Workflow updates

Workflow updates we're exploring with permit teams.

Requests and workflow improvements we're evaluating from applicants, contractors, architects, and review teams.

Being refined from user feedback

being refined

Better document inventory by project type

Who asked
Architects and permit expediters
Why it matters
Different project types need different sheet sets. A clearer inventory reduces missing-document corrections at intake.
being refined

Project-level readiness timeline

Who asked
Contractors managing multiple permits
Why it matters
Teams want a single view of where each packet sits across precheck, corrections, and resubmission.
being scoped

In-app guidance for correction tasks

Who asked
Applicants responding to reviewer comments
Why it matters
Correction notes are easier to act on when the relevant sheet, note, or field is surfaced inline.
being refined

Clearer reviewer confirmation notes

Who asked
Municipal review teams
Why it matters
Short, structured confirmations help applicants understand what was accepted and what still needs attention.

Requested by permit teams

being scoped

Permit fee context helper

Who asked
Applicants and small contractors
Why it matters
People often submit packets without understanding fee structures. Context at intake reduces back-and-forth.
in conversation

Multi-jurisdiction packet templates

Who asked
Architects working across cities
Why it matters
Each jurisdiction has its own packet expectations. Templates per jurisdiction reduce rework.
being scoped

Resubmission comparison view

Who asked
Reviewers and applicants
Why it matters
A side-by-side of what changed between submissions speeds up second-round review.
available during setup for selected teams

Shared report links for applicants

Who asked
Contractors sharing status with owners
Why it matters
A read-only link summarizing readiness avoids forwarding screenshots and PDFs.

Integration conversations

in conversation

Parcel and zoning references

Who asked
Architects and review teams
Why it matters
Pulling parcel and zoning context into the packet view reduces lookup time during precheck.
in conversation

Local code reference sources

Who asked
Reviewers and applicants
Why it matters
Linking referenced code sections in correction notes helps applicants address comments accurately.
available during setup for selected teams

Reviewer dashboard pilots

Who asked
Municipal review teams
Why it matters
Some teams want a lightweight queue view alongside their existing systems. We're piloting with a few groups.
being scoped

Export and webhook needs

Who asked
Permit expediter firms
Why it matters
Teams want to push packet status into their own trackers and CRMs without manual copy/paste.

How we work on this list

These items come from real conversations with permit teams. We refine, scope, and pilot them with a few groups before shipping broadly. Final permit decisions always remain with qualified reviewers and the relevant authority.