Track - Permits

The Track Permits screen allows you to take a look at the Status of every Permit that has been entered for a Job. 

Requires the Elite Version of AccuLynx to access the Track Pages.

Hover over the Track menu at the top of the screen, and then select Permits.

From left to right, this screen shows you a list of all Permits that have been entered: Draft, Applied for, Pulled, Posted, have an Inspection Scheduled, or Complete.

1. Search for a specific Job
2. Select the desired date range
3. Filter the lists by a specific assigned company representative
4. Check this box to select all the Permits in a section.
5. Check this box to select one Permit at a time.
6. Click the Name (Job Number) to be directed to that Job's Permit page.
7. Clicking on the Print Icon at the top of the page will allow you to Print the list out. You must have at least one Order selected for this option to become available.

After selecting at least one Job, you can click one of these arrows to move the Permit into one status left or right, or use the arrow with the line to move the Permit directly to the Complete status.

At the top of many of the columns are white Fields where you can Filter the results further. For instance, by entering a Sales Rep’s initials in the Rep. Field, you can view all of his/her Permits only.