Client Permittee
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The Client Permittee page identifies the property owner or permit applicant for the septic system design. This is the primary client record — the person whose name appears on the design report and permit application.
Client Lookup
As you type in any of the contact fields, the page searches your existing client database and displays matching records as clickable buttons below the form. This lets you quickly select a returning client instead of re-entering their information.
The search is cumulative — each field you fill in narrows the results. For example, typing “Smith” in Last Name and “John” in First Name shows only clients matching both.
Selecting an Existing Client
Click a matching client button to populate all fields with that client’s stored information. The client’s 8-character ID is displayed and linked to the record. If you modify any fields after selecting a client, the wizard stores the edited contact information as a new entry rather than updating the existing client record.
Buttons
- Clear — empties all fields so you can start fresh
- Reset — restores the fields to the originally loaded client (undoing any edits)
Contact Fields
| Field | Description |
|---|---|
| Last Name | Client’s surname (required) |
| First Name | Client’s given name |
| Address | Street address |
| City | City or town |
| State | State abbreviation |
| Zip Code | 5-digit postal code |
| Telephone | Phone number |
| Email address |
Zip Code Auto-Fill
When you enter a 5-digit zip code and the City is empty, the wizard automatically looks up the city and state from the zip code and fills them in.
Validation
A last name is required to proceed. The wizard will display “A permittee is required to continue.” if you attempt to advance with an empty last name.
Effect on Downstream Pages
- Client Billing — the permittee is available as the default billing contact
- Client Mailing — the permittee is available as a mailing label recipient
- Design report — the client name and address appear in the report header
- Serial number — for new designs, the client’s last name is used when generating the serial number
Tips
- Enter the zipcode before the. The software will look up the zipcode and fill in the city and state from it. You can always override the city if it’s one of those circumstances with a single zipcode for multiple place names.
- The client list is loaded once at startup from your synced database. New clients you enter during a design session won’t appear in the search until after they are saved and the next sync occurs.
- Up to 480 matching clients are shown in the search results. If you have many clients with similar names, add more fields (city, address) to narrow results.