Missing client inputs
A project remains open while staff chase information that was requested in another thread.
Backed byClient Intake & Follow-Up Software for Permit Expediters Permit inquiries,
Client Intake & Follow-Up Software for Permit Expediters Permit inquiries,
kept together.
Keep permit project inquiries, drawing files, client questions, and follow-up ownership together with Zweelie customer-work tools.
Customer work for permit expediters
Zweelie helps permit expediters manage the client communication surrounding a submission. A missing drawing, revised scope, or unanswered owner question can leave work waiting. Keep the request, relevant files, and conversation history connected so the team can identify and follow up on the next client action.
Built around the work of: permit-expediting business owners, permit coordinators, development support consultants.
When a request gets lost, the work can follow.
The customer communication problems that permit expediters need to solve.
What's at stake
Revisions detached from context
A new drawing arrives without the conversation explaining what changed.
Unclear follow-up ownership
The owner assumes the coordinator replied, while the coordinator waits for the owner.
From the first inquiry to an owned next step
Example workflow for permit expediters; your staff confirm scope, timing, and any professional decisions.
Collect project context
Gather the property, proposed work, client contact, and requested support through a tailored form.
Connect files and discussion
Attach drawings and correspondence to the contact or opportunity, with notes identifying what still needs review.
Assign the next client action
Use an opportunity owner and reminder for missing information while official submissions remain in the relevant portal.
Capabilities
One customer history, from inquiry to follow-up
Give your team calls, forms, opportunities, files, notes, and payments that share customer context. Features and usage allowances depend on your plan.
Calls and SMS
Configure your receptionist and call routing. Keep customer texts, call summaries, and request details available for your team's response.
We're planning a retail fit-out. Can your team review the project outline?
Thanks, Nora. Taylor will follow up with you.
Retail fit-out permit reviewAssigned to Taylor Brooks
Thanks, that works for me.
Taylor has your request.
NB
Nora Blake
1 call
Nora uploaded the retail project outline. Confirm the municipality and applicant contact before scoping work.
Opportunities
Review potential work from calls, texts, and forms. Assign a responsible person and follow-up reminder so the next customer conversation has an owner.
Retail fit-out permit review
Nora Blake
Files
Link customer-provided photos and documents to contacts and opportunities. Give the person handling the request the materials needed for review.
NB
Nora Blake3 files
Drop files hereFiles for retail fit-out permit review
project-drawing.pdfNora Blake · Retail fit-out permit review
Documentclient-revision.pdfNora Blake · Retail fit-out permit review
Documentproject-intake.pdfNora Blake · Retail fit-out permit review
DocumentForms
Build an intake form around project address, proposed work, client contact. Accept relevant files and connect submissions to customer opportunities.
Greenway PermitsPermit project inquiry
Tell our team what you have in mind.
Form submitted
Retail fit-out permit review
Payments
Your team can send an agreed payment link and view payment activity alongside the customer history. Stripe and Square connections are available; provider capabilities vary.
Greenway Permits$1,200Retail fit-out permit review
- Customer
- Nora Blake
- Status
- Draft link
Notes
Keep your team's observations and agreed next steps attached to the customer or opportunity, rather than in separate personal notes.
TB
Retail fit-out permit review
Nora uploaded the retail project outline. Confirm the municipality and applicant contact before scoping work.
Nora BlakeRetail fit-out permit reviewIn progressOG
Home addition filing inquiry
DraftAsher shared an addition drawing. Ask the permit coordinator to review the requested filing support.
Asher QuinnHome addition filing inquiryOpenIntegrations
Works with the tools you already use
Zweelie connects with Stripe, Square, and Google Calendar so payments and dates end up where your team already looks.
Don't see an integration here? We can build it.
Keep your specialist tools. Connect the customer conversation.
Retain permit portals, drawing version control, technical reviews, and regulatory requirements in your established workflow. File organization is not a guarantee that a submission is compliant or complete.
Zweelie brings customer communication, intake, and follow-up ownership together on web, iOS, and Android. Review your team's requirements and available plan features before moving a workflow. Read our privacy policy or talk through your workflow in a demo.
Pricing
Simple plans that grow with your business.
Capture new inquiries, stay on top of opportunities, and automate routine work as your business grows.
Small Business
$49/ month
Capture every lead with your business team.
- 2 team members per business
- 1 business phone line
- 75 call minutes monthly
- 100 text messages monthly
- Up to 100 contacts
- Up to 15 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business
$129/ month
Handle more inquiries and keep every opportunity organized.
- 2 team members per business
- 1 business phone line
- 300 call minutes monthly
- 250 text messages monthly
- Up to 500 contacts
- Up to 50 open or in-progress opportunities
- Activities, contacts, opportunities, calendar, files, and notes
Business Pro
$499/ month
Automation and collaboration for the whole operation.
- Up to 3 team members
- 3 included business phone lines
- High-volume calls and texts, subject to fair use
- Unlimited contacts
- Unlimited opportunities
- Multiple locations
- All products, including conversations, forms, and reports
Questions from permit expediters
Can Zweelie submit permits or predict approval dates?
No. Use it to organize the customer request, files, notes, and follow-ups. Your team handles municipal submissions, requirements, and any communication about approval timing using the applicable official process.
What should permit expediters keep in their existing systems?
Retain permit portals, drawing version control, technical reviews, and regulatory requirements in your established workflow. File organization is not a guarantee that a submission is compliant or complete.
Can our owner and office team work from the same customer history?
Yes. Zweelie connects calls, texts, contacts, files, notes, and opportunities so the people handling a request can review its history. Assign opportunities and follow-up reminders to your team. Team access and product availability depend on your plan and permissions. This page is written for permit-expediting business owners, permit coordinators, development support consultants.