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Home Inspection Software Tutorials

Palm-Tech's video tutorials are a great place to start when looking to learn more about the program or get up to speed fast! The tutorials below will walk you through various tasks in Palm-Tech, providing you with screen-by-screen instructions that are easy to follow along with.

The tutorials below are broken up into categories to help you find the exact tutorial you are looking for. Click on a section title to skip directly to that section.

If you are using a previous version of Palm-Tech, you can see a listing of tutorials for version 6 and version 6.5 here: Version 6 and 6.5 Tutorials


Overview   PC Basics   App Basics   Cloud Drive   Customization   Designer   Other  

Overview of Palm-Tech

Basics of Using Palm-Tech App Basics of Using Palm-Tech App
This tutorial walks you through the basics of using the Palm-Tech App for the iPhone, iPad, and Android Phones and Tablets.

Basics of Using Palm-Tech on a Windows PC Basics of Using Palm-Tech on a Windows PC
This tutorial walks you through the basics of using Palm-Tech on a Windows desktop, laptop or tablet computer.

What is the Cloud Drive? What is the Cloud Drive?
This tutorial explains what the cloud drive is.

Basics of Cloud Drive Management Basics of Cloud Drive Management
This tutorial walks you through the basics of using the Palm-Tech Cloud Drive.

PC Basics

Basics of Using Palm-Tech on a Windows PC Basics of Using Palm-Tech on a Windows PC
This tutorial walks you through the basics of using Palm-Tech on a Windows desktop, laptop or tablet computer.

Adding Pictures on a PC Adding Pictures on a PC
This tutorial shows how to add pictures to your inspection reports when using a PC.

Reviewing an Inspection on a PC Reviewing an Inspection on a PC
This tutorial shows how to review an inspection on a PC.

Menu Overview Menu Overview
This tutorial walks you through all of the options in the menu.

Palm-Tech Shell Overview Palm-Tech Shell Overview
This tutorial gives an overview of the Palm-Tech shell.

Navigating the Main Program Screen Navigating the Main Program Screen
This tutorial gives an overview of the main Palm-Tech screen on the PC.

Program Options Program Options
This tutorial explains the options available in Program Options.

Creating a PDF on a PC Creating a PDF on a PC
This tutorial shows how to create a PDF on a PC.

Adding Disclaimers Adding Disclaimers
This tutorial shows how to add disclaimers to your inspections.

Using Cost Estimates on a PC Using Cost Estimates on a PC
This tutorial shows how to use cost estimates on a PC.

Making Photo Markups on a PC Making Photo Markups on a PC
This tutorial explains how to add arrows, ellipses and zooms to pictures on the PC.

Adding Text to Pictures on a PC Adding Text to Pictures on a PC
This tutorial explains how to add text to pictures on the PC.

Setting Defaults Setting Defaults
This tutorial explains what Setting Defaults means and how to use it.

Combining Multiple Inspection Files Combining Multiple Inspection Files
This tutorial shows how to combine multiple inspection files into one.

Using Completeness Check Using Completeness Check
This tutorial explains what Completeness Check is and how to use it.

Backing Up Program Data Backing Up Program Data
This tutorial shows how to backup your program data for storage or for moving to a different PC.

Reinspection Reinspection
This tutorial shows how to conduct a reinspection on an already completed inspection.

Adding Diagrams on a PC Adding Diagrams on a PC
This tutorial shows how to a diagram to your inspection report on a Windows PC.

Starting a New Inspection on a PC Starting a New Inspection on a PC
This tutorial shows how to start a new inspection on a Windows PC.

Opening an Inspection on a Windows PC Opening an Inspection on a Windows PC
This tutorial walks you through opening a previously created inspection on a Windows PC.

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App Basics

Basics of Using Palm-Tech App Basics of Using Palm-Tech App
This tutorial walks you through the basics of using the Palm-Tech App for the iPhone, iPad, and Android Phones and Tablets.

Working with Dropdowns in the App Working with Dropdowns in the App
This tutorial explains how to use and edit dropdowns in the Palm-Tech App.

Starting a New Inspection with the App Starting a New Inspection with the App
This tutorial shows how to start a new inspection with the Palm-Tech App.

Adding Pictures in the Palm-Tech App Adding Pictures in the Palm-Tech App
This tutorial shows how to add pictures to your inspection reports while using the Palm-Tech App.

Creating a PDF on the App Creating a PDF on the App
This tutorial shows how to create a PDF of an inspection in the Palm-Tech App.

Emailing an Inspection Report from the App Emailing an Inspection Report from the App
This tutorial shows how to email a report as PDF from the Palm-Tech App.

Reviewing an Inspection on the App Reviewing an Inspection on the App
This tutorial shows how to review an inspection on the app.

