How to track a permit
How to track a permit. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Field & Safety → Permits (Permits) and press New permit.
- Choose the Type (required) and, if you know them, the Customer and Job.
- Enter the Permit # and the Authority (city / county / utility).
- Fill in the dates (Applied, Approved, Inspection date, Expires) and the Fee.
- Keep the Status up to date and press Save.
Tip
Owner / Administrator, Office Manager, Sales & Estimating, Engineer / Document Control and Foreman can create and edit permits; the office roles, Foreman and Safety Inspector can view them.