Each month, we highlight a time-saving feature or tip here. You may also find some of the video archives helpful.
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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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Is Pocket PC Dead?
The reality is that a shift in consumer expectations has pushed PDAs used as 'standalone' devices into a future of limited life and usefulness. The current paradigm is now wireless, converged smartphones that are combined with PDA functionality and built-in cameras. So newer devices usually do what an old Pocket PC could do, plus even more.
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As you complete a narrative inspection report, you can easily add new inspection items and comments, replicate sections for repeated components or rooms, or adjust the labels for existing inspection items or areas of the report.
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Do you ever need to perform mathematical calculations while inspecting or reporting?
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Have you noticed the new tick box to the left of your subheading labels on your report writer screen?
It shows you visibly on the screen which fields have been "changed" as you inspect. This was requested by a number of inspectors, and can be quite a handy tool if you know how it may be used.
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Ever wish you could force a new page at a particular point in the middle of a narrative report or document?
Press CTRL+ENTER on your keyboard and that will add a manual hard page. Information after the break will print on a new page. This works in both report writer fields and in word processor documents such as summaries, cover pages, etc.
CTRL+ENTER is also a general windows keyboard shortcut for hard page breaks, so it also works in many other programs also, like Microsoft Word for instance. |
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