Permit Status Tracking
A done-for-you home services automation built for the Permit Coordinator, connecting Twilio and Google Sheets so the work below happens on its own.
What this automation does, step by step
For jobs that require a municipal permit, such as a panel upgrade or a full re-roof, this automation logs the application the moment it's submitted and checks the local authority's portal on a set schedule to track its status automatically.
The permit coordinator and the customer both receive a notification the moment the permit is approved, and if the status hasn't changed after the jurisdiction's typical turnaround window, an internal alert flags it for a manual follow-up call to the permitting office before it becomes a scheduling problem.
Jobs that used to stall silently because nobody was checking a portal now move forward the moment a permit clears, and the office can tell any customer exactly where their permit stands without digging through email threads or calling the county themselves.
- Zapier or Make.com
- Google Sheets (permit tracker)
- Twilio
- CRM or field service software
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Left to a person, this means a permit coordinator re-enters the same data more than once, double-checks it by hand, and still occasionally misses something. None of it is difficult, it's just slow, repetitive, and easy to fall behind on.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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