COVID affected your inspection or marine survey business?

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