See exactly how PermitAIO works
Real screens, real steps. This walkthrough covers tech roles, team workload visibility, and job assignment — the features that let a manager run five permit techs without a single status-check phone call.
Settings → My tech identity — pick your Permit tech and HOA tech, then Save.
Set your own tech identity
Every teammate tells PermitAIO which Permit tech and HOA tech they are. It's self-service — open Settings, pick your identity from the dropdowns, and save. This is what powers the "My Jobs" filter on the dashboard.
Team Status shows active workload per tech — visible to Owner, Admin, and Manager roles.
See the whole team's workload
Owners, Admins, and Managers see a Team Status panel at the top of the Jobs dashboard — every tech's active job count and anything that needs attention, at a glance.
Toggle between "My Jobs" (just your assigned work) and "All Jobs" (everything).
Switch between My Jobs and All Jobs
Every user gets a one-click toggle: My Jobs shows only what's assigned to you, All Jobs shows the entire organization's pipeline. No separate filters to configure.
Click the Tech dropdown on any job row to reassign its Permit tech or HOA tech.
Reassign a job in one click
Owners, Admins, and Managers can change the Permit tech or HOA tech on any job right from the dashboard table — no need to open the job first. The change saves instantly and Team Status updates with it.
Settings → Team — the Owner can change anyone's role, including granting Manager.
Control who can change roles
Only the Owner can promote a teammate to Manager or change anyone's role. It keeps access tightly controlled while letting the Owner delegate day-to-day job assignment to people they trust.
Ready to see it on your own jobs?
Start a free trial and set up your first Job number in minutes.
Start free trial