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Palmtech Report Writer (102)
Palmtech Template Editor (28)
Palmtech Portal (65)
Palmtech Complete (32)
Palmtech mobile app (24)
Palmtech Report (23)
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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Palmtech Portal
·
planned
13
Edit Clients
I would like to edit my clients information without having to schedule an inspection.
2
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Palmtech Report Writer
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planned
8
AI Comment Writer in the Template
It would be great to have the AI comment writer available in the template and not just in the report writer.
1
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Palmtech Template Editor
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planned
3
Fix the auto page breaks or have the option to edit them manually.
The page breaks are not well done, he emailed me a report with examples where it info from a same line and other examples.
2
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Palmtech Report Writer
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planned
6
Summary Page
I would like to be able to customize the Summary Page. I would like the Summary Page to be like the Inspection Overview in the app. All the Defects together, all the Needs Repair to be together. This is an awesome list, and how I'd like my summary page be set up for the client/realtor. Thank you
1
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Palmtech Report
·
planned
7
Email Header Image
Need to be able to remove or edit the image that appears in the Notification email.
3
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Palmtech Portal
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planned
9
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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Palmtech Portal
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planned
10
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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Palmtech Portal
·
planned
17
Dark mode
A dark mode for the app would be helpful
2
·
Palmtech Mobile App
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planned
4
Copy/paste option for category
a way I can clone my lines easily on the app
18
·
Palmtech Template Editor
·
planned
24
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