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Software Learning Courses

Learning Courses

We've put together a series of learning courses that are designed to help you become an expert on various aspects of the Palm-Tech program.

Below is a list of the courses available, a description for what is covered in each, and approximately how long it will take to work through it.

Using the Palm-Tech App

(30 Minutes)

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This course covers using the Palm-Tech App for the iPhone, iPad, and Android Phones and Tablets. Topics covered are:

  • Basics of entering information
  • Adding pictures to inspections
  • Reviewing inspections
  • Adding markups to pictures
  • Making changes to inspections
  • Using voice recognition
  • Collecting electronic signatures

Using Palm-Tech on a PC 

(30 Minutes)

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This course covers using Palm-Tech on a PC. Topics covered are:

  • Basics of entering information
  • Adding pictures to inspections
  • Reviewing inspections
  • Creating and emailing PDFs
  • Entering cost estimates
  • Adding markups to pictures
  • Adding disclaimers

Customizing Your Templates

(30 Minutes)

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This course covers how to customize and create your own templates. Topics covered are:

  • Adding/deleting/rearranging the order of lines
  • Adding/deleting/rearranging the order of categories
  • Saving changes you make to create a new template
  • Editing rating sets
  • Working with dropdown lists on a PC
  • Working with dropdown lists on the app

Customizing the Report Look

(25 Minutes)

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This course covers how to customize the way the reports you create look. Topics covered are:

  • Adding cover pages to reports
  • Adding in your company logo
  • Creating checklist, narrative or something in between reports
  • Changes fonts
  • Changing section headers, color schemes and additional options
  • Moving custom print settings to the app

Using the Cloud Drive

(20 Minutes)

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This course covers using the cloud drive. Topics covered are:

  • What is the cloud drive?
  • Basics of using the cloud drive
  • Cloud drive best practices
  • Moving templates from a PC to the app
  • Moving libraries from a PC to the app
  • Moving inspections from the app to a PC
  • Deleting Files on the Cloud

Miscellaneous

(25 Minutes)

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This course covers some miscellaneous functions/processes that will help you round out your knowledge of the program. Topics covered are:

  • Combining multiple inspection files
  • Backing up program data
  • Setting defaults on a PC
  • Adding diagrams on a PC
  • Reinspection
  • Shell overview
  • Changing App Icon/Button Colors
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