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Reviewing Your Report on the App

Reviewing Your Report on the App

Date Written: 7/4/2019

There are several ways to review an inspection while using the Palm-Tech app. Some of these can be helpful to use with your client to recap the key findings while others (like Completeness Check) are designed to be used by you as the inspector.

Below is a look at the different ways we can review an inspection:

Summary Review - The Summary Review option allows you to see in one spot all items that were marked with a rating that a summary is created for. With the standard ratings this will be all items that are marked Marginal or Defective. When you tap on the 'Summary Review' icon it will list all the summary items and break them into sections based on each rating. When you select an item, it will show the description you entered, any notes you typed in, as well as, any pictures that were added to the line. You can switch from item to item by tapping on the 'Previous' and 'Next' buttons, or you can simply tap directly on the item you want to review. This tool is great for reviewing issues on-site with your client or simply doing a final run through of the issues yourself.

Completeness Check – The Completeness Check option allows you to see a list of every line in the inspection that has not been completed. This helps give you confidence that you didn’t forget to fill something out. You can simply tap on the line to go straight to it and then fill out the necessary information to complete it. Once complete, you can tap 'Back' which will take you back to the list of other lines that need to be filled out.

Picture Review - The Picture Review option allows you to review all of the pictures added to your inspection. By tapping on the Previous and Next buttons you can quickly scroll through all the pictures in the inspection. This can be helpful to go over with your client or on your own.

Create the PDF - You can also review the inspection by creating the PDF and looking through it before you send it to your client. This will allow you to see exactly what your client will see.

 



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