Getting started
Palmtech Complete uses special keywords in its document editor that serve as "dummy data" for the real data that will be inserted later, these special keywords are called placeholders.
For example, you can use placeholders like {{Property Address}} or {{Company Name}} in the document editor. Palmtech Complete will then automatically replace the placeholders with the real property address and company name when the text is processed and sent out to your customer.
Placeholders help make messages or documents more personal and can help you save valuable time.
The real data that replaces placeholders is automatically pulled from various sources related to the inspection. For example, the inspector's contact information, the address of the property, the inspection company's name, and the agreement that was sent out. Placeholder names make it easy to identify what information will be filled in later.
Placeholders while creating a template:
What the receipient of the notification sees:
Placeholders
In the list below, you can find the available placeholders and their usage/meaning:
|
Company Name |
Your company name as listed in Company Profile |
|
Company Address |
Company address as listed in Company Profile |
|
Company CSZ (City, State, and ZIP) |
City, State, and ZIP Code as it appears in Company Profile |
|
Company Phone |
The phone number listed in Company Profile |
|
Company Email |
The email address listed in Company Profile |
| Company Website | The URL listed in Company Profile |
|
Property Address |
The street address of the inspection |
|
Property City |
The city the inspection is in |
|
Property State |
The state/province the inspection is in |
| Property ZIP | The ZIP/Postal Code the inspection is in |
| Property CSZ (City, State, and ZIP) | A combination of the city, state, and ZIP the is in |
| Total Cost | The total cost of the service provided as defined when scheduling the inspection |
| Current date and time | The time and date at the moment the communication is sent out |
| Receipt URL | A link to the receipt for payment for the inspection |
| Payment URL | A link to the payment processor where payment can be provided |
| Agreement URL | A link to the inspection agreement |
| Report URL | A link to the interactive web report for the inspection |
| Inspection Time | The time the inspection was scheduled for |
| Inspection Date | The date the inspection was scheduled for in short format. e.g. 01/01/2023 |
| Inspection Long Date | The date the inspection was scheduled for in long format. e.g. Sunday January 1st 2023 |
| Inspection Minutes | The length of the service as specified in the details of the service provided |
| Inspection Services | The name of the service as specified in the details of the service provided |
| Inspection Amount Due | The total sum due for the services provided |
| Inspection Amount Paid | The current amount which has been paid for the service |
| Client Name | The client's name as specified in the inspection |
| Client Phone | The client's phone number as specified in the inspection |
| Client Email | The client's email address as specified in the inspection |
| Buyer Agent Name | Name belonging to the buyer's agent |
| Buyer Agent Phone | The buyer's agent's phone number |
| Buyer Agent Email | The buyer's agent's email address |
| Seller Agent Name | Name belonging to the seller's agent |
| Seller Agent Phone | The seller's agent's phone number |
| Seller Agent Email | The seller's agent's email address |
| Inspector Name | The name of the inspector who performed the service |
| Inspector Phone | The phone number of the inspector who performed the service |
| Inspector Email | The email address of the inspector who performed the service |