Palm-Tech

What happened to Components?

Basics of Using Palmtech V9

How to log into the Palmtech V9 Portal

How to add videos to your Reports using Palmtech V9

How to copy your Library from your PC to the Palmtech Plus App

How to use Voice Recognition in the Palmtech Plus App

How to collect an Electronic Signature on the Palmtech Plus App

How to start a new inspection in the Palmtech Plus App

How to Schedule an Appointment in the V9 Portal

How to add Pictures to a Report using Palmtech V9

How to email a Report to a Client using Palmtech V9

Reset your inspection file location

Where to find your username and password for Palmtech V9

Matt Wheeler

Basics

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Create your workspace and invite the people you work with.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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