The majority of settings for Palmtech Complete are located in the Portal. However, the app has some settings available. You can find a quick introduction, and links to more in-depth guides, to each setting below.
The Palmtech Complete app contains a section of settings which can be used to change your account password.
- From the main app screen, tap the hamburger menu button in the top-left corner of the screen
- Tap Settings
- Tap Manage Account
The Settings, or Account Settings, menu allows for in-depth customization of your organization.
The Company Profile menu lets you keep your company information up to date. You can change your contact information and address, amongst other things. Lastly, you can also edit your Team information through this menu.
Payments is where you manage how to get paid. By default, it will take you to the calendar to setup a time to get payments set up.
Services and Fees
Services and Fees is the section to use when creating and modifying the services you offer along with their associated fees. This facilitates the inspection creation process as it lets you quickly choose the type of inspection/service you're creating.
The Team menu is used to edit the people that make up your company with access to Palmtech. All of their contact information can be edited along with choosing their role within the company.
The Agreements menu is where your company's agreements can be created or modified.
Billing Plan contains information regarding your Palmtech Complete purchases including your past billing history and your current plan.
The Report Settings section contains settings for the inspections reports Palmtech Complete creates for you. A logo can be uploaded and attached to the top left corner of each report page, or, your company name can be used instead. Lastly, the accent color for your inspection report can be selected from the available list of colors.