Permits
Permits track the building permits, approvals, and municipal documents required for your construction projects. Manage permit applications, track status changes, attach documents, and assign team members responsible for each permit.
What Is a Permit?
A permit in Readybuild represents any official approval or document required by a municipality for your project. Common permit types include:
- Building permits
- Electrical permits
- Plumbing permits
- HVAC permits
- Zoning approvals
- Architectural Review Board (ARB) approvals
- Dumpster permits
- Addendums
Each permit is associated with a specific project and tracks the full lifecycle from application through receipt.
Key Features
| Feature | Description |
|---|---|
| Status Tracking | Track permits through customizable status stages |
| Date Management | Record applied, expected, and received dates |
| File Attachments | Attach permit documents, plans, and approvals |
| Team Assignment | Assign team members responsible for each permit |
| Comments | Add notes and updates to permits |
| Dashboard Widget | Monitor permits across all projects |
| Board View | Visualize permits in a kanban-style board |
Accessing Permits
From a Project
- Open the project
- Click the Permits tab
- View all permits associated with that project
From the Dashboard
Use the Permit Widget to see permits across all your projects in one view.
From a Permit Board
Create a Permit Board to visualize all permits organized by status in a kanban view.
Understanding Permit Data
Each permit contains the following information:
Core Fields
| Field | Description | Required |
|---|---|---|
| Type | Category of permit (Building, Electrical, etc.) | Yes |
| Permit Number | Official permit number from the municipality | No |
| Municipality | Name of the issuing municipality | Yes |
| Status | Current status (Submitted, Approved, etc.) | Yes |
| Applied Date | When the application was submitted | No |
| Expected Receive Date | When approval is expected | No |
| Received Date | When the permit was actually received | No |
| Team | Users assigned to manage the permit | No |
Available Permit Types
- Addendum
- Architectural Review Board (ARB)
- Building
- Dumpster
- Electrical
- HVAC
- Plumbing
- Zoning
Quick Reference
| Action | How To |
|---|---|
| Create permit | Project → Permits tab → Add Permit |
| Edit permit | Click ... menu → Edit |
| Delete permit | Click ... menu → Delete |
| Add attachment | Create/Edit permit dialog → Add File |
| Add comment | Click notes icon in permits table |
| Filter by status | Use Status dropdown above permits table |
| Sort permits | Click column headers |
In This Section
- Creating Permits - Add new permits to projects
- Permit Status - Understand and customize permit statuses
- Attachments - Manage permit documents and files
- Municipalities - Configure municipality settings
Related Topics
- Projects - Managing projects
- Open Permits Report - Report on outstanding permits
- Admin: Municipalities - Configure municipality list