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Create permit requests from completed contracts for ops

Create permit requests from completed contracts for ops

Your completed signed contracts aren't logged, delaying permit intake and job setup for installers and permit coordinators. It creates permit and intake records so teams can start permitting same day.

Create permit requests from completed contracts for ops

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Overview

Signed contracts often sit untracked and stall permit intake and job setup. This workflow logs completed envelopes into your permit and intake tables so permit coordinators and installers can start permitting and prepping same day.

Create permit requests from completed contracts for ops