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Permit application and tracking

Automates permit application submissions for electrical projects and tracks approval status, reducing manual follow-up and ensuring compliance deadlines are met.

Workflow Trigger

Project is scheduled in ServiceTitan with electrical work requiring permits

Visual Flow

Each node represents an automated step. Connections show how data and decisions move through the workflow.

Step-by-Step Breakdown

Detailed explanation of each automated stage in the workflow.

  1. 1
    Trigger

    Project scheduled requiring permits

    A new electrical project is created in ServiceTitan that requires municipal permits based on work type and scope.

  2. 2
    Action

    Extract permit requirements

    System analyzes project details to determine specific permit types needed and gathers required documentation from project files.

  3. 3
    Action

    Auto-populate permit applications

    Creates permit application forms using stored contractor information, project specifications, and electrical drawings from ServiceTitan.

  4. 4
    Action

    Submit applications electronically

    Automatically submits completed permit applications to appropriate municipal departments and records submission confirmation numbers.

  5. 5
    Decision

    Check application status

    Monitors permit status daily and branches workflow based on approval, rejection, or pending review status.

  6. 6
    Action

    Update project and notify team

    Updates permit status in ServiceTitan and sends notifications to project manager and field crew about permit approval or required revisions.

  7. 7
    Output

    Generate permit tracking report

    Creates comprehensive permit status report with approval dates, permit numbers, and project timeline updates for management review.

Outputs

  • Approved permits with reference numbers
  • Updated project schedules with permit dates
  • Permit status dashboard for management

Key Metrics

  • Permit approval time reduction
  • Application error rate
  • Project delay incidents due to permits

Tools & Integrations

OA

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