Permits

Managolio does not file permits for you. You submit to the city or county the way you always have, through their portal or at the counter. Managolio handles everything around that: the checklist of what that office wants, the paperwork in one place, a link straight to their portal, and the record of what you filed and what they sent back.

Permits is an optional module. With it on you get Permits under Delivery in the sidebar, the jurisdictions library, and the Permitting and Inspection stages in the project pipeline.

1. 1Open your account menu in the top right and choose Settings, then go to Settings → Modules (Owner and Operations only).
2. 2Switch Permits on or off.
3. 3With it off, Permits leaves the sidebar and projects stop moving through Permitting and Inspection. Nothing you already logged is deleted, and turning it back on brings it all back.

A jurisdiction is a city, county, or office you submit to, plus the list of what they ask for. If your trade pulls permits, we create one at signup called Local Building Department with a starter checklist and a 10 day turnaround, so rename it to your own office and add the rest. Only an Owner or Operations Manager can manage jurisdictions.

1. 1Open Permits and click Jurisdictions in the top right.
2. 2Click Add jurisdiction and give it a name, like City of Austin.
3. 3Under Start from a template, pick Residential building permit, Electrical permit, Plumbing permit, Mechanical / HVAC permit, or Roofing permit to start with a sensible list, or pick Blank and build your own.
4. 4Click Add. The jurisdiction opens so you can finish the details.

Click any jurisdiction on the Jurisdictions page to open it. Everything saves as you go, and your edits apply to the next permit you start there. Permits already in flight keep the checklist they were created with.

1. 1Set the Name, the Turnaround (days) you typically wait, and the Permit portal URL. The portal link has to start with http:// or https://, and it becomes the Open portal button on every permit for this office.
2. 2Type into the Add an item field and click Add to add what they ask for. Press Enter to add it fast.
3. 3Click the tag on any row to flip it between Needs a file and No file. That is a reminder that they expect a document, not a requirement.
4. 4Use the bin on a row to remove an item you do not need.

Switch a jurisdiction to Inactive and it stops appearing when you start a new permit, while every permit and project already tied to it keeps its history. Deleting is only for one you never used.

1. 1Open the jurisdiction on the Jurisdictions page.
2. 2Turn the Active switch off. It now shows an Inactive tag and drops out of the jurisdiction picker.
3. 3To remove it entirely, scroll to the bottom of the open card and click Delete jurisdiction. If any permit, project, or lead points at it, Managolio blocks the delete and tells you to set it Inactive instead.

Starting a permit copies the jurisdiction's checklist into a working package for that job, and moves the project to the Permitting stage. You can hold one permit per jurisdiction on a project, so pull a second one for a second office (electrical, say) rather than reusing the first.

1. 1From the project hub, click Add permit in the quick actions, or open the Permits tab and click Start permit. From the Permits page, click New permit and pick the project.
2. 2Choose the jurisdiction. Only active ones are listed, with their typical turnaround beside the name.
3. 3Click Start permit. The checklist is copied in and the permit opens.

The checklist is a prep aid, not a gate. Nothing on it is required to file, and you can mark items done in any order. Items are grouped under Administrative, Site, Existing Conditions, Structural, Product Docs, and Safety, and items you add yourself go under Administrative. The ring at the top and the count in the filing bar show how far along the package is.

1. 1Open the permit and tick items off as you gather them.
2. 2An item tagged file is one the office expects a document for. Click Attach to upload a PDF, image, CSV, Word, or Excel file up to 4 MB. Photos are shrunk in your browser first.
3. 3Attaching is optional evidence and never changes whether the item is ticked. Attached files also land in your Documents library under the Permit category.
4. 4To swap a file, click the bin beside it and attach the new one. Removing it here deletes it from the document library too.

There is no submit button, because Managolio cannot file on your behalf. File with the office first, then log it here. The permit moves to Submitted and a numbered review round opens so you can track the response.

1. 1Open the permit and click Open portal to go to the jurisdiction, or file at the counter.
2. 2Come back and click Mark as filed.
3. 3Enter the Permit number (if issued), the Date filed (you can backdate it), and the Permit fee (optional).
4. 4Click Mark as filed. Round 1 now shows Awaiting response under Review cycles.

Every round you file gets an outcome, so the whole back and forth stays on the record with the reviewer comments.

1. 1Open the permit and click Record review outcome. The dialog names the round it is logging.
2. 2Choose Approved, Corrections, or Rejected, and paste the reviewer comments.
3. 3Click Record outcome. The permit moves to Approved, Corrections Required, or Rejected to match.
4. 4When it is approved, click Schedule inspection in the same bar to book the inspection. That moves the project to the Inspection stage.

A permit that came back with corrections or was rejected can be filed again, and each filing gets its own round, so you keep the full history rather than overwriting it.

1. 1Fix what they asked for and attach the revised documents to the checklist.
2. 2Click Mark re-filed. That opens the next round and puts the permit back in Submitted.
3. 3Record the outcome for that round when they respond.
4. 4You cannot re-file while a round is still awaiting a response, and an approved permit cannot be reopened. Log the outstanding round's outcome first.

There is no status dropdown. A permit moves itself as you work it: Preparing when you start it, Submitted the moment you mark it filed, then Corrections Required, Approved, or Rejected depending on the outcome you record. Approved is the end of the line, and a permit that is rejected or needs corrections can be re-filed for another round.

Every permit has an Activity log for jotting where things stand, which is usually faster than filling in a form. Type into the box, press Enter or click Add, and it is stamped with your name and the time. Hover an entry and click the bin to remove a typo.

The Permits list sorts by status and shows how long each open permit has sat in its current stage. Anything open that has not moved in more than 14 days is flagged as stalled, with an amber marker beside the day count, and the header tells you how many need attention. A permit that comes back as Corrections Required or Rejected also raises an alert on your dashboard, and, if the Permit corrections toggle is on in Settings → Notifications, it appears in the daily email digest.

Permits is one of the jobsite pages Crew can reach, so they can open a permit and read the checklist, but they cannot tick items, attach files, mark anything filed, or add notes. Crew never see the permit fee. Owners, Operations Managers, and Estimators can work a permit; only Owners and Operations Managers can manage jurisdictions and their checklists. A permit whose project has been archived is read-only for everyone until the project is restored.