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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)


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
Palm-Tech App Hardware

Using Palm-Tech on a PC
(30 Minutes)


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
Palm-Tech on a Windows Laptop

Customizing Your Templates
(30 Minutes)


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
Customize Your Templates

Customizing the Report Look
(25 Minutes)


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
Customize Your Reports

Using the Cloud Drive
(20 Minutes)


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
Palm-Tech Cloud Drive

Miscellaneous
(25 Minutes)


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
Miscellaneous