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Cover Pages and the App

Cover Pages and the App

Date Written: 1/22/15

With the Palm-Tech app, you are able to complete your entire inspection report and email it to your client all from your mobile device. For the many inspectors that include a cover page with a photo of the house in their reports, you'll need to make sure that you have everything setup to be able to do this.
There are two important steps for this which are discussed below:

  1. The first step is to make sure that you have checked the option to have a cover page added to your reports in Print settings on the PC and then that you've uploaded those Print Settings to your cloud drive. You can easily do this by opening Palm-Tech on your PC, getting into an inspection and then going to the 'Settings' tab. From here, check the option for 'Print a cover page at the beginning of each report'. You can then go into 'Cover Page Setting' to setup the cover page the way you want. When finished, go back to the 'Edit Inspection' tab and you will be asked if you want to send your Print Settings to your cloud drive. Click 'Yes' and then the reports your create with the app on your mobile device will use the updated settings that have a cover page added.

  2. The second step is to get the picture for your cover page on the app. You'll need to have this option turned on in 'Settings' to be able to do this. From the main screen of the app, you can access 'Settings' by tapping on 'Settings' button in the top right corner of the screen. Here you will see an option that says 'Take Cover Page Photo'. With this option checked, you will have a category called 'Cover Page Photo' at the top of your category list when you have an inspection open on the app. When you tap on the category you will have the option to edit the property address information that shows up on the cover page, add a photo from your camera roll/gallery or take a new picture with your device's camera.
    Once you follow the steps above you will be all set with creating your final reports from the app with a cover page.