Plan check tracking, delivery, and billing, done right.
Track every plan check from submittal to final approval, coordinate reviews and deliveries, and bill it all in one place — built for plan-review firms in Sunnyvale, CA and beyond.
How it works
Log the plan check
Submittal date, job address, valuation, and client all land in one record the moment a plan check comes in — no more hunting through spreadsheets or binders.
Route reviews and deliveries
Assign each discipline to a plan checker, track review status, and log every delivery and resubmittal against the plan check it belongs to.
Bill with a paper trail
Every fee, invoice line, and final approval date is tied back to the plan check that earned it, so billing and reporting are never a reconstruction project.
Why plan-review firms use Plandata
Plandata tracks the full lifecycle of a plan check — submittal, review, delivery, and billing — for firms that review plans on behalf of municipalities and agencies. We built it after watching that work get tracked in a decades-old Access database that only one person in the office really understood.
Every plan check gets a single record: who the client is, which disciplines are reviewing it, when it was delivered and resubmitted, and what was billed against it. Nothing has to be reconstructed from memory or a paper file when a client calls asking for status.
From there, reporting and billing follow the same record — no separate spreadsheet to keep in sync. We work with firms across Sunnyvale, CA and are glad to answer questions about migrating existing plan check history.
Good to know
Contact us
Questions about Plandata, access for your firm, moving your Access history over, or something not working? Send a message.
Ready to get your plan checks out of a spreadsheet?
Get in touch with Plandata and we'll walk through what moving your plan check tracking over looks like.
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