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Home Inspection Software FAQ

Below are the answers to some of the most commonly asked Palm-Tech Home Inspection Software support questions.

The questions below are broken up into two sections, with FAQs about the app at the top and FAQs about PC version at the bottom.



App Specific FAQs

  1. Q: How do I install the Palm-Tech app to my mobile device?
    A: On your mobile device, open the Apple App Store or Google Play Store and search for 'Palm-Tech'. From here you can download and install the app.

  2. Q: How do I copy my library from my laptop/desktop to the app?
    A: You will need to upload your library to your cloud drive using Cloud Drive Management. Then go to File Manager on the app and download the library. See the tutorial on Moving Your Library to the App for more information.

  3. Q: How do I copy a template from my laptop/desktop to the app?
    A: After you click on Tools->Save as Template in Palm-Tech on your laptop/desktop, you will be prompted to send the template over to your cloud drive. Once the template is on your cloud drive, you will need to go to File Manager on the app and download the template to the app.

    You can also upload the template in Cloud Drive Management on the laptop/desktop. See the tutorial on Moving a Template to the App for more information.

  4. Q: How do I email my report to my client when using the app?
    A: On the 'Choose Category' screen tap on the 'E-mail' button from the toolbar. This will turn the open inspection into a PDF and then email that PDF to your email. From there, you can open your email and forward it to your client. Watch a tutorial on Emailing an Inspection Report from the App for detailed instructions.

  5. Q: Do you recommend the iPhone/iPad or Android devices?
    A: The app is going to run the same on both types of devices. The key will be to find a device that works best for you and the way you inspect. Check out our hardware flexibility page for more information about hardware options.

  6. Q: Can I take pictures with my device and have them added directly into the report?
    A: Yes! You have the option to take a picture on any line item in the report and the photo will be instantly added into the inspection file.

  7. Q: How do I review my inspection on the app?
    A: You have several options for reviewing your inspection on the app including a 'Summary Review' and a 'Picture Review'. You can access both of these from the toolbar on the 'Choose Category' screen. You can also turn your inspection into a PDF and review the final report as a PDF in your email by tapping on the 'Email' button. Read through the How To on How To Review Your Inspection on the App for detailed instructions with pictures.

  8. Q: Can I use voice recognition with the app?
    A: As long as your mobile device supports voice recognition, you can use it in the Palm-Tech app.

  9. Q: How do I move files from my phone/tablet to my desktop/laptop?
    A: You will use your Palm-Tech cloud drive to move files back and forth.

  10. Q: I can't get my username and password to work, what am I doing wrong?
    A: In most cases it is just being entered incorrectly. Both the username and password are case sensitive, so be sure to type it in exactly as it appears in the setup email you received from us.

  11. Q: Do you have to have an internet connection to use the app?
    A: No. You will need an internet connection to access your cloud drive, including downloading or uploading an inspection, but you don't need an internet connection to gather data for your inspection report.

  12. Q: Can I take my cover page picture with the app?
    A: Yes! There is an option in Settings to take a cover page photo with the app.

  13. Q: How do I change the font size on the app?
    A: You can change the font size on the app (as well as the line height) to be larger and smaller. To do this tap on 'Settings' from the right side of the toolbar on the 'Choose Category' screen. On the Settings screen you will see an option for 'Font Size' and 'List Item Height Adjustment'. You can change them as desired. Read through the How To on How To Adjust Font Size on the App for detailed instructions with pictures.

  14. Q: How do I collect an electronic signature on the app?
    A: To collect an electronic signature on the app you first must have a signature line as part of your inspection/template. Once you have this, all you have to do is tap on the 'Signature Line' and a box will appear that can be signed with either a stylus or a finger. Read through the How To on How To Collect an Electronic Signature in the App for detailed instructions with pictures.

  15. Q: When I open the app it says demonstration user. How do I get my license back?
    A: You simply need to re-enter your username and password. To do this, tap on the 'Settings' button in the top right corner of the opening screen. To ensure that the information you enter is correct, tap on the 'Test Connection' button and if correct then it'll say 'Test Successful'.

  16. Q: When I enter my inspector name when installing my license it says that it's not the correct name. Why?
    A: You must enter the inspector name exactly as it appears in the email you received from Palm-Tech. It is case sensitive. It will say that the inspector name is incorrect until you have entered the complete inspector name in correctly.

