INDUSTRY · PERMITS + DESIGNPermits + Design
Permits + Design
No more shooting in the dark.
Ops Analyst, Estimator, and Office Assistant. Built around permit tracking, client updates, and a bird's-eye view.
AT A GLANCE
TYPICAL STACKJobTread, Airtable, Notion, HubSpot, Aircall
STARTER CREWOps Analyst, Estimator, Office Assistant
WHERE MOST STARTPermit Tracker or Ops Command Center
permit tracking by jurisdiction. Clients get real answers instead of guesses.Permits + Design · Permit Tracker · JobTread → Airtable → Notion
7skills ready to install for permits + design companies.Proposal → Contract · Lead Intake & Booking · Job Closeout
01 · THE TRADE
AI for permits + design
Permit and design companies live between clients and jurisdictions. Without data, every timeline is a guess, and clients feel it.
We built one local permit and design company a reporting system that tracks which jurisdictions take longest, so the team can plan around slow ones and clients get real timelines.
02 · WHAT'S HAPPENING IN PERMITS + DESIGN
Permits disappear into jurisdictions, and nobody can say when they'll come back.
Sounds familiar?
No idea which jurisdiction takes longest
Clients asking "when?" with no real answer
Calls, jobs, and deals in separate tools
Approvals stuck waiting on the wrong person
That's us. Book a call →03 · HOW IT WORKS
How skills, agents + Claude help
01Every permit is tracked by jurisdiction and permit type
02Clients get real timelines instead of guesses
03The team sees what is slow and stuck, and what to tell each client
04Your team approves anything that touches money or a client
04 · HOW IT CONNECTS
How it connects
Skills we automate
Proposal → ContractAn approved proposal becomes a standard contract, out for e-signature in a minute.Lead Intake & BookingA form or call creates the CRM contact and the JobTread customer, then books the site visit.Job CloseoutFinal invoice, review request, and warranty record, sent automatically.Weekly Owner ReportMonday morning: work in progress, cash, close rate, and jobs at risk.Permit TrackerTracks every permit by jurisdiction, so you know which ones take longest and clients get real answers.Ops Command CenterScans Aircall, JobTread, and HubSpot and tells you what is happening, who needs to approve what and why, and what to do next.Lead ROI TrackerTracks what you spend on Angi, Thumbtack, and other lead sources, follows every lead through JobTread, and shows the true ROI of each source.Starter crew
Ops AnalystRuns on Claude. Watches calls, jobs, deals, and permits, then tells you what's happening, who needs to approve, and what to do next.EstimatorRuns on Claude. Writes estimates and scopes of work, and keeps every unsigned bid warm.Office AssistantRuns on OpenClaw. Answers "where's the Smith job?" by text or Slack, and triages the inbox.Typical stack
JobTreadJob management for builders and remodelers: estimates, budgets, schedules, time entries, and daily logs.AirtableA flexible database for reporting and operations data.NotionDocs, SOPs, wikis, and reports.HubSpotCRM and pipeline for teams with longer sales cycles.AircallCloud phone system: calls, recordings, and call notes.Stacks we wire together
HubSpot + JobTreadClosed-won deal creates the job, budget, and tasksHubSpot + AirtableOne clean source of truth for reportingAirtable + NotionMonday owner report built from Airtable dataAircall + HubSpotEvery call logged on the right HubSpot contact, with a Claude summaryResults in permits + design
Live · Permit reportingLocal permit + design company: No insight → Live trackingOther industries
RemodelingEstimator, Dispatcher, and Bookkeeper. Built around JobTread proposals, change orders, and draw schedules.RoofingFast lead response, storm-surge intake, and insurance paperwork handled for every job.HVAC + PlumbingDispatch, maintenance-plan renewals, and after-hours intake by an agent.Agencies + B2BClient onboarding, status reports, and renewals, from deal to delivery.InspectionsField Reporter, Office Assistant, and Ops Analyst. Built around scheduling, site visits, and fast reports.General ContractorsOps Analyst, Estimator, and Bookkeeper. Built around a bird's-eye view of calls, jobs, deals, and lead spend.05 · QUESTIONS
Questions, answered.
Still not sure? Bring your question to a free 30-minute call. You'll leave with a written plan either way.
Book a 30-min ops callYes. That is the core of the Permit Tracker.
You decide. Many share a simple status update.
No. We build on the tools you already pay for, like JobTread, QuickBooks, and your CRM.
Anything that touches money or a client waits for your approval, and every run is logged so you can see exactly what happened.
After a free 30-minute call, you get a written plan with a fixed price and a timeline before you commit to anything.