Permit and inspection tracking
Each job's permit and inspection dates the owner entered sit in a tracker, with reminders and routine status-email drafts.
Office help for HVAC, plumbing, roofing, electrical, landscaping, pool and cleaning businesses. SI drafts, tracks and reminds; the owner approves every quote and message. No pricing promises, no safety or code advice, and customers' information stays private.
Worth knowing: Office support only: SI does not set or promise prices, give safety, repair, code or insurance advice, or make any commitment for the business. The owner or an authorized person reviews and approves every quote, schedule commitment and customer message. Licensing, advertising, deposit and permit rules vary by state, and customer information is used only in checked tools with access controls. SI tracks only what the owner enters and never says whether a permit is required, whether work passes code, or what a deadline legally is; permit, deposit and start-date rules vary by state and city, so check yours.
The problem
Permits and inspections are missed or forgotten, which stalls jobs and can cause problems later.
What SI does
SI keeps a tracker per job (permit needed per the owner, applied date, permit number, inspection dates, status), reminds the office of next steps and stale items, and drafts routine status emails to the permitting office for the owner to send.
Examples
The same job looks different in different businesses. These are illustrations, not client results.
- Two-crew roofing business
A tracker for [Job] lists the permit number and inspection dates the owner entered. Stale items are flagged for the office.
- Small HVAC company
A routine status-email draft to the permitting office waits for the owner to send.
- Solo plumber
Next-step reminders cover only dates the owner supplied. SI does not say whether a permit is required.
What it takes to set up
GemmiSI sets this up on your own equipment and accounts; your data stays with you. Before connecting anything that holds customer information, the business checks the tool's terms and data practices, sets access controls and limits SI to the minimum necessary. Start with sample or made-up information. Use only dates and permit numbers the owner has entered. SI does not decide whether a permit is required. Setup is often a few days.
What a human still checks
- The owner or office manager approves before anything goes to a customer, vendor or inspector.
- SI never sends a quote, takes a payment, books a job or submits anything on its own.
- Urgent or unusual items go to a "needs owner review" queue.
- The business decides what customer data SI may see, and testing starts with sample information.
- The owner or licensed qualifier decides which permits are required, pulls and signs the permits, and attends or schedules inspections.
Try it yourself
Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.
Keep a tracker per job from these owner-entered fields [paste]: permit needed per the owner, applied date, permit number, inspection dates, status. Remind the office of next steps and stale items. Draft routine status emails for the owner to send. Do not decide prices, code requirements or whether a permit is needed. Do not say whether work passes code or what a deadline legally is. Permit, deposit, and start-date rules vary by state and city, so the owner checks theirs. Do not send anything. Do not decide prices, code requirements or whether a permit is needed. Pause and show me before sending, quoting, booking, ordering or changing anything. Use only the sample or made-up information I provide; do not include real customer names, addresses or payment details.
Next step
Want this built? Book a free 30-minute consult
Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.