Customizing Your Reports - 25 Minutes

This page is designed to help you become an expert on customizing the way your reports look in Palm-Tech. It has a series of tutorials that walk through the different options available for customizing your reports. By watching through each of the videos, you'll learn various aspects of using the program from the basics to some of the more advanced functions.

We put this page together to give inspectors an easy to follow path to learn more about Palm-Tech. If you watch through each of the videos on this page, it will take you approximately 25 minutes.

NOTE: Many inspectors are able to start using Palm-Tech right away and working through this page is not necessary to be able to learn how to use the program. However, by taking the time to go through the page, in 30 minutes you can go from knowing nothing about Palm-Tech to being an expert on customizing and creating your own templates.



Customizing the Report Look

This video focuses on customizing the look of the reports you create. Here are some of the topics covered in the section:

  • 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



Adding a Cover Page

This video shows how to add a cover page to the beginning of each of your reports.




Customizing Colors

This video shows how to customize the colors you use in reports.




Adding Your Company Logo

This video shows how to add your company logo to each page of your reports.




Using Custom Print Settings on App

This video shows how to move your custom print settings to the app.




Contact Us

Have questions? Need help? Give us a call at (888)736-2462 or send us an email at support@palm-tech.com.

You can also check out the online support materials we have available including our Video Tutorials and our step by step How to Guides.