Automatic Permit Check on the Deal

Any lead whose form gave you an address gets its permit answer looked up automatically, and the card shows which office governs it.

What it is

A permit badge on the sales card carrying the frozen result of the latest permit lookup for that opportunity, plus a full Permit Check panel inside the card. The badge reads 'No permit needed · Boone County', 'Permit: confirm · Columbia' or 'Permit required · Columbia'. A card with no answer yet reads 'Permit: call office'.

Also called: do I need a permit · permit requirements by county · found out about permits after I quoted · jurisdiction rules

See it
Permit Check
Permit Checkpermitting by jurisdiction — don’t quote on a guessHide
5719 Pine Grove Rd, Columbia, MO, 65201MapBothText
AllRoadsBorders

Decision-support only — not a permit determination. Always confirm with the local authority before quoting.

A board card with the red 'Permit required · Columbia' badge, and the open Permit Check panel showing the governing jurisdiction and rule. The real screen, drawn from the product’s own design system. Sample data — no customer information appears here.
How it works
  1. 1The board loads the latest recorded lookup for every visible card in one batched request
  2. 2Cards with no recorded answer are auto-checked: the server resolves city and state against a jurisdictions table, with no geocoding, so it costs nothing to run on every board load
  3. 3Auto-check runs after the read and never re-answers a card that already has a recorded lookup, because that snapshot is what a quote was based on
  4. 4The full detail, including the governing rule's prose, lives in the Permit Check panel and never on the card
Why we built it

The surprise permit bill is the one that turns up after the quote has gone out, and by then somebody is eating it. Any lead whose form gave an address now gets its permit answer looked up automatically, and the card names the office that governs it. Knowing who governs is half the answer: permit required sends a rep hunting, while permit required, City of Columbia tells them which office to ring and whether this is a city job or an unincorporated county one — two completely different processes. An early version printed Boone County County, because county names already contain the word.

The problem
  • Permit cost discovered after the price is committed
  • Reps not knowing whether a job is city or unincorporated county
  • Nobody checking permits because checking is slow
Sound familiar?
What you get
Permit answer on the card before anyone quotes
The name of the office to call, not just 'permit required'
The answer a quote was based on is frozen and never silently rewritten

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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