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Guides for projects, document intake, prechecks, corrections and reviewer workflows.
By category
Getting Started
Set up your workspace, first project, and team.
Projects
Create, edit, archive, and organize permit projects.
Document Intake
Upload, categorize, and store permit documents safely.
Permit Precheck
Run rules-only readiness checks before submission.
Readiness Reports
Read and act on PermitOS readiness scores and issues.
Zoning Assistant
Record zoning questions, parcel context, and source notes.
Correction Workflows
Turn correction comments into trackable fix tasks.
Reviewer Workspace
Confirm, dismiss, or route flagged issues with audit trail.
Team and Permissions
Invite teammates and manage workspace roles.
Billing and Plans
Workspace usage and how plans work.
Privacy, Consent, and Email Preferences
Cookie consent, marketing consent, and email settings.
Trust and Safety
What PermitOS does — and clearly does not — do.
Troubleshooting
Common issues and how to resolve them.
Production Readiness
Legal, email, and consent steps before going live.
Featured guides
Create your first permit project
Set up a project with the address, jurisdiction, type, and work description so PermitOS can run accurate prechecks.
Upload and categorize permit documents
Categorize each document so the precheck checklist can match it. Files are stored privately, scoped to your organization.
Run a rules-only Permit Precheck
Rules-only precheck verifies project metadata and document inventory. It does not read plan contents.
Understand your Permit Readiness Score
Readiness is a 0–100 weighted deduction score — a triage signal, not a guarantee of approval.