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Creating Permits

Add permits to your projects to track municipal approvals and required documentation throughout the construction process.

Adding a New Permit​

  1. Open the project that needs the permit
  2. Click the Permits tab
  3. Click the Add Permit button
  4. Fill in the permit details (see below)
  5. Click Add Permit to save

Permit Form Fields​

Type (Required)​

Select the permit category from the dropdown:

  • Addendum - Modifications to existing permits
  • Architectural Review Board (ARB) - Design review approvals
  • Building - General construction permits
  • Dumpster - Waste container permits
  • Electrical - Electrical work permits
  • HVAC - Heating/cooling system permits
  • Plumbing - Plumbing work permits
  • Zoning - Land use and zoning approvals

Permit Number​

Enter the official permit number assigned by the municipality. This field is optional when creating the permit and can be added later once the municipality issues a number.

Municipality (Required)​

Enter the name of the issuing municipality (city, county, or jurisdiction). This helps track which government entity is responsible for the permit.

Status (Required)​

Select the current permit status. Statuses are customizable by your company. Common statuses include:

  • Submitted
  • Under Review
  • Approved
  • Rejected
  • Received

Applied Date​

The date when the permit application was submitted to the municipality. Use this to track how long permits have been pending.

Expected Receive Date​

The anticipated date when you expect to receive the permit. This helps with project scheduling and identifying permits that may be delayed.

Received Date​

The actual date the permit was received or approved. Set this when the municipality grants the permit.

Team​

Assign team members responsible for managing this permit. Select one or more users from your company to track accountability.

Add File​

Upload a document related to the permit, such as:

  • Application forms
  • Plans or drawings
  • Approval letters
  • Supporting documentation

Note: You can upload one file when creating the permit. Additional files can be added by editing the permit later.

Note​

Add an initial note or comment about the permit. This becomes the first entry in the permit's comment history and is useful for recording context about the application.

After Creating​

Once created, the permit appears in the project's Permits table. You can:

  • Track status changes by editing the permit and updating the status
  • Add more files by editing the permit
  • Add comments by clicking the notes icon
  • Monitor dates to identify pending or overdue permits

Tips for Permit Management​

  1. Create permits early - Add permits as soon as you know they'll be needed, even before applying
  2. Use consistent naming - Always include the municipality name for easy filtering
  3. Track applied dates - Recording when applications were submitted helps identify delays
  4. Assign team members - Designate who is responsible for following up on each permit
  5. Attach documents - Keep all permit-related documents in one place