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Stage Permits in PermAssist - Scenario 1 (Applicable for all the customers)
Stage Permits can be Issued under 2 scenarios. Scenario 1 You have an application and you know it's going to be a stage permit anyway.Then you will need to follow these steps. Please note that, to create a stage permit with latest details, always you ...
How Xero Integrates with PermAssist
.Create an invoice in an Application in permassist. Now Let's see how the pushed invoice will process through XERO.
Referral Source and Revenue Category
The Purpose of having this will be able to get the data to drill down on the amount of jobs coming in for a particular revenue category, and then the source of that revenue. This way user can see what jobs are coming in via our regular clients, what ...
How to Manage Protection Work in Application Details including Form 6.
1.Go to Application Details > click on the edit icon as below. 2.go to the "Protection works matters" tab > and select the items as in below snip and submit. 3.Once you select and submit it will appear in "Form 6 - Determination That Protection ...
PermAssist workflow
PermAssist workflow You can find a progressive step by step video of this workflow in the help files section under ‘Workflow’. The ‘Proceed To’ function will always move forward to the next stage of an application in the workflow. You can alter ...
Building Permits under Corporate Registration in PermAssist
This is a step by step guide to issue the Building Permits under Corporate Registration. Please add Corporate Registration Name and the Corporate Registration Number in System Admin->Licence Details section as shown below. Click on System Admin and ...
How to Preview Forms
Step 1 Step 2 Step 3 Step 4
How to Manage Application Tag Function
Step 1 Step 2 Step 3 Now go to an Application.
How to Manage Inspection Folder
1.Go to an Application > Go to the Inspection Section > Click on the Inspection Folder. 2. Type the folder name to create an inspection folder. 3. Then click on the "add one inspection" icon. Created folder and inspection will appear under as below.
How to Search Lodged Applications
Step 1 - Go to Search Menu Tab > Click on Application Lodged You will get below screen and from there follow the steps as mentioned in the image.
How To Add Text Stamps for PermAssist
Please follow the Listed steps below to create a Text Stamp for PermAssist; Step - 1 - Go to System Admin. Step - 2 - Select the Stamp from the Menu. 3.Step - 3 - Click On the Add New icon shown in the image. 4.Step - 4 - ...
How to Fix the PDF documents if they failed to stamp or failed to load
Step 1 - Open the PDF document using any web browser. Example - If you use Google Chrome, Open the document and click on "Printer" Icon. Step 2 - From there, Click on "Change Button". Step 3 - Click on "Save As PDF". Step 4 - Destination will ...
How to issue the Certificate of Final Inspection and Occupancy Permits for projects
To issue The Certificate of Final Inspection and Occupancy Permits for projects,You need to add the Decision first. Steps to add a Decision: Go to the relevant application. 2. Fill the Contact details of the Applicant and Council from the ...
How to locate Account code
1.Login to your Xero Account. 2. Click on "Settings". 3. Click on "Chart Of Accounts". 4. Now you can locate the account code from the "Code" Column as below.
How to add Council in Application Contact
1. Through Add from Contact Follow below steps Type Council Name in field Add From Contact Select Appropriate Council from Suggestions.
How to process invoicing through perm assist to xero
1. Go to an Application. 2. Add Fee Item to an Application. Select Fee Type > Type Fee Item> Type Unit Price,Quantity etc > Type Accound Code > Click On Submit 3. Then Go to Invoice and receipt section to add an invoice. Step 1 - Select the contact ...
How to Manage Section 30A checklist
Step 1 - Go to the Application that you want to add the checklist and Click on the Edit button from the "Application Details" Area. Step 2 - Click on "Section 30 A" tab. Step 3 - tick the appropriate checklist items that you want to appear in the ...
Auto Alert in Form Templates
A New Feature of Auto Alert for Form Templates is Implemented in Perm Assist. Business Requirement Some users(Surveyors) wish to receive alerts after some specific number of days after the letter is sent to the customer. PermAssist assumes the ...
How to add Merge Fields to PDF
Please find below guide to add Merge Fields to PDFs. 1. Open the PDF file in Nitro Pro. 2. Go to Forms > Click on TextField to add TextField to PDF. 3. Now RightClick on the newly added TextField and go to Properties. 4. Add the merge field in Name ...
Application Tag Feature in PermAssist
The Application tag function is just there so that you can add a particular tag to the application such as "Important" or "Urgent" or any other value. You can add the Tag options through System Admin->Tag section as shown below. Then you can select ...
Copy Current Application to New Application
To copy current Application Click on "Copy Current Application" on that application screen as shown below-: 2)Select the Sections you want to copy to the Staged Permit Application. 3)A new Application will be created automatically in PermAssist with ...
How to add Amendment to Permit
Here are the steps you need to follow to add an amendment. Click on Edit Application Change the cost of development to the newly updated cost (amended cost). Now, we need to add Amendment, thus go to amendment section Click on Add Now Add Respective ...
How to Save Emails from Outlook to PermAssist
ISSUE: How to save an email from outlook portal to Perm Assist Application RESOLUTION: Follow below steps STEP 1 - Saving an email from Outlook Select the email message Go to File > Save as Enter the desired name Select Save as Type as Outlook ...
Steps to Drag and Drop a document file from email to Document section in PermAssist
Steps to Drag document into Document section.