Store permits your client issues to you
Pro and above
From your project's Documents tab, open Client Permits. When your client issues you a permit — hot works, confined space, live electrical and more — photograph it as you're handed it. When the work's done and the permit is signed off, photograph the completed form before handing it back: the client keeps the original, so your photos are the evidence you held a permit and discharged its conditions (a hot works fire watch included — the permit is signed off after the safety period has passed).
Record a permit you've been given
Click Add a Client Permit.
Photograph the permit (or upload the PDF).
Capture every side of the form — the conditions and the issuer's signature are the parts that matter later.
Pick the permit type and name who issued it.
The type comes from the permit's own header. If it isn't listed, choose Other and type the header in.
Click Save Client Permit.
Sign off and hand back
On the open permit, click Record sign-off.
Photograph the completed, signed form.
Do this before the original goes back to the client — it's your proof the permit was closed out properly.
Click Mark signed off.
Track what's outstanding
The Open section shows permits still to be signed off; Signed off keeps the history. The office sees the same list on the project, and the captures are embedded in the project's Audit Pack export (up to 60 photos per pack — the pack discloses when a very photo-heavy project exceeds that, and every capture stays here).
Frequently asked questions
How is this different from Permits to Work?
Permits to Work is for permits you issue on a site you run. Client Permits is the other direction — a permit your client hands to you on their site. The client keeps the original paper, so your photos are your record.
Who can record a client permit?
Account owners, admins and site supervisors — the supervisor at the gate is usually the person handed the permit. Team members see the list read-only. Removing a permit is owner/admin only.
What if the permit came as a PDF?
Upload the PDF instead of a photo — the Add button accepts both. It's stored on the job, and up to 20 permit PDFs per pack are merged into the audit pack (the pack's cover lists any it couldn't include, and they all stay on the Client Permits page).
Do client permits appear in the audit pack?
Yes — the pack lists them separately from permits you issued, and the captured documents themselves are embedded so an inspector or insurer can read the issuer's name and signatures. Very photo-heavy projects are capped at 60 embedded photos per pack (the pack says so when that happens); every capture always stays on the Client Permits page.
Related guides
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