How it works

Everything hangs off the plan check, so status, deliveries and billing never have to be reconstructed. Here is the whole loop.

Step 1
Log the submittal
Create the plan check when plans arrive: SFA plan check number, agency plan check number, job address, valuation and client.
Step 2
Route reviews
Add a plan review per discipline and assign each one to a plan checker. Each review cycle gets the next check number.
Step 3
Record the verdict
Close each review with a verdict: accepted, not accepted or unresolved. A not-accepted verdict leads to a resubmittal and a new review cycle.
Step 4
Log deliveries
Record every hand-off of plans or comments: the recipient, the delivery method and, for couriers, a tracking number.
Step 5
Bill against the plan check
Add invoice details (type, quantity, rate, total) to the plan check that earned them, then group them on invoices for the client.
Step 6
Keep the client informed
The portal shows each plan check’s status, derived from its data: final approval, the latest verdict and later deliveries. Clients and staff talk in the plan check’s message thread.

Get your plan checks out of a spreadsheet

Ask for access, bring your Access history over, and keep every plan check in one record.