Workflow packet Permits queue Jobber + ServiceTitan, then Google Drive feed the packet before anyone starts chasing. Foreman view

The manual reality today

  1. 01

    No one has the full permits picture

    permit applications, inspection calendars, jurisdiction emails, job notes, and document folders each hold part of the answer, so the team burns time piecing together what happened before they can respond.

  2. 02

    The permits clock is easy to miss

    When a permit is submitted, inspection is scheduled, or a document is missing, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.

  3. 03

    Permits proof disappears into side channels

    Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.

How Imagine handles it

  1. 01

    Pull in the moving permits pieces

    Imagine watches permit applications, inspection calendars, jurisdiction emails, job notes, and document folders for new activity, stale items, and changes that affect the work.

  2. 02

    Put permits context in one place

    Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.

  3. 03

    Shape the human-facing permits step

    Imagine drafts a permit status summary, missing-document request, and inspection reminder using your rules, tone, and thresholds, then flags anything that needs judgment.

  4. 04

    Sync the approved permits update

    After review, approved actions are recorded in the job record and permit tracker with the context, approver, and timestamp preserved.

Works with the tools you already run

  • Jobber
  • ServiceTitan
  • Google Drive
  • Airtable
  • Outlook
  • Gmail

What changes

Permits opens with context

Prep work and status checks run continuously, so the team sees the few items that actually need a decision.

Customers get steadier permits updates

Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.

Permits review is cleaner later

Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.

Frequently asked questions

How does Imagine handle permits?

Imagine watches permit applications, inspection calendars, jurisdiction emails, job notes, and document folders, spots when a permit is submitted, inspection is scheduled, or a document is missing, and prepares a permit status summary, missing-document request, and inspection reminder for review. Approved actions sync back to the job record and permit tracker with the supporting context attached.

Who approves permits actions?

You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the job record and permit tracker is updated.

Which systems are used for permits?

This workflow can connect to systems such as Jobber, ServiceTitan, Google Drive, Airtable, Outlook, Gmail. Imagine works on top of those tools instead of replacing the system of record.

What does the team see for permits?

The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so inspection risk surfaces before it delays the job.

Hand the busywork to a system you can trust.

See how Imagine handles your messiest back-office loops, end to end, with a full audit trail and your team in control.

Get Early Access No access to your systems required to start the conversation.