Permits
Track every permit, checklist, and review cycle to approval.
5 guides · ~1 min read
Add a permit to a project
- 1Open the project and add a Permit, then choose the jurisdiction.
- 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
- 1When the jurisdiction responds, open the permit and record the review outcome.
- 2If they approve, mark it Approved. If they want changes, record Corrections Required and the notes.
- 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.
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