Support

Permits

Track every permit, checklist, and review cycle to approval.

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5 guides · ~1 min read

Add a permit to a project
  1. 1Open the project and add a Permit, then choose the jurisdiction.
  2. 2The right submission checklist is applied automatically based on that jurisdiction.
Work the submission checklist

Each permit has a checklist grouped by category — Administrative, Site, Existing Conditions, Structural, Product Docs, and Safety. Some items require an attached document. The completion ring shows how close you are to ready-to-submit.

What the permit statuses mean

Permits move through: Not Started, Preparing, Ready to Submit, Submitted, In Review, Corrections Required, Approved, Rejected, and Closed.

Log a review cycle and its outcome
  1. 1When the jurisdiction responds, open the permit and record the review outcome.
  2. 2If they approve, mark it Approved. If they want changes, record Corrections Required and the notes.
  3. 3Make the fixes and resubmit — each cycle is tracked so you have the full back-and-forth history.
Set up your jurisdictions

Go to Settings → Permit jurisdictions to add the cities and counties you work in and define each one's checklist template. Start from a built-in starter checklist — residential building, electrical, plumbing, HVAC, or roofing — and tweak it, instead of building from scratch. Then every new permit for that jurisdiction starts with the right requirements already in place.

Still need a hand?

Can't find what you're looking for? Reach our team — real people who know the product and are glad to help.