Permit numbers · your jurisdictions
You pick your state and the counties you actually work in. Every AHJ inside them — the county building department and each city that issues its own permits — comes with it, and a nightly scan matches missing permit numbers to your jobs by address, never by contractor name.
Permit numbers go missing for ordinary reasons: a permit tech never emailed it back, an old job was imported without one, or the number lived in someone's inbox and left when they did. Chasing it down by calling the county one job at a time does not scale past a handful of open permits.
Setup starts with your market, not ours. Choose your state, tick the counties you pull permits in, and every authority inside them is added at once — county departments and self-permitting cities alike. Add them one at a time or take the whole county in a click. Where a portal needs your login, you store it and it is encrypted; on most portals no login is needed at all, and the screen tells you which is which.
From then on SolarProjeX scans your open permits every night against public permit records for the jurisdictions you claimed. Matching runs on address, never on contractor name, so a permit pulled by a different contractor of record, a homeowner, or a prior installer still matches your job correctly.
How matching works
Pick your state and counties at setup. Every AHJ inside them is added at once, county departments and self-permitting cities alike.
Store portal credentials only where a portal actually needs one. Most are read from public search pages with no login at all, and the screen says which.
Never by contractor name — so a permit pulled under a different name still matches your job.
Candidate matches surface for a human to confirm, not a silent auto-fill that could attach the wrong permit.
The ones you choose. At setup you pick your state and the counties you work in, and every authority inside them is added together — you are never handed someone else's coverage map.
A nightly scan checks your open permits against public permit records for your jurisdictions, matching candidates to your job by property address rather than contractor name.
Only where a portal actually requires one, and most do not — the majority of these records are read from public search pages with no account at all. Where a login does help, it is stored encrypted and used only to sign in on your behalf. Each authority on the setup screen tells you which case it is.
No — matches surface as candidates for your team to confirm before they attach to the job.
No, and that is deliberate. Accepting a match records the permit number and nothing else. It never sets a stage, never changes a date, and never moves a card — your permit board is only ever moved by a person.
Ask for it from the setup screen and it goes into the queue to be added. Anything you have already claimed starts working automatically the day its portal is supported, so you do not need to come back and tick it again.
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