Palm-Tech

Matt Wheeler

Aura Mendoza

Guides on How to use the Palmtech Complete Portal

Palmtech Portal

Add licences, Cancel or reactivate your account.

Managing your subscription

Resetting your password

How to add more inspectors to your license in the Palmtech Portal

How to add your company logo

Using ISG with Palmtech

Getting Started & Account Management

Scheduling Inspections in the Portal

How to switch an inspection from Draft to Scheduled

How to reschedule an inspection on the Palmtech Portal

Portal Inspections - Detailed view

Services

Managing Automated Notifications

Scheduling & Managing Inspections

Adding more than one inspector to an inspection

Add Multiple Inspectors to an inspection using the Palmtech Portal

How to add more than one client to an inspection

How to add more than one agent to an inspection

Edit an inspection's contact(s)

Contacts, Clients, Agents & Inspectors (Per‑Inspection)

Add inspector signature to agreements in the Palmtech Portal

How to resend an inspection agreement (Palmtech Portal & App)

Document Editor

Inspection Agreements

Information placeholders

Agreements, Documents & Templates

Find answers and get help from Intercom Support and Community Experts

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