How do you track the progress of your permits?

Previous Contributor
Former Community Member

We are working on trying to make a nice streamlined system for tracking a permit as it goes through processing to inspection to excavation to resolution, etc. I thought about listing the steps in one note on the job, then just editing as each step gets done, but there s a concern about having too much minutiae when the plumbers are trying to check back through the job notes. Do you have any suggestions?

4 REPLIES 4

mariahar
Contributor II

Sure thing! You've inspired me to do this also. Thank you!

JBarrett1
New Contributor III

Do you guys have a screenshot of your dispatch with examples of these pending tags you wouldnt mind sharing? 

 

Previous Contributor
Former Community Member

Thank you, Maria! We did add some but need some of these that you recommended, also!

mariahar
Contributor II

Maybe create tags and edit those tags on the job as they change? "Permint Pending" "Permit Pulled" "Inspection needed" "Inspection Passed" "Inspection failed" "Final Inspection Needed" ETC.