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Permitting: Bonds tab

Bonds can be set for a permit to ensure that the work is completed.

Adding a bond

  1. Click Add.
  2. Begin typing or click the magnifying glass icon () and select the Bond Type.
  3. Enter the Bond Number if needed.
  4. Enter the Bond Amount, the Issued date, and Expires date. *Note: These are required fields.
  5. Click the Save button.
  6. Click the people icon () to add Surety and Principal Contacts to the bond.
    1. In the Assign Surety and Principal window, begin typing or click the magnifying glass icon () to select contacts for both the Surety Contact and the Principal Contact.
    2. Click Save.
  7. Click the sticky note icon () to add notes to the bond. These notes can include links and attachments, such as documents, pictures, or spreadsheets.
  8. To remove a bond, click the trash can icon (). The bond will appear with a strike through mark. Click Save to remove the bond from the permit.


Completing a bond

When you confirm that the work on the permit has been done, you can complete the bond to release it.

  1. From the Bond tab, enter the date or click the calendar icon () to select the Completed date.
  2. Click Save.