Palmtech makes it very easy to email reports to your clients. This article will walk you through this process for both the PC version and the Mobile app.
Emailing from the App
- When you are ready to email the inspection, tap the envelope button on the navigation bar to go to the ‘Email’ view.
- On the ‘Email’ screen, tap ‘Publish and Deliver Report’ to send an email to your client.
- On this screen, you can enter the email address you want to send the report to as well as enter a message for the email body. Tap the first dropdown list to select your email, the client’s email, or the agent’s email. The second dropdown will bring in a preset message to save you time.
- Once the email address and message are entered, tap ‘Send Now'.
- The inspection will first be uploaded and then another box will appear letting you know the report is being published.
- When the process is complete you will see a pop up on the screen asking if you’d like to review your published inspection. Tap ‘Yes’ to review the HTML link.
- The app will take you to your published report where you can review what your client will see when they follow the HTML link sent to them. You can access the full PDF of the report by tapping on the ‘PDF’ tab.
Emailing from a PC
- When you are ready to email the inspection on the PC, click the HTML button on the toolbar to send your report.
- The next screen that will appear will be the Cover Sheet Data. On this screen, you can locate your cover photo if you haven't already added it and then click on 'Continue'.
- You will see a Progress Bar that says 'Transmission in Progress' while the HTML is being created.
- You now will get the option to 'Review', 'Send' or 'Nothing'.
- If you choose 'Review' it will open your browser and take you to your published report where you can review what your client will see when they follow the HTML link sent to them. You can access the full PDF of the report by tapping on the ‘PDF’ tab.
- After reviewing your HTML report, go back to Palmtech and you will see a window that says 'Do you want to send a notification email now?' Click 'Yes'.
- You will now see the 'Send E-Mail' window. Click on 'Send'.
- A notification will appear that lets you know your email has been sent.
This video will walk you through the steps to email your report from a PC.
This video will walk you through emailing your report from the mobile app.