Making Changes to an Inspection with the App Making Changes to an Inspection with the App
This tutorial shows how to make changes to an inspection on the app.

Using the App Toolbar Using the App Toolbar
This tutorial walks you through using the toolbar in the Palm-Tech App.

Collecting Electronic Signatures with the App Collecting Electronic Signatures with the App
This tutorial shows how to collect an electronic signature in the Palm-Tech App.

Using Cost Estimates on the App Using Cost Estimates on the App
This tutorial shows how to use cost estimates in the Palm-Tech App.

Making Photo Markups on the App Making Photo Markups on the App
This tutorial explains how to add arrows and ellipses to pictures in the Palm-Tech App.

Adding Text to Pictures on the App Adding Text to Pictures on the App
This tutorial explains how to add text to pictures in the Palm-Tech App.

Using Voice Recognition in the App Using Voice Recognition in the App
This tutorial shows how to use voice recognition in the Palm-Tech App.

Adding a Cover Page Photo in the App Adding a Cover Page Photo in the App
This tutorial explains how to add a photo to your cover page when using the Palm-Tech App.

Opening an Inspection on the App Opening an Inspection on the App
This tutorial walks you through opening a previously created inspection on the app.

Using Custom Print Settings on the App Using Custom Print Settings on the App
This tutorial shows how to move your print settings to the Cloud for use when creating PDFs on the app.

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Cloud Drive

What is the Cloud Drive? What is the Cloud Drive?
This tutorial explains what the cloud drive is.

Basics of Cloud Drive Management Basics of Cloud Drive Management
This tutorial walks you through the basics of using the Palm-Tech Cloud Drive.

Cloud Drive Best Practices Cloud Drive Best Practices
This tutorial walks you through some best practices for using the Cloud Drive.

Moving a Template from a PC to the App Moving a Template from a PC to the App
This tutorial walks you through how to move a template from a PC to the Palm-Tech App using the cloud drive.

Moving a Library from a PC to the App Moving a Library from a PC to the App
This tutorial walks you through how to move a library file from a PC to the Palm-Tech App using the cloud drive.

Moving an Inspection from the App to a PC Moving an Inspection from the App to a PC
This tutorial walks you through how to move an inspection from the Palm-Tech App to a PC using the cloud drive.

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Template and Report Customization

Customizing the Report Look Customizing the Report Look
This tutorial shows how to customize your final reports.

Creating Your Own Templates Creating Your Own Templates
This tutorial walks you through making changes and creating your own templates.

Editing Rating Sets Editing Rating Sets
This tutorial shows how to customize the ratings.

Working with Dropdown Lists on Windows PC Working with Dropdown Lists on Windows PC
This tutorial explains how to use and edit dropdowns on a Windows PC.

Working with Categories Working with Categories
This tutorial explains how to add, delete, move and rename categories.

Working with Lines Working with Lines
This tutorial explains how to add, delete, move and rename lines.

Adding an Inspection Agreement Adding an Inspection Agreement
This tutorial walks you through adding an inspection agreement to your inspection.

Adding Components Adding Components
This tutorial explains what components are and shows how to add them into your inspections.

Adding a Cover Page to Your Reports Adding a Cover Page to Your Reports
This tutorial walks you through adding a cover page to your inspection reports.

Creating a Narrative Style Report Creating a Narrative Style Report
This tutorial explains how to customize the final report to be a narrative style report.

Adding a Company Logo to Reports Adding a Company Logo to Reports
This tutorial shows how to add your company logo to your inspection reports.

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Inspection Designer

Introduction to Inspection Designer Basics Introduction to Inspection Designer Basics
This tutorial walks through the basics of navigating and using Inspection Designer.

Making Changes to Templates with Designer Making Changes to Templates with Designer
This tutorial shows how to make common changes to your templates using the Inspection Designer program.

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Other

Using Picture Album Using Picture Album
This tutorial shows how to use the Picture Album program for creating photo only reports.

Merging a Palm-Tech PDF with a Picture Album PDF Merging a Palm-Tech PDF with a Picture Album PDF
This tutorial shows how to combine a Palm-Tech Inspector PDF file with a Palm-Tech Picture Album file.

Adding New Lines to the Texas Template Adding New Lines to the Texas Template
This tutorial shows how to add new lines to the Texas template.

Opening Inspections from Previous Versions Opening Inspections from Previous Versions
This tutorial explains how to open inspection files from earlier versions of Palm-Tech with version 7.

Choosing the Right Template Choosing the Right Template
This tutorial explains how to choose the right template for your inspection.

Importing Data from Version 6 or 6.5 into Version 7 Importing Data from Version 6 or 6.5 into Version 7
This tutorial shows how to import version 6 or 6.5 information into version 7.

Using Merge Fields Using Merge Fields
This tutorial explains what merge fields are and how to use them.

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