Palmtech Complete includes the option to have inspection reports with more than one template in them. This allows you to have a report that includes several types of inspections. A common example of this would be an inspection that includes an ancillary service such as a Mold or Sewer inspection.
Getting started
Schedule a new inspection with several templates
Add more templates to an existing inspection
Viewing the additional templates added for an inspection
Create an inspection with multiple templates
With Palmtech Complete creating an inspection with several templates is simple and easy!
When scheduling a new inspection, use the Add Templates section to add the templates you want to use with your inspection. The templates will be available for use at the time of the inspection.
Add additional templates to an existing inspection
An existing, or ongoing, inspection can have additional templates added to it with ease. This may come in handy if your client decides to add an ancillary service to their home inspection.
App
In the app, from the main inspection view, navigate to the bottom and tap the + Add another option from the Templates section. Select the templates you want to include in your inspection and then tap the blue Done button.
Using the templates during an inspection
To view the additional templates that were added to the inspection simply scroll down at the main inspection screen.
Visualizing the templates within the final inspection report
The different templates/reports created for a customer are neatly visualized, for easy switching, between one another on the left side of the inspection report.