Each month, we will highlight a time-saving feature or tip here in this thread. So check back periodically, and may this year be more successful for you all than last.
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You've created your custom header for your inspection reports, but perhaps the report body is printing farther from your header than you would prefer. Learn how you may tweak your header and margin settings further to eliminate extra space between your header and report body... |
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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? |
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Have you ever wondered how the Cover Image button in the lower pane of the report writer works? If you are using content provided by 3D Inspection Systems, you normally just click the Cover Image button 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. |
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In an understandable attempt to eliminate annoying spam, over-zealous email filters can often inadvertently dump emails that you want to receive, including newsletter subscription requests or important emails or replies that you requested. Even 3D Inspection System users occasionally contact us saying they never received a recent software subscription or reply to a question they sent us. When subsequent resends or replies back are also dumped unceremoniously by their email, this compounds the problem of reaching them. How can you “whitelist” emails you want to receive? |
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Did you know you may automatically merge images/photos from report fields you mark for summary into your final summary documents along with your comments? You may also use summary preferences to specify other information to include, like form and heading labels. |
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From time to time you may wish to provide supplemental materials that are not specifically part of your actual inspection report or findings. You may wish to include manufacturer installation instructions, safety handouts, special diagrams, or government brochures that are available in PDF, Microsoft Word, or some other format. Perhaps you have a series of additional photos taken at the inspection property that you chose not to include within the report itself. Or maybe you prefer to forward your association Standards of Practice without cluttering or bulking up the main report itself. |
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Inspectors normally have a certain way of inspecting a property, and order by which it is done. But for final presentation purposes, you may wish to organize your findings slightly differently, such as by subject, component, or system. |
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You’ve collected valuable contacts and other data in Office Management, spent time customizing your report forms and documents. And you must preserve inspection reports for legal purposes until the statute of limitations runs out.
Backup! Backup! Backup! But how? How should backup CDs or DVDs be stored to maximize your chances that they will be useful later when needed? And how does one restore customized data into 3D if needed? It’s easier than you think. |
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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. |
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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, so conveying appropriate and accurate information is crucial. Simply including photos of major or hard to describe findings certainly adds much to your report presentation, but you can 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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