2025 Permits Advanced (On-Demand)

• 0:00:27 | Introduction

• 0:00:44 | Utilizing Permit Types




• Adding permit types


• Hiding fields


• Setting up emails

• 0:03:25 | Applying a Template




• Creating templates based on a permit


• Applying a template to a current permit

• 0:08:06 | Scheduling Plan Reviews




• Scheduling from scratch


• Targeted dates


• Plan review walkthroughs

• 0:14:57 | Assessing Fees & Accepting Payments




• Assessing fees


• Recalculating fees


• Sending an invoice


• Accepting payments – in office


• Using the deposit feature


• Making payments using a deposit

• 0:27:23 | Issuing Letters/Closing Permit




• Attaching letters/editing them


• Emailing letters


• How to access letters after sending


• Closing out permit

• 0:31:04 | Q&A




• 0:31:11 | Q: When processing a refund, is there a template letter that can auto-generate to send over to the finance department for payment?


• 0:31:41 | Q: For the payment section, can you put a note in there if a payment has bounced or has been denied?


• 0:32:53 | Q: If I add inspections to the building permit letter, how does that affect how they are scheduled within the online portal?


• 0:33:52 | Q: I already have a permit letter, and if I want to add the owner info, do I need to contact support?


• 0:34:42 | Q: Has there been any updates to the online payment processor iWorQ?

• Unlimited Training & Support




• Contact: 435.755.5126


• Email: support@iworq.com

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