James Pardue
SignPilot GM
Oct 10, 2024
SignPilot Survey Process - Permitting Assessment
This video demonstrates how to conduct a permitting assessment using SignPilot's mobile app. It covers reviewing pre-filled information, discussing costs with customers, and addressing potential delays. The process emphasizes clear communication and documentation of customer understanding. The video concludes by saving the section and moving to the next audit step.
Key steps for conducting a permitting assessment in SignPilot:
Open the permitting assessment section in the mobile app
Review pre-filled information about permit requirements and costs
Discuss permitting costs and potential delays with the customer
Make any necessary changes or notes based on customer feedback
Save the section before moving to the next part of the survey