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Installing Palm-Tech on a New Mobile Device

Installing Palm-Tech on a New Mobile Device

Date Written: 12/5/2019

This time of year many home inspectors are getting new phones and/or tablets that they’ll want to use Palm-Tech on. Setting up Palm-Tech on a new mobile device is easy to do and this article will walk through how this is done.

Install the app - First you need to go to the Apple App Store (iPhone/iPad) or the Google Play Store (Android) and search for 'Palm-Tech'. Once you see the app, tap on it and install it.

License the app - Open the app once it is installed. You'll be prompted to enter your username/password to continue. This is where you'll enter the username/password you received from Palm-Tech when you first purchased the program. You can find this in a few spots including:

  • Your original setup email from Palm-Tech
  • If you have Palm-Tech on another mobile device then you can open the app and go to ‘Settings’
  • If you have Palm-Tech on a PC then you can open the program and go to the Support tab (lower left corner) and then click on Get/Reset License

After entering your username/password a screen will appear asking you to input the ‘Inspector Name’ that is in the license. Enter this information and if you agree to the 'End User License' tap on the box and tap on 'Finish' to continue.

NOTE: It will say that the inspector name is incorrect until you have entered the complete name.

Get key files on the app - Now that the app is installed and licensed, the last thing to do is to make sure you have your template(s) and dropdowns on it. You can do this by going to 'File Manager' at the top of the Open/New screen. Here you can tap on 'Look in Cloud Drive' to see the files on your cloud. Simply download your templates and libraries as needed. If you do not see these files then you will first need to upload them from another device that has them. Here are two documents that show how this is done:

Moving a Template
Moving a Library

You should now be all set! Here are a few more things to keep in mind when setting up a new device:

  • You aren’t limited to how many devices you use Palm-Tech on. This means if you get a new mobile device you can still keep Palm-Tech on the old one and use it as a backup device in case something happens to the new one.
  • The first time you do an inspection on a new device be sure to check that you have everything you need before you are in the field. A good way to do this is simply to start a new inspection to make sure your template is there and then spot check a few dropdowns to make sure you’ve moved your library over correctly.
  • Be sure to give the Palm-Tech app the permissions it needs to function properly. For example, if you open the app and it asks if you give the app permission to access your camera tap ‘Allow’. If you don’t allow it then you won’t be able to take pictures in the app.