  17. Q: How do I send my customized print settings to the app?
    A: Whenever you modify print settings on your PC and leave the 'Print Settings' screen you will be prompted with a window that says 'Do you want to send your print settings to your cloud drive?'. Click on 'Yes' and the print settings will be sent to your cloud drive and the next time you create a PDF of a report from the app it will have your customized print settings.

  18. Q: How do I edit lines/categories on the app?
    A: You can copy/paste/rename/delete lines and categories on the app by dragging the 'Edit' icon from the toolbar to the line or category that you want to edit. Once you do this you will have several options to choose from and you can make the desired changes.


PC/General FAQs

  1. Q: What operating systems is Palm-Tech compatible with?
    A: Palm-Tech will run on Windows XP, Windows 7, Windows 8, and Windows 10 devices. The Palm-Tech app runs on the iPhone, iPad, and Android phones and tablets.

  2. Q: How do I add a cover page to my reports?
    A: Go to Setup->Print Settings, and click on the 'Page Options' tab. Select the 'Print a cover page at the beginning of the report' checkbox. Now when you go to Print, Print Preview, or to create a PDF, the cover page data screen opens and a cover page will be part of your report. Check out the Adding a Cover Page tutorial for more information.

  3. Q: How do I create a new template that I can use for future inspections?
    A: Make the desired changes to your inspection file. When the changes are finished, click on Tools->Save as Template. The process of creating a new template is done on the PC.

  4. Q: How do I email a report to a client?
    A: Open the report you wish to email and select the menu option for 'Create a PDF'. The first screen that appears gives you the option to add additional security to the PDF so select whether or not you want to. Once the PDF is created you have three options for your PDF, select 'Email'. The software will look to see what you default email client is and automatically create an email with your PDF attached.

    If you do not use email software, and instead log on to a web account, Palm-Tech is not able to open your email program. You will need to log into your email, start a new message, and then attach the PDF of the report. PDFs of inspection files save to same location as the inspection file. The default location for the inspection files is C/Documents/Palm-Tech70. Check out the Creating A PDF tutorial for more information.

  5. Q: How do I customize the way the final reports look?
    A: Changes to the way the reports you create look are all done in the 'Print Settings' screen. To access this, go to Setup->Print Settings. Check out the Customizing the Report Look tutorial for more information.

  6. Q: How do I add an inspection agreement?
    A: First, create a new category named 'Inspection Agreement' by going to Tools->Add Category. When you create the new category you will want to uncheck the box that says 'Use Line Numbers and Ratings in Printed Report'. Next, go to Tools->Add Component and select 'Inspection Agreement' from the list. Once the component is added to your category, you will see a space to type or paste your agreement.

  7. Q: How do I drag and drop pictures into my inspection report?
    A: Resize the Palm-Tech Inspector window so that it does not take up the entire screen. Open up the folder that contains your pictures and resize it so that you can see your pictures alongside Palm-Tech. All you have to do now is click and hold the picture(s) you want to add, and drag it to the line in the software you wish to add it to. Check out the Adding Pictures to Your Inspection tutorial for more information.

  8. Q: How do I add my company logo to each page of the inspection report?
    A: Go to Setup->Print Settings and click on the 'Page Layout' tab. Go to the 'Company Logo' section and click on the '...' button next to the 'Image file' box. Now simply locate your logo file and select 'OK'.

  9. Q: How do I edit the ratings that are used?
    A: Go to Edit->Ratings, select 'Default', and then select 'Edit'. Check out the Editing Rating Sets tutorial for more information.

  10. Q: How do I add/modify a disclaimer at the top of the summary?
    A: There are two places to go to modify this. If you have multiple ratings that each create their own summary, then you can modify the disclaimer at the top of each summary by going to Edit->Ratings. From here click on 'Default' and then click on 'Edit'. This brings up the 'Edit Rating Set' screen and for each rating that creates the summary you'll see the option for 'Summary Disclaimer' in the lower right corner. Simply type in the disclaimer as you want it to appear here and click on 'Close' when finished.

    If you have set it up so that multiple ratings go into one combined summary, then to make this change go to Setup->Print Settings and click on the 'Page Options' tab. On this screen you'll see an option for 'Edit Common Disclaimer'. Simply click on this and add in the desired disclaimer.

  11. Q: How do I enter cost estimates?
    A: You can enable the entry of cost estimates by going to Setup->Program Settings and checking the box for 'Allow entry of cost estimates'. Once this option is checked, you'll see a cost estimate entry box at the end of each line in your inspection. Simply click on this box and you can enter cost estimates.

Didn't find the answer you were looking for? Check out the other Palm-Tech support sections including Tutorials and How To Guides.