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 general software FAQs at the top and FAQs about the Palm-Tech app at the bottom.

General FAQs

1. Q: What operating systems is Palm-Tech compatible with?
   A: Palm-Tech will run on Windows XP, Windows 7, and Windows 8 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.
   
   
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-Tech6. Check out the Creating A PDF tutorial for more information.
   
   
5. 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.
   
   
6. 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.
   
   
7. Q: How do I transfer my Palm-Tech information from one computer to another?
   A: The first step is to make sure Palm-Tech is installed on the new computer you want to move information to. Once it is installed, you can easily create a backup of all your important Palm-Tech files from your old computer and then restore it on your new one. To create a backup go to Setup->Backup Program Data on your old computer. You now need to get the backed up file to your new computer. This is commonly done via email or with a UB storage drive. Once you have the backed up files on your new computer, open up Palm-Tech and go to Setup->Restore System Backup, and select the backup file you want to restore.
   
   
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 make it so that ratings appear as text and not checkboxes on the report?
   A: Go to Setup->Print Settings and go to the "Page Options" tab. At the bottom of the screen you will see a section called 'Ratings'. Select 'As Text' from the drop-down box next to 'View Ratings'.
   
   
10. Q: How do I edit the ratings that are used?
    A: Go to Edit->Ratings, select 'Default', and the select 'Edit'. Check out the Editing Rating Sets tutorial for more information.
    
    
11. Q: How do I remove the inspection file name in the top corner of each page of the inspection report?
    A: Go to Setup->Print settings and click on the 'Page Layout' tab. In the top section find where it says 'File Name' and select 'Don't Show' from the dropdown.
    
    
12. Q: How do I add a page break to a category?
    A: Select the category you wish to add the page break to, and go to Tools->Add Line. Select page break from the drop-down list and then select where you like to add in the page break. This is generally done at the bottom of the category.
    
    

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 Copying 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 Copying Template to the App for more information.
   
   
4. 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.
   
   
5. 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.
   
   
6. 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.
   
   
7. 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.
   
   
8. 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.
   
   
9. 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.
   
   
10. Q: Can I take my cover page picture with the app?
    A: Yes! There is an option in File Manager->Settings to take a cover page photo with the app.
    
    

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