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How to Add, Remove, or Change Templates (App)

Matt Wheeler avatar
Written by Matt Wheeler
Updated today

Palmtech Complete includes the option to have inspection reports with more than one template in them. This allows you to have a report that includes several types of inspections.

Add additional templates to an existing inspection

In the app, from the main inspection view, navigate to the bottom and tap the + Add another option from the Templates section. Select the templates you want to include in your inspection and then tap the blue Done button.

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If you want to remove a template you simply need to uncheck the already selected template

Using the templates during an inspection

To view the additional templates that were added to the inspection simply scroll down at the main inspection screen.

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Visualizing the templates within the final inspection report

The different templates/reports created for a customer are neatly visualized, for easy switching, between one another on the left side of the inspection report.

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For a Guide on how to to Add, Remove, or Change Templates in the Web Report Writer click Here

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.

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