The panel fills itself from the contact's property address

Open a card and the permit panel is already answered from the address the lead form, website or CSV import landed on the contact.

What it is

Two deliberately separate passes. First, replay any recorded lookup exactly. If there is none, geocode the linked contact's street/city/state/zip and run the same resolve the search button runs — which records it, making the cost one-time per card.

Also called: permit autofill · address prefill · permit check self-populates

See it
The panel fills itself from the contact's property address
New lead 4
Marlin Hoover
$38k
Delia Yoder
$21k
Contacted 2
Sutter Kline
$43k
Ronan Petsch
$40k
Ivy Brubaker
$62k
Estimate 2
Ivy Brubaker
$45k
Gideon Alt
$65k
Marlin Hoover
$59k
Sold 3
Marlin Hoover
$51k
Delia Yoder
$69k
Sutter Kline
$72k
Panel opening already filled: the contact's address in the search box, borders drawn, answer on the right. PipelineView.tsx `permitAddress` → PermitCheckPanel. Sample data — no customer information appears here.
How it works
  1. 1permitAddress is built from the linked contact: street, city, state, zip
  2. 2A state on its own is rejected — it 'would geocode to the state's centroid and pin a random field'
  3. 3Pass A (restore) needs only the map; Pass B (geocode) needs the county index too, so they are separate effects
  4. 4A once-only ref stops the geocode re-firing on every identity change
  5. 5Street is included deliberately because which side of a boundary a build sits on changes the answer
Why we built it

Quoted verbatim in the component: 'any contact that enters the system that has an address — I want that address auto-populated in the permit check section, so they can see the state, county, city… or if it's more of a remote area, a drop pin where their address is, and the respective boxes around it. So that they can see the permit information automatically.' The comment also records the bug this fixed: 'opportunityId was write-only here — used to RECORD a lookup and never to read one back — so a card that had been auto-checked on board load still made the rep retype the address to see what we already knew.' And a hard warning: '⚠️ THEY ARE SEPARATE BECAUSE THE DEPENDENCIES DIFFER, AND MERGING THEM BREAKS A.'

The problem
  • The rep retypes an address the system already holds
  • A card answered on board load still looked unanswered inside
Sound familiar?
What you get
Zero typing on a lead that arrived with an address
The pin, the borders and the rule appear without being asked for

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

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