Scheduling through the app
Tap the blue New Inspection button at the bottom of the screen
2. A new Create new order window will appear with five different sections to fill out
Basic Information requires the date for the inspection, a time, and the Inspector who will be fulfilling the request
Property Details is used to populate the address where the inspection will be done
Client Details is where the name of the client is added. If the inspection is for a new client, the blue Add another client + button can be used to create a new client
Agent Details requires the name of the buyer's and/or seller's agent. The blue Add another buyer's/seller's agent + buttons can be used to add the details of the agent if they don't yet exist. Note: This section can be skipped if there are no agents involved by tapping Next
Finally, the last step is to add the Services being done during the inspection. You can choose from your list of inspection templates and agreements. You can also add any extra charges or discounts. You can do this by using the Add custom charge and Add discount buttons at the bottom of the screen.
3. Once you've finished filling out all the sections, you can save the inspection as a draft to use later, or you can schedule it right away.
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