Track a council permit
Keep the permit on the job, with a reminder before it expires.
What this is for
A permit that lapses stops an install on the day. Recording it against the job keeps the reference and the expiry where the person doing the work will see them, and warns you before the date passes.
Before you start
- Have the permit reference and its expiry date.
Step by step
- 1
Open the job and find the permit section.
- 2
Add the permit: which authority, the reference number, and the date it expires.
- 3
Attach the approval document so the installer has it on site.
- 4
Save. Sign OS reminds you before the expiry rather than on the day.
Tips & gotchas
- Record it when you apply, not when it is granted. A pending permit that nobody has chased is the thing that delays the job.
- If the install slips past the expiry, the permit is the first thing to re-check — the customer will assume you did.
Related guides
Work a job — steps, files & checklistsRun the operational side: production steps, attached files and QA checklists.Send goods out with the Outbound boardDispatch collections, deliveries and installs, and get the docket signed.Print the job sheet & SWMSThe shop-floor run sheet and the safety paperwork, as PDFs.