The Inspection Support Network

Palmtech - Getting Started

How to set up basic company settings

How to write and deliver reports in the app

Setting up payments

How to schedule an inspection

Two Minute Overview

How to set up agreements

How to Set up your Account Video

Palmtech Webinar

Overview of using key features

What's new and cool in Palmtech – May 2024

How to edit inspection templates

Starter Videos

Portal Metrics

Agents

How do I log into Palmtech?

The Palmtech Portal

Settings

Managing Teams

Logo, Billing, Contact information and Inspector profiles

Company Profile

Creating services for different price points

Enabling Payments

Portal Calendar

Portal Inspections

Portal Dashboard

Basics

Subscribing to Palmtech 1.0

How do I sign up?

How to get Palmtech

Desktop and Mobile devices available for Palmtech

What devices work best with Palmtech?

Take a look at what Palmtech Complete can do and why inspectors choose it; perfect if you don’t use Palmtech yet or haven’t just signed up.

Thinking About Getting Palmtech? Start Here

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

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

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

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.

Prototype role-limiting follow-up

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

Prototype getting-started answer

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

Prototype integrations answer

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

Prototype invite-team answer

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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