Skip to content

Create permit tracking item from new job records

You miss permit details when new jobs arrive without contact or equipment info, which delays filings. Create a permit tracker entry with contact, equipment, and due date so submissions occur same day.

Create permit tracking item from new job records

Workflow preview:

Zap details:

Overview

When permit jobs arrive without consolidated contact and equipment context, filings stall and crews lose time. This flow centralizes job contact and equipment details into a single permit card and alerts coordinators so permit submissions and scheduling can proceed the same day.

Create permit tracking item from new job records