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Palmtech Report Writer (106)
Palmtech Template Editor (26)
Palmtech Portal (72)
Palmtech Complete (37)
Palmtech Mobile App (26)
Palmtech Report (25)
Would like to be able to edit the service fees-
or have the option to have one with an adjustable amount. I don't like that I have to lock in the fees to the service because my fees change depending on the inspection
9
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Palmtech Portal
·
under review
40
Invoice
wants to create an invoice and send it out after the inspection.
1
·
Palmtech Portal
12
Inconsistent Services Cost Display
In the services section, some default costs are listed with cents ($200.00), and some are not ($200). Please list all with cents.
0
·
Palmtech Portal
4
Payment
Mark payment as paid in pc version
1
·
Palmtech Portal
·
planned
7
Record Payments
It would be helpful to have the Record Payment option available on the Portal too, not only on the app.
1
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Palmtech Portal
·
planned
9
Add the ability to require payment before a report can be viewed
Sometimes the report is not paid for by the client. The customer would like the ability to make the report not work if the payment is not received.
0
·
Palmtech Portal
5
Clients
There is a link for Agents, but we need a area to keep our clients. Some customers are repeat. I would like to be able to view and edit my client list.
0
·
Palmtech Portal
2
Client contact information export
When exporting client info from the Inspections section into an Excel spreadsheet, the phone number and email information is missing. It would be a huge help to be able to export that information for marketing, email campaigns, etc
0
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Palmtech Portal
1
A feature needs to be added so passwords can change after you log into the software. This is an industry standard. I have NOT seen developers design password changes the way you have it currently.
0
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Palmtech Portal
1
A feature needs to be added so passwords can change after you log into the software. This is an industry standard. I have seen developers design password changes the way you have it currently.
0
·
Palmtech Portal
1
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