Recent updates
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How Do I Receive A Permit Payment?
Updated onArticleGo to Cash Receipting > Cash Receipts
Permitting Processing Permits Processing Permits
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How Do I Record Deposits In Permitting?
Updated onArticleDeposits are used when an up-front cost needs to be paid before the permit can become active. this is generally a plan check fee or review fee, but can be used anytime the tech needs to have the applicant pay a fee, but does not wish to invoice the entire permit. Deposits are rolled into the next invoice as payment towards that invoice.
Permitting Processing Permits Processing Permits
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How Do I Invoice A Permit Or Project?
Updated onArticleInvoices are created when the permit or project's contractor(s) are ready to being work. Once an invoice has been created, the permit is permanent and cannot be deleted. To avoid unnecessary permits, make sure the contractor is ready to begin work, all fees are accurate, and all required approvals have been passed. An invoice can be created two ways, at the permit screen and at the project screen. An invoice created at the permit level will invoice only that permit, while the project will invoice all permits attached to the project.
Permitting Processing Permits Processing Permits
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How Do I Record Parcels?
Updated onArticleParcels define a property in BIAS Permitting. Information found in the parcel screen includes subdivision information, zoning, occupancy type, etc., as well as the legal description and owner and occupant information. Parcels may be added or modified in the Control Center and the Parcel tab.
Permitting Processing Permits Processing Permits
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How Do I Add A New Project?
Updated onArticleProjects group common permits together to allow for quick reviews, reports, and tracking. Projects can be pre-populated with permits specific to the type of project or may be created empty.
Permitting Processing Permits Processing Permits
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How Do I Record Inspections?
Updated onArticleInspections that are required during the construction prosess are listed here. All required inspections should be passed before the permit is marked complete.
Permitting Processing Permits Processing Permits
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How Do I Add Approvals For Permits?
Updated onArticleApprovals are used when outside parties need to be involved, notified, or plans reviewed before a permit can be issued. If an approval is required and has not been passed, the permit will not be allowed to gain a permit number and/or be invoiced.
Permitting Processing Permits Processing Permits
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How Do I Assess Fees?
Updated onArticleAdding and removing fees from a permit in BIAS is an easy process. To add or remove a fee, simply check or uncheck the box to the far left of the fee. Fees typically have either a Rate or Fixed fee.
Permitting Processing Permits Processing Permits
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How Do I Add A New Permit?
Updated onArticleCreating a single permit is a simple process that can be done very quickly after setting up the defaults in the Advance Setup.
Permitting Processing Permits Processing Permits
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Work Flow
Updated onArticle- Select or Add a Parcel
- Add a Project or Permit
- Assign an Applicant and Contractor
- Create Valuation (if applicable)
- Review Plan Check Fees (if applicable)
- Determine Deposit (if applicable) and Invoice Deposit (if necessary)
- Review or Add Permits to Project (if applicable)
- Review and Add Inspections (Permits)
- Review and Add Fees (Permits)
- Assign Additional Contacts (if applicable)
- Review Total Fees and Inspections
- Review Approvals
- Review and Add Conditions
- Complete Approvals
- Invoice Permit(s)
- Receipt Payment
- Issue and Print Permits
- Change Fees, Valuations, etc. as required by the Permitting process
- Update Inspections
- Mark Complete when Permit is Approved, Paid and Inspections Passed
Permitting Introduction to Permitting Introduction to Permitting