How to Add a New Permit?

Adding and managing permits in Contractor Foreman ensures your projects stay compliant and organized. Here’s how you can create a new permit and why it matters.

Creating a New Permit

• Go to the Permits Module from your main menu.

• On the Permits Dashboard, click on + Permit.

• A popup window will open on the right. Fill in the following fields:

  • Project (mandatory) – Select the project the permit belongs to.

  • Permit # (mandatory) – Enter the official permit number.

  • Type (mandatory) – Identify the permit type (e.g., Electrical, Plumbing, Fire Marshall, Waterproofing). In order to add a new permit type, type it and hit enter.

  • Fee (optional) – Record the cost of the permit. Note: Fees do not feed into financials.

  • Agency – Indicate the issuing or inspecting authority (e.g., city inspections, fire marshal).

• Click Create Permit. You’ll be redirected to the Permit Record screen.

Key Permit Record Fields (Details Tab)

• Pulled Date – When the permit was issued. Useful for compliance timelines.

• Approved Date – Confirms the permit passed review and is valid.

• Expires Date – Tracks when the permit will no longer be valid.

• Must Be Pulled By Date – Deadline to secure the permit before work begins.

• Referenced Inspections – Links the permit to its related inspections for easy backtracking.

Additional Sections

• Files Tab – Upload a scanned copy of the permit. This reduces the risk of misplacing or damaging the original when visiting job sites.

• Notes Tab – Keep internal comments or coordination notes for your team.

Why Electronic Permits Matter

Storing permits electronically in Contractor Foreman is more than just convenience. It:

• Protects critical documents from damage or loss.

• Allows your field team to access permits instantly from anywhere.

• Creates a centralized record, helping you stay compliant with local regulations.

• Simplifies backtracking during inspections or audits.