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A roofing CRM that also runs your Florida compliance
Open one customer record and see their jobs, permits and inspections. See the compliance items that could hold up work. FL Permit Pay keeps the customer and the work together. Your team still confirms county and DBPR information before leaning on it.
What you will do
- Make one record per customer
- Connect the job and permit
- See the next compliance action
Why a roofing CRM should track permits and compliance, not just contacts
- The customer sits in one system. The permit sits in a county portal nobody logs into. Nobody is watching the gap between them.
- 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.
- A general sales CRM is built for deals and pipelines. A roofer needs the client, the address, the job, the permit and the license in one view. That is a different thing.
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 sit in county portals and DBPR files, not in your contact list. A CRM that only holds phone numbers leaves the costly part unwatched.
Every Florida county runs its own permit portal, and they share no single status feed. A license status also has to say whether the record is current and active. So storing the number alone does not tell you the credential is ready to use.
When the customer and compliance records are separate, a renewal or permit date can be missed between teams. We keep the customer, the job, the permit and the license together. Whoever picks up the job sees what needs doing.
This is the angle a trade shop actually needs. A roofing CRM that tracks permits and compliance. One that treats getting the Florida rule right, and warning you in time, as the product itself. 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
We check your license number against the DBPR list. The state builds that list once a week. It reads the real status pair. It stamps Verified active only when the license is Current AND Active. Probation, inactive and suspended all show plainly. A license we cannot find in the file reads as could not verify. Never a false green.
- 5
Get warned before anything lapses
An open permit with an end date shows up on your dashboard as the date gets close. So does a credential near renewal. You see it about 30 days out, again inside a week, then overdue. We read those days on 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. In Hillsborough, Pasco and Pinellas we check the list against your job type. Other counties get a statewide list. We mark it as such, and we link you to the county's own site.
- We check against the DBPR list, which is built once a week. It is not a live lookup. Every stamp shows the day we pulled it. 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 permit rules move. Code cycles change them, counties amend them, and storms bring new orders. Work under a license that is not current and Ch. 489 can void the job, so check 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. Every job carries its customer, its permits, and its inspection results. Run the county pre-check, add the permit, and move it from applied to final.
Can a construction CRM verify my DBPR contractor license?
Yes, the same weekly DBPR check that covers your own license. Current and Active stamps Verified; anything else reads could not verify, never a false green.
Does it check Hillsborough or Pinellas on its own?
No. Your team enters the status shown by the county portal. The pre-check shows what the county asks for, with a link and the day we last looked. Your board warns you when an open permit is running out.
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. There is the construction CRM. There is the Permit and Inspection Hub. And we check the license with the state.