Job address
Address, parcel or unit notes if available, property contact, access instructions, HOA or building manager contact.
Permit prep
Organize job details before calling the permitting office.
Local requirements vary by job type, address, authority, trade, and scope. This organizer helps collect questions and packet items before a contractor contacts the local office or authority having jurisdiction.
Organizer
Common packet fields to prepare before the conversation.
Owner and contractor details
Customer contact, contractor contact, license or registration notes, trade category, and who will call the local office.
Scope summary
Plain-English description of work, affected areas, approximate dimensions, materials, and what is not included.
Supporting files list
Drawings, photos, product details, utility notes, engineering documents, site plan, or manufacturer details if requested.
Local-office questions
Ask about forms, inspections, submittal method, fees, review timing, trade-specific requirements, and who can submit.
Decision log
Record who answered, date, office name, next step, and what still needs confirmation. Do not treat notes as legal advice.
Safe agent output