This guide will help you resend an agreement that was previously sent to a customer. You might need to do this to gently remind them to sign, or to provide a new copy if the original email was misplaced.
Resending an agreement from the portal
From the Inspections menu within the portal, choose the inspection which has the agreement you need to resend
Within the Inspection Details page, scroll down to find the Agreements section of the inspection
To view the agreement that was sent to the customer, click the file name in blue letters. DefaultAgreement.pdf in the example below
To resend the agreement, tap the green Send to client
Resending an agreement from the app
From the Inspections menu within the app, choose the inspection which has the agreement you need to resend
After selecting the inspection, scroll down to find the Agreements section.
From here you can view the agreement that was sent to the customer, and/or resend the agreement using the Send to Client button
Select the agreement you need to resend, in case more than needs to be resent it can be done by checking the box next to its name.
Then tap the blue Send button
If you have any questions about this process, please let us know! You can reach us by chat, email at support@palmtech.com, or phone at 888-736-2462.