We understand that selling or buying a home often involves more than one client. With Palmtech Complete, you can easily include all the necessary clients in your inspection process.
Follow these steps to add additional clients to an inspection:
During the scheduling of your inspection, when you reach Step #3, you'll have the option to add your client’s details
If you need to include another client, simply click the Select Client option again and select the additional client
To create a new client from this screen, click the green + Add New button
Then fill in their details
Once you're done, just click or tap on Next.
For an in-depth guide on scheduling an inspection from scratch, follow this guide: Scheduling Inspections