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Construction - Permits - Change of Contractor

This guide is for SDL Desktop users in the Construction module who need to update a permit when a contractor changes. Follow these steps when you want to create an Update Permit off the master record, flag it as a Change of Contractor/Agent, set the nominal $1 cost by subcode, and update the contractor and work description accordingly.

  1. For a Change of Contractor, an Update Permit needs to be created. From the General tab of the Master Permit, Click Make an Update Permit.

  2. Click Yes when prompted to create an Update Permit. 

  3. From the newly opened Update Permit, Click Change of Contractor or Agent in the General tab.

  4. When there is a Change of Contractor for a Building Subcode, choose Other, select Change of Contractor and enter the Estimated Cost as $1. For all other subcodes, enter in an alteration cost of $1 and choose Other and select Change of Contractor.

  5. In the Contractors tab, Click Is Current.

  6. In the Work tab, Click Change of Contractor for the Work Description.