Permit & pipeline glossary

Permit paperwork

Building permit

The city's approval to build, alter, or add to a structure. The main record BuildMapper tracks. New permits land in BuildMapper every Monday.

Development permit

An earlier approval covering land use, siting, and the shape of the building. In many cities it comes before the building permit, so it is an even earlier signal.

Demolition permit

Approval to tear down. On a lot where an old house is coming down, it is the strongest sign that a new-build permit is on the way.

Filed vs. issued

Filed means the application went in. Issued means it was approved and work may start. The best time for each trade is counted from the issued date. "In review" permits sit between the two.

Declared value

The construction cost the applicant declares, used to work out the permit fee. Usually on the low side, so read it as a floor.

Permit class

The kind of work: new construction, addition, alteration, tenant improvement (TI), or demolition.

TI (tenant improvement)

Fitting out the inside of a leased commercial space. Fast-moving projects where each trade's time comes and goes quickly.

Scoring & the map

Fit score

A 0–100 rating of a permit against your profile: nine factors added up in five groups. Timing (38), Project fit (20), Location (19), Connections (30), Reachability (8). The total is capped at 100.

Hot / Warm / Prospect / Watch

The priority tiers: 70+ / 40–69 / 14–39 / under 14. Pin colours match.

Extra checks

Rules that can pull a tier down. Hot needs a real reason tied to your profile (the right timing for your trade, a real relationship, or your kind of project in your area), so a permit cannot look urgent just because it is new. A builder on your watchlist, or one you have won with five or more times, is Hot automatically.

Trade timing

The days after a permit is issued when a project is realistically buying your trade. For example, framing runs day 14–42 and finishing day 98–140. Bigger projects stretch these out.

Territory

The regions and cities you pick during setup or in Settings → Targeting. The area you cover. A permit in one of your cities earns up to 15 location points.

Project view

What the meter counts: opening a project's full details (address, builder, contacts) spends one view. The free trial is 25 project views or 14 days, whichever comes first; Starter gets 100 a month; Pro is unlimited. Browsing the map, scores, and table is always free, and a project you have viewed stays open for good.

Reachability

The score group that grades contact details: how good the phone and email on file are, shown before you dial.

Running a branch

Territory workspace

The Territory Intelligence page's answers about where you sell, which builds and how big. Team Flow's scope is the same workspace, so a change in either place changes the other. There is one territory, not two.

Customer file

The list of accounts you drop on Territory (CSV or Excel, any column layout). Every builder in it is matched to the builders named on permits, and re-matched after every Monday import, so a customer who starts building shows up as yours.

Actively permitting

A builder with three or more projects in the last 12 months that match your product lines and clear your value threshold. The count on the Territory page ("371 actively permitting in your territory right now") is this, not every company that ever pulled a permit.

The jobs you are not on

Projects by builders who are actively permitting in your area and are not on your customer file, or are on it but are building without ordering from you. BuildMapper calls this the leak or the gap list. It is not "market share" and never "jobs you lost": nobody knows who supplied them, only that it was not you.

Est. addressable / your share of the build

Every dollar Territory shows is the build's value multiplied by your product lines' typical share of that kind of build and how well the project fits what you sell. It is never the project value and never your revenue. You can set your own share; otherwise a published rule of thumb is used.

Zone

A patch of your territory, scored 0–100 for opportunity from fit, gap, trend, volume and addressable dollars. Team Flow routes by the same zones: a rep can claim one, and permits inside it go to them when nothing stronger applies.

Week / batch

One Monday import. Team Flow's This week tab is that batch sliced to your territory; assigning a lead moves it off the list, and a week you skipped keeps its leads until you assign them.

Routing reason

The chip on every lead in the weekly list, in order of strength: Their account (from the Accounts tab or the rep names in your customer file), Worked them before (two or more past leads), Their zone, then Rotation or Unclaimed zone. Nothing is assigned without a reason you can read.

Ownership vs. history

Ownership is a statement you or your file made: this account is this rep's. History is an inference from past leads, always labelled as such. One tap turns history into ownership.

Fit (per rep)

What a rep is eligible to take: product groups, project types, area. Fit never shrinks the week; a lead nobody fits shows as No eligible rep. A relationship (owner, named rep, worked before) routes past fit with a flag.

Seat

One rep on your Pro plan, with their own pipeline and their own Scout. Pro includes the first seat; each added rep is one more.

Working leads

Pipeline stages

New → Contacted → Quoted → Won / Lost to start, plus any columns you add. Drag leads between columns. Each column shows its count and total value.

Scout

Your AI assistant. It is connected to your scored permits and your pipeline. It returns ranked permit tables, compares areas, flags stuck deals, and drafts outreach emails for you to send.

Watchlist

Builders and areas you track. New permits that match land in your notifications under Watchlist. The lead comes to you.

Notifications

The bell. Tabs for Hot, Watchlist, Calendar, and Stale, grouped by Today / This week / Earlier, with snooze.

General contractor

The builder who runs the whole job and hires the trades. Usually your buyer if you are a trade.

Sub(contractor)

A trade company hired by the builder for one part of the job: roofing, electrical, drywall.

Tender / bid invite

A request to price a part of the job. Getting on the invite list before it closes is what permit timing is for.

Material estimate

How much material a job needs, worked out from the plans. For a supplier, this is the equivalent of a bid.