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The Interactive Report

Matt Wheeler avatar
Written by Matt Wheeler
Updated yesterday

Palmtech Complete introduces a new Interactive Report that makes it easy for clients and agents to open and review the inspection report from any device, especially mobile phones. This report format is more user-friendly than traditional PDF sheets, allowing users to navigate sections effortlessly, view detailed images, and access extra information with just a click!

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Users can easily see the full report, check out pictures and videos (with zoom options), access any attachments and still view and download the classic PDF version. The report can be reshared with anyone, and the email template that's sent out with the report can be customized for specific messages.

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If that wasn't enough, clients and agents can directly contact you with questions or comments from within the report. Lastly, the layout lets users see or jump to specific sections within the report, and important findings are easy to read with clear comments, ratings, locations, and media.

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Palmtech Complete also introduces the Request List. The request list is a tool your clients and their agents can use to easily request repairs or credits based on your inspection findings. To read more about building a request list, follow this guide: What is the Request List?

If you have any questions about this process, please let us know! You can reach us by chat, email at support@palmtech.com, or phone at 888-736-2462

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