Palmtech
Create
Log in
Sign up
Roadmap
Feedback
Feature Requests
Boards
Feature Requests
Powered by Canny
Feature Requests
Details
Category
Select a category
Showing
Trending
Sort
Trending
Top
New
Filter
Under Review
Planned
In Progress
Complete
posts in
All Categories
All Categories
Palmtech Report Writer (106)
Palmtech Template Editor (26)
Palmtech Portal (72)
Palmtech Complete (37)
Palmtech Mobile App (26)
Palmtech Report (25)
Mark as complete/send
Mark as complete should not auto send report {this should only let client know that the report is ready when payment is made and agreement is marked as signed - even if agreement and payment is collected outside of PTC program)
0
·
Palmtech Complete
1
Time duration
Remove mandatory time duration from "services and fees" (some extra services although charged separately are included already with home inspection time frame) and start and stop time should already be on a report
0
·
Palmtech Complete
1
Change of payment method
3
·
Palmtech Complete
4
Client's mailing address field
Can you add a field to collect the clients mailing address. The address is required in case a home inspector needs to place a lien on the property or to file a civil law suit
0
·
Palmtech Complete
3
Payment options
Instead of having to use the payment option provided through palm tech currently, it would be nice to have multiple companies that are available to choose from that are currently available example SQUARE
2
·
Palmtech Complete
2
Payment
I want to send a payment request manually instead of the system sending the payment request while booking the inspection.
0
·
Palmtech Complete
2
Client List
Peter Harwick has requested a section for clients as a list in order to edit the clients without having to select an inspection and edit the contacts affiliated. Feedback from Peter: Please pass along the following feedback. For $50 a month I would like to have more customizing tools for the reports and some integrations from the Palmtech 9 portal would be nice. Thanks
0
·
Palmtech Complete
2
Picture size
Would like my pictures bigger on the final report. When going over the reports with my clients we can barely see the picture.
0
·
Palmtech Complete
3
Client DOB
Can you add a line to request the clients date of birth. If a client doesn't pay. The date of birth can be used for debt collection
0
·
Palmtech Complete
1
Arrow or Circle colors
Would like the ability the select where my arrows or circle colors automatically match my definition colors
0
·
Palmtech Complete
1
Load More
→
Powered by Canny