Feature
Plan check tracking
One record per plan check, from submittal to final approval, with its reviews, deliveries and billing attached.
A plan check is one submitted set of plans that your firm checks. It carries your SFA plan check number (unique within your organization), the agency’s own plan check number, the SFA job number, the job address, the valuation and the client.
The plan check page in the dashboard shows its plan reviews, deliveries and invoice details together on a timeline. Free-text new year update notes, carried over from the legacy app, stay attached to the plan check they describe.
Status is never typed in. It is derived from the record: final approval, the latest plan review’s verdict and any later deliveries.
More features
All features →- 01
Discipline reviews
Route each plan check to a plan checker per discipline, track review cycles and record the verdict.
- 02
Deliveries
Log every hand-off of plans or comments: who it went to, how it was sent and the courier tracking number.
- 03
Billing
Bill each plan check line by line and group the lines on invoices for the client.