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Feature Requests
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Palmtech Report Writer
Palmtech Template Editor
Palmtech Portal
Palmtech Complete
Palmtech Mobile App
Palmtech Report
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Palmtech Report Writer (96)
Palmtech Template Editor (19)
Palmtech Portal (65)
Palmtech Complete (25)
Palmtech Mobile App (25)
Palmtech Report (19)
Email Header Image
Need to be able to remove or edit the image that appears in the Notification email.
3
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planned
8
online scheduler I can embed on my website? Without it, I am very hesitant to switch to the complete version.
wants to be able to add a scheduler to his website- possible dealbreaker
7
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planned
27
Add clients without phone numer
While we almost always have an email address for a buyer to send them their report, we almost never have a phone number because it is often the buyer's agent that contacts us to set up the inspection.
1
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planned
15
Notifications
Add a reminder notification option to send a reminder to clients and agents 24 hours before the inspection
1
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planned
1
Start inspection in PTC without adding a client.
I do not always have the client information when I am booking an appointment. I would like the option to skip adding the client until that information is provided.
1
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planned
8
Ability to send follow up emails after inspection
We would like to be able to send a "How did we do?" email where we can put a link to get reviews and feedback.
2
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planned
5
Payment
Mark payment as paid in pc version
1
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planned
6
Ability to send a receipt
Make an easy way to send clients a receipt when an inspection is marked paid whether paid through the system, cash, check, Venmo, etc...
2
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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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planned
8
Switch between inspections from inspection instances
What I mean is, instead of clicking on "Inspections," opening one, then having to back out to go back to "Inspections" to open another one, be able to click a next and previous button to be taken to the next in the sequence (I imagine by date).
1
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planned
1
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