A roofing CRM that also runs your Florida compliance
Open one customer record to see their jobs, permits, inspections, and the compliance items that could hold up work. FL Permit Pay keeps the relationship and the work together, while your team confirms county and DBPR information before relying on it.
What you will do
- Create one customer record
- Connect the job and permit
- See the next compliance action
Why a roofing CRM should track permits and compliance, not just contacts
- The customer lives in one system and the permit lives in a county portal nobody logs into, so no one is watching the seam.
- A contractor license can quietly go inactive between jobs, and you find out when a GC's compliance desk runs it.
- A permit can expire before the job is finaled, stopping work and stalling the draw, with no reminder from the county.
- Generic sales CRMs are built for deals and pipelines, not for a roofer who needs the client, the address, the job, the permit, and the license in one view.
A generic sales CRM manages deals. A Florida roofing shop's real exposure is not a lost lead, it is an expired permit or a license that went inactive. Those facts live in county permit portals and Florida DBPR files, not in your contact list, so a CRM that only holds phone numbers leaves the expensive risk unwatched.
Every Florida county runs its own permit portal, and the portals do not provide one shared status feed. Meanwhile a license status includes whether the record is current and active, so storing the number alone does not confirm that the credential is ready to use.
When the customer and compliance records are separate, a renewal or permit date can be missed between teams. FL Permit Pay keeps the customer, job, permit, and license together so the person reviewing the job can see what needs attention.
This is the compliance-and-cash angle a trade shop actually needs: a roofing CRM with permit and compliance tracking that treats getting the Florida rule right, and getting warned in time, as the product, not an add-on.
How FL Permit Pay runs your CRM and your Florida compliance together
- 1
Build one customer record
Add the contact name, email, phone, and billing and site addresses once. The customer record keeps those details beside every job for that customer.
- 2
Attach every job to the client
Pick the customer when you create a job, and every roof for that client rolls up under one record. You see the whole relationship, and the address, at a glance instead of the same customer showing up five different ways.
- 3
Track permits and inspections on the job
Choose the county and job type, review the sourced pre-check, and open the county link to confirm the requirements. Add the permit to the job, move it from applied to final, and record each inspection result. Permit status is entered by your team and is not pulled automatically from county portals.
- 4
Verify the DBPR license against the state's own record
FL Permit Pay matches your stored contractor license against Florida DBPR's official weekly construction extract and reads the real status pair. It stamps Verified active only when the license is Current AND Active, shows probation, inactive, or suspended plainly, and treats a license not found in the file as could not verify, never a false green.
- 5
Get warned before anything lapses
Open permits with an expiration date, and credentials nearing renewal, surface on your dashboard as the date nears (about 30 days out, then inside a week, then overdue), anchored to Florida time so nothing reads as late a day early.
What is accurate, and what to confirm yourself
- Your customer list, jobs, permits, and documents are private to your company. Viewing and editing them depend on the roles your company assigns.
- Permit tracking uses the information your team enters. Sourced pre-checks are verified to the job type for Hillsborough, Pasco, and Pinellas; other counties get a clearly labeled statewide baseline plus the county's portal.
- License verification uses DBPR's weekly construction extract, not a real-time lookup, and every stamp shows the date it was pulled. Because the file omits lapsed, void, and delinquent licenses, a license that is not found is shown as could not verify, never a green stamp. Confirm on the state site before you rely on it.
- Permit and compliance tracking is not legal advice. Florida permitting changes with code cycles, local amendments, and post-storm orders, and working under a license that is not current can void a job under Ch. 489, so confirm the rule with the county and DBPR before you rely on it.
Common questions
Is there a roofing CRM that also tracks Florida permits and inspections?
Yes. Each customer is attached to every job, and each job carries its permits and inspections. Run a sourced county pre-check, add the permit, move it from applied to final, and record inspection results. Your team enters permit status because FL Permit Pay does not pull live status from county portals.
Can a construction CRM verify my DBPR contractor license?
FL Permit Pay matches your stored license against Florida DBPR's official weekly construction extract and stamps it Verified active only when the record is both Current and Active. It is a weekly extract, not a real-time lookup, and a license not in the file is shown as could not verify rather than a false green. It is not an official record, so confirm on the DBPR site before relying on it.
Does FL Permit Pay pull permit status automatically from Hillsborough or Pinellas county?
No. Your team enters the status shown by the county portal. The pre-check shows the county's published requirements with a source link and the date last checked, and your dashboard warns you as an open permit's expiration date nears.
Is my customer and job data private to my company?
Yes. Customers, jobs, permits, and documents are private to your company. You assign the roles that control who can view or edit customer records.
Put the guide to work.
See how the pieces fit: the construction CRM, the Permit and Inspection Hub, and state-backed license verification.