The Inspection Support Network

Guides on How to use the Palmtech Complete Portal

Palmtech Portal

Using ISG with Palmtech

How to add your company logo

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

Resetting your password

Add licences, Cancel or reactivate your account.

Managing your subscription

Getting Started &amp; Account Management

Managing Automated Notifications

Services

Portal Inspections - Detailed view

How to reschedule an inspection on the Palmtech Portal

How to switch an inspection from Draft to Scheduled

Scheduling Inspections in the Portal

Scheduling &amp; Managing Inspections

How to add more than one agent to an inspection

How to add more than one client to an inspection

Adding more than one inspector to an inspection

Add Multiple Inspectors to an inspection using the Palmtech Portal

Edit an inspection's contact(s)

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

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

Inspection Agreements

Information placeholders

Document Editor

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

Add inspector signature to agreements in the Palmtech Portal

Agreements, Documents &amp; Templates

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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.

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

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

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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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Palmtech Portal

Getting Started & Account Management

Scheduling & Managing Inspections

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

Agreements, Documents & Templates

Palmtech Portal

Getting Started &amp; Account Management

Scheduling &amp; Managing Inspections

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

Agreements, Documents &amp; Templates

Getting Started & Account Management

Scheduling & Managing Inspections

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

Agreements, Documents & Templates