PermitAIO

PermitAIO

How to use it — every role

Pipeline: Sales → Measure → Permit → HOA → Warehouse → Runner → Install → Service. Same job number the whole way.

Pick a role. Print that page. Keep it by the desk.

Office · lands on Dashboard

Owner / Admin

First time

  1. Go to permiteaio.com. Sign in (you already have the account).
  2. Settings → Join code → set the 4-digit code → Save code → Print sign-in sheet.
  3. Assign each person before they join (Office apps, Install team, Service team, Permit Runner).
  4. Hand them the sheet. They go to permiteaio.com, enter company name + code + their email, create a password.

Assign a person

  1. Left rail → Settings.
  2. Office apps → pick Permit tech / HOA tech / Measure tech / Sales / Warehouse → type their email → Assign role.
  3. Install team → Add to install team → Account manager / Project manager / Installer.
  4. Service team → Add service tech. Service manager → Assign service manager.
  5. Permit Runner → Add runner.
  6. Team → Invite member only for admin / accounting / manager / member seats.

Open the day

  1. Left rail → Dashboard.
  2. KPI cards: Active jobs, Need to submit, In review, Approved / printed, Needs attention. Tap a card to filter. Clear filter to reset.
  3. Team status → tap a tech name, or Open board.
  4. New job (or Permit Inventory → Add job) → Create job.
  5. Tap the job # pill → set Permit tech and HOA tech. Set Job ordered and Material ETA if you have them.

Reports

  • Dashboard → Print master report → Portrait or Landscape (horizontal).
  • Settings → Join code → Print sign-in sheet.
  • Settings → Print Ask PermitAIO how-to.
  • Accounting (footer) → Receipts → Day’s / Week’s / Custom / All-time.

Agents

  • Ask PermitAIO → Main for any recap.
  • Settings → Grok Manager — change desk rules. Feed a research report → Load into him.
  • Support tickets wait for your approval — nothing goes live until you say so.
  • Mail: agent@permitaio.com is the inbox. Each shop gets aliases named after the company: {shop}_permitagent@ and {shop}_hoaagent@ (Guardian → guardian_permitagent@permitaio.com).

Never

  • Do not give field logins the whole office sidebar.
  • Do not skip HOA before Ready.

Everyone — Ask PermitAIO

  • Purple Ask PermitAIO button — bottom right of every office page.
  • Main — anyone. On the phone: job # or client name. Full recap (permit, HOA, orders, dates).
  • Permit — permit techs. Submittals, forms, code, that job’s permit side.
  • HOA — HOA techs. Contacts, notes, meetings, turnaround.
  • Support — something in the app broke. Logged for owner approval. Nothing goes live until then.
  • He searches. He does not invent. Job number is the truth.