Permits & Rebates That File Themselves
The moment a Comfort Advisor proposal is marked Won, ONEREQ PRO drafts the permit application, kicks off the rebate, notifies your coordinator, and starts the deadline clock. No spreadsheets. No missed deadlines. No leaving money on the table.
From Sale to Submitted in Under a Minute
The five-step workflow runs the moment your install is sold.
Proposal Won
Customer signs the Comfort Advisor proposal in person or via email link.
Auto-Generated
Permit application and rebate records create automatically using municipality fees and contractor license info.
Coordinator Notified
Email lands in your permit coordinator's inbox with a one-click link to review and submit.
Status Tracked
Pending → Submitted → Approved → Paid. Every status change timestamps and notifies the right people.
Deadline Watchdog
Rebates expire. The platform pings you 14, 7, and 1 day before the deadline so nothing slips.
Built for the Real Permit Office
Every municipality is different. Every fee schedule is different. Every contractor license is different. ONEREQ PRO handles all of it.
Per-Municipality Setup
Maintain a list of municipalities you work in with their fee schedules, use group defaults, and any special form requirements. The permit form filters to enabled types only.
Contractor License Sync
Contractors stored as a JSONB array — your company seeds automatically from company settings, plus subcontractors for trades you don't self-perform. PDFs auto-select the right contractor by trade.
Local PDF Generation
Powered by pdf-lib running locally — field discovery, form filling, and merging in under a second. No PDF.co API key. No per-PDF charges. No latency.
Rebate Auto-Application
Utility, federal, and manufacturer rebate records auto-create from sold estimates. Customer-direct rebates are clearly separated from contractor-deducted rebates.
Deadline Tracking
Every rebate has an expiration. The platform tracks the clock and warns you before money walks out the door.
Status Pipeline
Pending, submitted, approved, paid — at every stage notifications fire to coordinators, accounting, and the customer if you choose.
Coordinator Notifications
Configurable email recipients per permit type and per rebate provider. The right person hears about it the second it happens.
Reporting & Audit Trail
See every permit and rebate by status, by month, by tech, by municipality. Auditable history for inspections and contractor renewals.
NJ Out-of-the-Box
Seven New Jersey permit types pre-built and ready. Other states plug in via the same fee schedule + contractor + form mapping flow.
The Cost of Doing Nothing
Most contractors track permits in a spreadsheet and rebates in a sticky note. Here's what that costs.
| Capability | ONEREQ PRO | ServiceTitan | Most CRMs |
|---|---|---|---|
| Auto-create permit on sale | Included | $ Add-on module | No |
| Per-municipality fee schedules | Included | Manual setup | No |
| Local PDF generation (no API fee) | Yes | External | No |
| Auto-create rebate on sale | Included | No | No |
| Rebate deadline alerts | Included | No | No |
| Contractor license PDF auto-fill | Included | Limited | No |
| Coordinator email notifications | Configurable | Limited | No |
Stop Filing Permits By Hand
One install rebate that slips past its deadline pays for ONEREQ PRO for a year. We'll show you how the auto-workflow runs in your municipality.
Schedule a Demo