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.
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.
Web Report Writer
In the Web Report Writer select the report you're working on, then tap the ellipsis (ยทยทยท) in the top right corner of the screen, and finally select the Add template option.
Choose the templates you want included in your inspection and then tap the blue Continue button.
Using the templates during an inspection
To view the additional templates that were added to the inspection scroll down the Report section on the left side of the screen. Templates will have the icon next to their name.
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.