This article includes a quick video tutorial that walks you through how to set up agreements in Palmtech. Agreements are an important part of your workflow, helping you clearly define your services, terms, and client expectations before an inspection is performed.
Properly configuring your agreements can also help streamline your process, improve professionalism, and ensure you are collecting the necessary authorizations from your clients.
In the short video below, you will learn the basic steps to create, customize, and activate agreements within Palmtech. The tutorial is designed to be simple and practical, making it easy to follow whether you are new to the system or just need a quick refresher.