Getting started

Creating and managing your inspection agreements is easy in Palmtech Complete. You can add your own language or use the default agreement. You can have multiple agreements and can pick which services they are used for.

Create a personalized inspection agreement from scratch:

• Creating a new agreement

Learn how to edit an existing agreement:

• Editing an agreement

Delete an agreement you no longer require:

• Deleting an agreement

Link a provided service to an agreement:

• Assigning an agreement to a service

Inspection agreements can be sent out automatically:

• Agreement notifications

Creating a new agreement

1. From the portal Dashboard, click on your profile name and picture in the top right corner and then choose Settings
   
   
2. Within the Account Settings view, click on the Agreements button
   
   • If this is your first time using the Agreements feature a new window will appear with a legal disclaimer for using Palmtech's default agreement. To use the default agreement, please read and accept the terms and conditions in the disclaimer.
3. Create a new agreement by clicking the green Add new + button
   • The agreement will be editable within the on-screen document editor. All the common text edit options are available such as making text bold, changing its size, font, color, including links, indenting, creating lists, and more. To read more about the document editor, read its user guide.
   • The Insert placeholders window on the right allows you to quickly add placeholders to the agreement. Choose where in the document they'll go before clicking the placeholder to insert them. Read more about placeholders here: Placeholders
     

Editing an agreement

1. From the portal Dashboard, click on your profile name and picture in the top right corner and then choose Settings
2. Within the Account Settings view, click on the Agreements button
3. Find the agreement you wish to edit and click its name, or, click the Edit button to the right of the screen
   
4. Make the required changes to the agreement
5. Once finished, click the green Save Agreement button at the bottom of the screen

Deleting an agreement

1. From the portal Dashboard, click on your profile name and picture in the top right corner and then choose Settings
2. Within the Account Settings view, click on the Agreements button
3. Find the agreement you wish to delete and click the Delete button to the right of the screen
   
4. Confirm your choice in the pop-up window that appears

Assigning an agreement to a service

When creating a new service (Services are reached from within Settings by selecting the Services and fees option), a default agreement can be assigned to that service.

At the Add Service screen, use the Agreements associated with this service drop-down option to select the default agreement of your choosing.

Agreement notifications

Agreements can be sent out automatically using the Notifications section of the portal. To learn more about managing automated notifications visit the guide: Managing Automated Notifications