PermitAIO

Role chart

Click a role. See how they move the job.

One chart. Same steps as the printed cards. Text a role link — it opens this page on that tab.

Sales board

Sales

Look up the job number. See HOA and permit status. Send the status link if they do not have it. Request an update on the job. Add notes for permitting and install. Tools on the job for egress, design pressures, and other checks.

Open PermitAIO login

This app

  • Look up by job number — sales does not create the job
  • Live permit + HOA status
  • Status link to copy, text, or email (homeowner or HOA)
  • Notes for permitting and install on this job
  • Request an update directly on the job
  • Egress / design-pressure tools on the job

You can

  • Search any job by number
  • Send or resend the status link
  • Add notes and request an update

How to use

  1. Login → Sales
  2. Search by job number
  3. Send the link
  4. Add a note or request an update if needed

Never

  • Do not create the job
  • No office login for the homeowner
  • No money in this app