Permit operations for roofing & HVAC teams
Early access betaStop running permit operations from spreadsheets.
Track every job's permit status, catch expirations and failed inspections, validate submission readiness, and export packs—without living in city portals and shared Excel files.
Private beta · Limited onboarding
- Free: 3 permits to try the ledger
- Starter: import Excel + email alerts
- PDF + ZIP submission packs
- No credit card to start
Permit operations
4 active · 3 alerts
| Job | Site | AHJ | Permit # | Status | Ready | Portal | Next |
|---|---|---|---|---|---|---|---|
| Oak Ridge re-roof | 1842 Oak Ridge Dr | City of Tampa | BLD-2026-4412 | Ready to submit | 100% | 2d ago | Export pack |
| Summit HVAC changeout | 900 W Summit Ave | Hillsborough County | MECH-1189 | On hold | 82% | 9d ago | Record portal check |
| Block 4 tear-off | 2201 Block 4 St | Miami-Dade | — | Failed inspection | 64% | 1d ago | Resolve inspection |
| Lakewood panel upgrade | 55 Lakewood Cir | City of Orlando | ELEC-9021 | Issued | 100% | Today | Monitor expiry |
Recent activity
- Portal checked — Summit HVAC
- Status → On hold
- Pack exported — Oak Ridge
Built for permit coordinators in the field
The spreadsheet is not a system
Your AHJ didn't get easier. Your system of record did.
AutoPermit replaces the operational layer between portals, inboxes, and the master sheet your office already maintains.
2,000 addresses in Excel, one person checking portals
Permit ledger + import your master sheet in minutes
Crew scheduled — permit not issued
Crew risk screen: blocked today vs ready to submit
Failed inspection buried in email
Instant email alerts + failed inspection status
Wrong doc set submitted to the city
Rules-gated submission pack — export blocked if incomplete
No one knows who changed status
Full audit history on every permit
Office still re-keys permit fields from PDFs
Document upload with reviewed fields (optional)
Workflow
From job creation to issued permit—one disciplined path
Each step hands off to the next with readiness gates, not guesswork.
- 01
Import spreadsheet
Bring your Excel master sheet — auto-map Address, Permit #, AHJ, Status.
- 02
Crew risk check
See blocked, delays, and ready rows before you schedule crews.
- 03
Upload docs
Plans, applications, and photos tied to each permit row.
- 04
Mark ready
Rules pack blocks Ready to Submit until fields and docs pass.
- 05
Export pack
PDF + ZIP for the city counter or portal — only when complete.
- 06
Track & alert
Ledger + email until issued, expired, or closed.
4+ hrs
Typical weekly portal-check time reclaimed per coordinator
Before Monday
Know which jobs are cleared to send a crew—not which ones are still in a sheet tab
One ledger
Status, portal checks, and audit history tied to every address
Daily ops
Crew risk — open every morning instead of Excel
Blocked today. What will delay crew tomorrow. Ready to submit. Big counts, zero vanity charts.
Capabilities
Everything you need to cancel the master spreadsheet
Ledger, import, crew risk, packs, and email alerts — built for roofing & HVAC permit coordinators.
Permit ledger
Every row is a permit/job: address, AHJ, permit #, status, assignee, notes — better Excel, not a CRM.
Excel & CSV import
Starter+Upload your master spreadsheet (.xlsx or .csv). Auto-match columns, preview rows, import without silent errors.
Crew risk
Morning screen: blocked today, what will delay crew tomorrow, ready to submit — no charts, pure ops.
Work queue
Next action per job — blocked, in progress, ready, needs attention. Your coordinator's daily list.
Submission packs
Starter+City-ready PDF + ZIP bundle when rules pass. Florida/Texas-style packs on Pro.
Email alerts
Starter+Daily digest + instant emails on expired, failed, on-hold, and ready to submit. Foremen don't live in the app.
Jurisdiction rules
ProAHJ packs enforce permit #, site, docs before export. Pro unlocks FL roofing, TX metro, Sunbelt.
Audit trail
Status changes, imports, pack exports, uploads — traceable like compliance software.
Document upload includes assisted field extraction—always reviewed before it affects readiness.
Readiness
Submission-ready means scored—not guessed
Jurisdiction rules packs define required fields and document minimums. Ready to Submit is blocked until rules pass and your threshold is met.
Example — Summit HVAC
- ✕ Permit number required by rules pack
- ✓ Site address on file
- ! Readiness 82% — below 80% threshold blocked
Pro unlocks AHJ packs for Florida roofing, Texas metro, Sunbelt, and more.
Outside the app
Email alerts when status changes — plus daily digest
Starter sends instant email on expired, failed inspection, on hold, and ready to submit. Morning digest summarizes what needs action.
Day-one win
Import your master spreadsheet in 10 minutes
Upload .xlsx or .csv on Starter — auto-match columns, preview rows, land on Crew risk with your counts. Free: try 3 jobs manually first.
Accountability
When the manager asks who changed the status—you have an answer
Status history and audit entries on every job. Office turnover doesn't erase institutional memory.
Pricing that matches a permit coordinator's budget
One prevented idle crew day often pays for Starter. No enterprise procurement required.
Free
$0
Try the ledger on a few jobs — upgrade to import your sheet.
- Up to 3 active permit rows
- 1 user seat
- Permit ledger (manual entry)
- Crew risk & work queue
- In-app alerts
- Audit history
- CSV export
Starter
$149/mo
Replace Excel — import, email alerts, submission packs.
- Up to 50 active jobs · 5 seats
- Excel & CSV import (auto column mapping)
- Email digest + instant status alerts
- Submission pack PDF + ZIP
- Rules-gated export
- Everything in Free
Pro
$299/mo
Unlimited jobs, AHJ rules packs, multi-workspace.
- Unlimited active jobs · 15 seats · 5 workspaces
- Jurisdiction rules packs (FL, TX, Sunbelt)
- AHJ field & document requirements
- Everything in Starter
- Priority support
Need 15+ seats or custom AHJ packs? Contact us
What permit teams say after leaving the spreadsheet behind
“We imported our master sheet the first day. Crew risk replaced the Monday morning Excel scan.”
“The email when a permit fails inspection beats digging through inbox threads.”
“Submission pack export only fires when we're actually ready — fewer city rejections.”
Frequently asked questions
No. Your team runs the software. You still submit to AHJs. AutoPermit replaces the Excel master sheet for permit status and readiness.
Permit tracking for roofing companies
Roofing shops running dozens of addresses per week need more than a shared Excel file. AutoPermit gives you a permit ledger with site, AHJ, permit number, ledger status, readiness percent, and last portal check—so schedulers know what is cleared before crews roll. Import your existing sheet, record portal checks without status churn, and get alerts when inspections fail or permits expire.
HVAC permit status without portal chaos
HVAC teams juggling mechanical permits across counties spend hours in municipal portals. AutoPermit centralizes status, exceptions, and submission readiness—with jurisdiction rules packs on Pro for programs that demand specific fields and document counts. Export submission packs when the job passes readiness, not when someone hopes the folder is complete.
Run permit ops from a ledger—not a spreadsheet tab
Free for 3 active jobs. Upgrade to Starter ($149/mo) when busy season hits.