You can choose between multiple layout styles and control exactly which sections or fields appear in the report. Changes update instantly in preview, allowing inspectors to see how their report will appear before sharing it with clients and agents.
It includes two core capabilities:
Layout Style Selection – Choose how information is visually organized
Show/Hide Controls – Decide exactly which details appear in the report
Providing flexibility to tailor reports based on audience, brand positioning, and business preferences.
Each layout can include structured “cards” containing the following information (based on visibility settings):
Inspector Information
Primary Inspector details (with optional photo)
Secondary Inspector details (optional)
Company information
Contact information (phone, email, website)
License number
Call-to-action: Send Us a Message
Value:
Allowing you to showcase credentials, licensing, and contact details reinforcing trust and making follow-up easy for clients and agents.
There are two styles that may be selected to display the desired information:
Style 1: 3 Column
For those who prefer a traditional, information-rich presentation.
This first style choice uses a structured, card-based layout organized into rows of three columns, followed by full-width panels for additional sections.
This Layout Includes
Top Section (Card Layout):
Primary Inspector (optional)
Secondary Inspector (optional)
Client(s)
Buyer’s Agent
Seller’s Agent
Property Details
Below the Cards (Full-Width Panels):
Additional Information (inspection date, weather, utilities, etc.)
Services & Payment Summary
Cards automatically adjust and wrap based on what sections are enabled, maintaining a clean, balanced layout.
Style 2: 2 column
For those who want a modern, side-by-side presentation.
This style organizes information into a two-column layout, creating a more contemporary look and feel.
Here is a quick breakdown:
Left Column:
Primary & Secondary Client
Property Details (displayed in compact cards, with “View All” option if expanded)
Additional Information
Services
Right Column:
Primary Inspector
Secondary Inspector
Buyer’s Agent
Seller’s Agent
Property details are displayed in smaller cards for a streamlined visual experience.
Visibility Toggles – Full Control Over What Appears
In addition to choosing a layout, inspectors can control exactly which sections and data fields appear in their reports.
Changes apply only to newly generated reports.
You can choose turn entire sections on or off, including:
Primary Inspector
Secondary Inspector
Primary Client
Secondary Client
Buyer’s Agent
Seller’s Agent
Property Information
Additional Information
Services
Giving you the ability to hide or show elements will allow you to:
Control over privacy and compliance
Flexibility based on market preferences
Ability to emphasize credentials or simplify presentation
A way to tailor reports for different audiences
If you have any doubts or questions about these options, please let us know!
You can reach us by chat, email at support@palmtech.com, or phone at (888) 736-2462.