What the city requires, before the job starts.
An inspection template is what one jurisdiction requires for one project type: the inspections in the order they get called, the separate permits, what they cost, and the notes your office has learned the hard way. Apply it to a job and it fills the schedule and the budget.
7 days free. From $159 a month after — every tool on every plan. Cancel any time.
One per city, per project type.
Kitchen remodel in Littleton. ADU in unincorporated Jefferson County. Each template lists the inspections in the order they are called — footing, framing, rough electrical, rough plumbing, insulation, drywall, final — and the separate permits with their fees.
- County notes: the phone line, the cutoff time, the portal link, the inspector who wants the ladder set up
- Requirements list — the drawings and documents they ask for
- Live templates apply to jobs; drafts stay in the office until they are right
The inspections land on the schedule, the fees in the budget.
Apply the template with a start date and every inspection becomes a task on the job schedule, in order. Permit fees become budget lines. When the city changes a fee, you change the template and the next job picks it up.
- "10 inspections · 2 separate permits · $2,235 expected"
- Move an inspection date and dependent tasks move too
- Remove a template from a job without losing the rest of the schedule
Changes that sign like estimates.
Scope changes get a change order with a price and a cost. The homeowner signs it on their phone; approved, it moves the contract value and the budget together and shows in their portal. Pending ones sit on the dashboard until they are decided.
- Line items with vendors on each change
- A sign link the client opens on their phone
- Counts toward the total only once approved
The same record, further along.
Nothing here is a separate module with its own copy of the data. Inspections & permits is one view of the job; these are the next ones.
Applied inspections are tasks on the job schedule, with dependencies like any other.
Permit fees post to the budget the day the template is applied.
Approved change orders show the homeowner what changed and what it did to the balance.
Straight answers.
No — templates are written by your office from what each jurisdiction actually asks for, which is the only version that has ever been right. Once written, a template is reused on every job of that type in that city.
Yes. Files, links and contacts live on the template, and the project keeps its own permit documents.
Keep going.
Put one of your own jobs through it.
Free for 7 days. We set the company up with you, load the first job together, and you judge it with your numbers — not a demo’s.
7 days free. Card on file, nothing charged until day 8. From $159 a month after — cancel any time.