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Job pipeline

The pipeline, stage by stage.

One board for where every job stands, and one record underneath it holding the permit, the crew, and the money.

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A stage shows what your team has recorded. It does not verify field progress, approve an inspection, or release a payment.
The FL Permit Pay Jobs workspace, showing every job by stage with open work, contracted value and what needs review across the top.
    Sample records from the demonstration organization, with names and street addresses replaced.

    How the work moves

    The job record carries the whole file.

    Instead of a job folder in one system and a permit in another, both live on the same record.

    1. Step 1

      See the board

      Every job sits in a stage, so the office can see what is stuck without asking.

    2. Step 2

      Keep the permit attached

      Permit status, dates, and inspections live on the job rather than in a separate tracker.

    3. Step 3

      Hold the evidence

      Field photos, documents, and change orders stay with the job that produced them.

    4. Step 4

      Bill from the same record

      Schedule of values, draws, retainage, and payroll all read from the job you already maintain.

    Next step

    Put the permit and the pipeline on the same record.

    Run the board your office already needs, without a second system for compliance.

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