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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3D allows postal or zip codes to be imported for specific states or provinces in North America. By importing zip codes you can save time and energy when filling out new job information or adding new contacts. This feature is available for users located in the United States and Canada only. If you are not in the US or Canada, you may manually populate or manage items for autofill using Maintain > Postal Codes.

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!


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How has COVID affected your inspection or marine survey business?

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