Customizing Your Templates - 30 Minutes

This page is designed to help you become an expert on customizing and creating your own templates in Palm-Tech. It has a series of tutorials that walk through the different options available for customizing your templates. 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 30 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.



Creating Your Own Templates

This video focuses on the basics of making changes to templates and creating your own. Here are the topics covered in the video:

  • Adding/Deleting/Rearranging lines
  • Adding/Deleting/Rearranging categories
  • Working with components
  • Saving changes you make to create a new template



Editing Rating Sets

This video focuses on editing rating sets. Here are the topics covered in the video:

  • Adding new ratings
  • Deleting ratings
  • All of the various options available with ratings



Working with Lines

This video shows how to work with lines in your inspection. Here are the topics covered in the video:

  • Adding lines
  • Deleting lines
  • Copying/Pasting lines
  • Rearranging the order of lines



Working with Categories

This video shows how to work with categories in your inspection. Here are the topics covered in the video:

  • Adding categories
  • Deleting categories
  • Copying/Pasting categories
  • Rearranging the order of categories



Working with Components

This video shows how to work with components in your inspection.




Working with Dropdown Lists on the the App

This video shows how to add, delete and rearrange the order of items in dropdown lists in the Palm-Tech app.




Working with Dropdown Lists on a PC

This video shows how to add, delete and rearrange the order of items in dropdown lists in the PC version of Palm-Tech.




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.