Permit Details Page
Understanding the permit details page layout, sections, and features for comprehensive permit tracking.
The permit details page provides complete information about a tracked permit, including status, parties, fees, inspections, and your organization's notes and tasks.
Accessing Permit Details
Navigate to permit details by:
- Clicking a permit row in the Watchlist table
- Clicking a permit link in the Dashboard Change Tracker
- Clicking a permit in Portfolio or Radar results
- Direct URL:
/organizations/{org}/watchlist/{permit-id}
Page Header
The header displays key permit information:
- Permit Number: Official record number (click to copy)
- Status Badge: Current status with color coding
- Jurisdiction: Issuing jurisdiction name
- Address: Property location
Header Actions
Click the menu button (three dots) in the header to access:
- Add note: Add a note to document information about this permit
- Assign tags: Categorize the permit with custom tags
- Copy permit URL: Copy a shareable link to the permit
- Report bug: Report data issues with this permit
- Remove from Watchlist: Remove the permit from tracking
Reporting Permit Data Issues
If you notice incorrect or missing permit data:
- Click the menu button (⋯) in the header
- Select "Report bug"
- Review the permit information in the dialog
- Add optional notes describing the issue
- Click "Send Report"
Our team will investigate the issue and work to correct any data problems. This helps improve data accuracy for all users.
Permit Information Section
Basic Details
| Field | Description |
|---|---|
| Record Number | Official permit number |
| Status | Current permit status |
| Type | Permit type (Building, Electrical, etc.) |
| Category | Permit category (Residential, Commercial) |
| Description | Work description from application |
| Applied Date | When permit was submitted |
| Issued Date | When permit was approved/issued |
| Expires Date | Permit expiration date |
| Valuation | Declared project value |
Location Details
- Full Address: Complete street address
- City, State, ZIP: Location components
- Parcel/Folio: Property identifier
- Coordinates: Latitude/longitude (if available)
Parties Section
Lists all parties associated with the permit:
Party Types
- Owner: Property owner
- Applicant: Person/company who applied
- Contractor: Licensed contractor
- Architect: Design professional
- Engineer: Structural/civil engineer
- Agent: Permit expediter or representative
Party Details
Each party card shows:
- Name and role
- Company name
- License number (if applicable)
- Phone number
- Email address
Tip: Click a party name to view their full contact record and see other permits they're associated with.
Fees Section
Displays all fees associated with the permit:
Fee Information
| Column | Description |
|---|---|
| Invoice # | Fee invoice identifier |
| Description | Fee type/description |
| Amount | Fee amount |
| Status | Paid, Unpaid, or Waived |
| Date | Invoice date |
Fee Totals
- Total Fees: Sum of all fees
- Paid: Amount already paid
- Outstanding: Remaining balance
Inspections Section
Lists all inspections scheduled or completed:
Inspection Details
| Field | Description |
|---|---|
| Type | Inspection type (Footing, Framing, Final, etc.) |
| Status | Scheduled, Passed, Failed, Cancelled |
| Date | Scheduled or completed date |
| Inspector | Assigned inspector name |
| Result | Pass/Fail with comments |
Inspection Actions
- View History: See all inspection attempts
- Calendar: Add to your inspection calendar
Processing Status Section
Shows department review workflow:
Workflow Stages
Each stage displays:
- Department: Reviewing department name
- Status: Pending, In Review, Complete, Hold
- Reviewer: Assigned reviewer (if known)
- Comments: Review comments or requirements
- Due Date: Expected completion date
Status Indicators
- Complete (green): Review approved
- In Review (blue): Currently under review
- Pending (gray): Not yet started
- Hold (orange): Additional info needed
Change History Section
Chronological log of all detected changes:
Change Types
- Status Changed: Permit status updated
- Fee Added/Updated: New fee or amount change
- Inspection Scheduled: New inspection added
- Review Updated: Department review progress
- Party Added/Removed: Contact changes
- Document Uploaded: New attachment
History Entry Details
Each entry shows:
- Change type icon
- Description of what changed
- Previous and new values (when applicable)
- Timestamp
Note: Change history streams progressively to avoid blocking page load. You may see a loading indicator while history loads.
Organization Data Section
Data specific to your organization (not shared):
Notes
Add notes to document:
- Phone calls with jurisdiction
- Client communications
- Internal observations
- Follow-up reminders
To add a note:
- Click "Add Note" button
- Enter note text
- Click Save
Notes display author and timestamp.
Tasks
Create tasks for follow-up actions:
- Schedule inspection
- Pay outstanding fee
- Submit corrections
- Contact client
To create a task:
- Click "Add Task" button
- Enter task description
- Set due date (optional)
- Assign to team member (optional)
- Click Save
Tags
Apply tags to categorize permits:
- Client name
- Project type
- Priority level
- Custom categories
To add tags:
- Click in the tags field
- Type tag name
- Press Enter or select existing tag
Related Permits
If the permit has related records:
- Parent Permit: Original permit (for revisions)
- Child Permits: Sub-permits or revisions
- Linked Permits: Same project, different types
Click any related permit to navigate to its details.
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
Escape | Return to Watchlist |
N | Open add note dialog |
T | Open add task dialog |
C | Copy permit number |
Mobile View
On mobile devices:
- Sections collapse into accordions
- Swipe between sections
- Tap to expand details
- Actions available in header menu