Septic permit and bid workflow

SepticPermitCRM

Move jobs from inquiry to approved permit with septic-specific stages, perc-test tracking, county checklists, proposal follow-ups, and print-ready packet summaries.

Start 14-day trial See workflow

1New inquiry

2 jobs

2Site visit scheduled

3 jobs

3Soil/perc test pending

4 jobs

4Permit packet incomplete

5 jobs

5Submitted to county

6 jobs

6Permit approved

7 jobs

Pipeline

Septic-specific stages from inquiry to install.

County templates

Reusable permit requirements by county.

Packet export

Browser print-to-PDF job summaries.

Follow-ups

Daily due and overdue proposal reminders.

Built around pre-install septic work.

Track perc tests separately from permit packet status.

Apply county-specific requirement templates to any job.

Store Drive or Dropbox links without managing file storage.

See proposal follow-ups due today before revenue leaks away.