Scheduling · Admin

A permit and inspection checklist for each new job

When a job is booked, Cowork checks the job type and city against the shop's own permit notes and writes a checklist into the job notes: permit needed or not, inspection stages, and what to have ready.

For: Electricians, Plumbers, HVAC contractorsBy John DietrichUpdated

The problem

Each city and county does permits a little differently. The office manager carries most of it in their head, and a missed inspection means a second trip. New office staff take months to learn it.

What Cowork does

  1. The shop keeps a Google Sheet of permit rules by city and job type, with links to each city's own permit pages.
  2. A daily task reads newly approved jobs from Jobber.
  3. It matches each job to the sheet and writes a checklist: permit yes/no, which office, inspection stages, typical lead time, and the link to the city page.
  4. If a city or job type isn't in the sheet, it says so and asks the office to add it.

Where the draft lands

A checklist in a Google Doc or Sheet row per job, linked from the job. With Composio, it can be added as a Jobber note (if available).

What stays with you

Pulling the permit and confirming the rules. Codes and fees change, so the city's own site is the authority.

Job checklistExample · Brightline Electric is fictional

Job J-2207, service upgrade, Millbrook.
Permit: yes, city building dept (online portal, link). Typical approval: 3 to 5 business days per our sheet (checked Sep 2).
Inspections: rough-in, then final. Utility disconnect/reconnect: schedule with the power company.
Missing from sheet: none.

Watch-outs

  • The checklist is only as current as your sheet. Put a 'last checked' date on every row.
  • Never let the draft decide that a permit isn't needed without a person confirming it.

Questions owners ask

Can it apply for the permit?

No. City portals differ and most need a licensed person to submit.

Will it look up codes?

It can summarize what your sheet and the city's pages say. It isn't a code reference and shouldn't be used as one.

Connector capabilities checked October 2026 against Anthropic and vendor documentation; they change, so confirm before you buy anything. Workahead is independent and not affiliated with Anthropic.