Smarter Week

How to automate it

How to automate “apply for permits and book inspections”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

60 min
typically, once a week
40%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Process fix

Keep one permit tracker and reuse a ready packet for each permit type

A shared tracker of every permit and inspection with its status, plus a ready-made packet per common permit type, cuts the hunting and the repeat trips to the city portal.

Typically saves about 30% of the time1 h to set up
  1. 1List every open permit and inspection in one shared sheet or your project software, with job, portal link, status and next date.
  2. 2For your common permit types, save a packet: forms, license and insurance copies, standard drawings.
  3. 3Book inspections online and add them to the job calendar so the super sees them.
  4. 4Review the tracker in the weekly project meeting.

Tools: Procore, Buildertrend or a shared spreadsheet · City and county permit portals

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Construction office admin / project coordinator

HourLeak · the 8-minute work audit

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Other common tasks for Construction office admin / project coordinators