Action Desk | PermitFlow SA

Action Board

Every open action, ranked by 48-hour deadline. Overdue rises to the top.

Unactioned mail from both mailboxes. Turn any item into a tracked action with a drafted reply.

Log a WhatsApp note or phone-call action. The desk expands it into a three-step plan with a 48-hour clock.

Source

Action type

Who / which client

Project ref (optional)

What was said / needs doing

A "Quote request" hands off to the Quote Builder instead of the board.

Pick the billing entity, build from the real rate card, bundle the letter — ready to send.

Which business is quoting? Each carries its own rate card and VAT treatment.

Client contact

Company

Email

Project / location

Scope of works

Add lines from the rate card and set the quantity — applications, authorities, jurisdictions, or months.

Generates a cover letter carrying the entity's key terms, then bundles it with the quote to copy in one go.

Week in review — what cleared, what's open, what breached the 48-hour SLA.