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How to add Disclaimers to your report in the Template Editor

Written by Matt Wheeler

Disclaimers are an important part of any inspection report. A well-crafted disclaimer in a home inspection report helps manage expectations, clarifies the limitations of the inspection, and protects you as the inspector from undue liability, providing a clear understanding for both the inspector and the client.
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Add (or edit) disclaimers in your report

In Palmtech disclaimers are added to lines using the Introductory Text field. To add/edit a new disclaimer follow these steps:

  1. In the Portal, navigate to the Templates section and find the template you want to add a disclaimer to
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  2. Tap the name of the template to edit the template, or use the edit button
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    editIcon.png

  3. Find the Category that needs the disclaimer and click or tap the ellipsis (•••)
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    SCR-20240116-oief.png

  4. Choose the Edit option
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  5. Type your disclaimer into the available text box
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  6. Use the Save button to save your disclaimer
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    SCR-20240116-oiyw.png


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    If you have any questions about this process, please let us know! You can reach us by chat, email at support@palmtech.com, or phone at 888-736-2462.

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