Permits, Drawings & Site Setup — Update / setup form (auth-only) for Property Management. Embeddable version — a transparent, chrome-free form that floats over your own website design (pair with the standalone version for a hosted page).
The design, permitting, and site conditions we need confirmed before work can begin.
What it collects (by section):
- Design team & drawings — Architect / Designer (name) [short text]; Engineer(s) Involved [long text]; Drawings/Plans Stage [dropdown: None / Concept/Schematic / Design development (~50%) / Construction documents (100%) / As-builts only]; Trade Category (if subcontractor) [dropdown: General trades / Carpentry / Drywall / Painting / Electrical / …].
- Permits & approvals — Permit Required [dropdown: Unknown / No / Yes - by client / Yes - by contractor]; Permit Jurisdiction [short text]; Permit / Application Number (ref) [short text]; Permit Status (construction) [dropdown: Not submitted / Submitted / Corrections requested / Approved / Issued / …]; Inspection Types Anticipated [multi-select: Building / Electrical / Plumbing / Mechanical / Insulation / …]; HOA / ARC Approval Status (project) [dropdown: Not applicable / Not started / Submitted / Approved / Denied].
- Site conditions — Site Visit / Walkthrough Date [date]; Existing Conditions Notes (jobsite) [long text]; Structural / Utility Locates (811) Status [dropdown: Not requested / Requested / Marked / Not applicable].
Form type: Update / setup (up), auth-only. Niche: Property Management. Deployment: embed.
Best for / surface when: Property Management client workflow — permits, drawings & site setup.