Run your whole business in one place.
Leads, estimates, jobs, crews, purchasing and payments in one system, from first call to final payment. Clients sign and pay from a link, no account needed.
Made-up clients and jobs. Nothing you do here is saved, and no sign-up is needed.
Price it from your own jobs.
PermitLogic works out the numbers from your records. Ask PermitLogic, the built-in assistant, explains them in plain words. You decide the price.
Price check
- Your similar past jobsOn every estimate: what you usually win at, what those jobs really cost, the margin you made, and where similar bids were lost.
- A suggested priceOne that keeps your profit target after overhead, with extra drive time and truck miles added when the job is farther out than usual.
- WarningsA price below cost, a thin margin, a usual item left off like the dumpster, or crews running over the hours you quoted.
- One tapUse the suggested price, or fill empty prices from past jobs. It gets sharper as you send estimates, mark them won or lost, and log job costs.
Business numbers
- Monthly profit and lossSales, job costs, gross margin, overhead and net for the last 6 months.
- Break-evenWhat you need to bring in each month and each working day.
- Lead sources and marginsWhat each lead source costs per job won, and finished jobs ranked by real margin.
- Ask about your businessAsk PermitLogic answers from your own numbers: which jobs lost money, what a lead source costs, what’s still owed. Owners and admins only; overhead and ad spend stay private to them.
Starter price books
- 15 trades, about 1,400 itemsPriced the way each trade bids: by the square, linear foot, square foot or flat rate per task, at typical U.S. prices.
- Yours to changeEdit any item, load any trade's book, and use whatever units you like.
Everything the job needs.
One login for the office, the field and your clients. Turn off anything you don't use.
Sell the job
- PipelineEvery lead and job by stage, from first call to finished. Drag a job to move it along.
- Estimates and change ordersClients approve from a link, or sign on your screen with Apple Pencil or a finger.
- Calls, emails and textsSent from the CRM and logged on the customer, with their whole history in one place.
- Price bookYour items with cost and price, pulled into estimates, invoices and orders. Start from a book for your trade.
- Your brand on every pageEstimates, invoices and change orders lead with your logo, name and color, with a quiet Powered by PermitLogic footer.
- Company defaultsSet your deposit percentage and how many days an estimate stays valid.
Run the job
- Scheduling and tasksWho is where, what is due, and what is overdue, across every job.
- Purchase orders and inventoryOrder for a job, then receive it onto the job or the shelf.
- Permits and inspectionsApplications and inspections tracked on the job, with re-inspections lined up when one fails.
- Service and warranty callsCallbacks tied to the job, its client and its warranty.
- CrewClock in from a phone and see today's jobs and tasks. Enterprise
Get paid
- Invoices and paymentsClients pay by card or bank from a link. Files for QuickBooks Online and Xero.
- Job costingCost against the estimate as the job moves, with received orders counted in.
- Commissions and payrollYour own commission plans, exported with hours to ADP, Gusto or Paychex. Enterprise
Your team and your clients
- Client portalClients sign and pay from a link, no account needed. Invite them to Sully, our free homeowner app, and they can also follow the job, message you, send change requests and approve change orders, under your brand. About the portal
- Team rolesEach person sees the pages their role needs.
- Subs, vendors, tools and fleetThe people, companies, tools and vehicles behind your jobs.
- Slack and TeamsNew leads, signed estimates, payments and job updates posted to your channel.
Works on whatever you carry.
PermitLogic runs in any browser and in the iPhone app, laid out for the screen it's on.
The whole CRM, in your pocket.
Open an iPhone Duo and PermitLogic is the full office: pipeline, estimates, invoices. Hand it to the client and they sign right on the screen.
Plans that grow with you.
Start on your own. Add the team when you're ready.
Professional
$100 a month
Or $1,000 a year. The complete CRM for a one-person operation: pipeline, estimates with price check, invoices and payments, business numbers, scheduling, purchasing, permits and the client portal.
Enterprise
$399 a month
Or $3,990 a year. Everything in Professional, plus roles, crew, commissions, fleet, reporting, sign-in at yourcompany.permitlogicai.com, and the API.
Contractor questions.
Call (866) 464-1540 or email hello@permitlogicai.com.
Can I try it first?
Yes. Press Try it live above to use the real app with a sample company, or call us for a guided tour.
Do my clients need an account?
No. They sign estimates and change orders and pay invoices from a link. If they want more, invite them to Sully, our free homeowner app: they can follow the job, message you, send change requests and approve change orders there.
Does it work with QuickBooks?
Yes. QuickBooks Online is built in, and every plan exports files for Xero. Enterprise can have other systems connected on request. See integrations.
Is there an iPhone app?
Yes. PermitLogic is on the App Store. You can sign up, pick a plan, start the free week and set up your company right in the app.
Does the AI set my prices?
No. The price check suggests a price from your own past jobs, and you decide. Ask PermitLogic, the built-in assistant, only explains numbers worked out from your records.
Can I bring my data over?
Yes. Import clients, jobs, leads and your price book from a spreadsheet or your old CRM's export. Rows with problems are listed so you can fix and re-run them.
Can I leave with my data?
Yes. Every plan exports for QuickBooks and Xero and downloads CSVs from Reports and your lists. Enterprise owners and admins also get Export everything in Settings: one zip with every record as a spreadsheet.
Ready when you are.
Bring your clients, jobs and price book in from a spreadsheet. Running a team? See Enterprise.