The Business Licensing Module is a key tool. It helps municipalities manage licenses for businesses and contractors. This module checks that all businesses and contractors meet the rules they need. It also checks that they hold the right documents.
Add a License
Sign in to your site
Navigate to the Licensing System and select Add Record
Enter the Legal Business Name
Note:
The legal business name is a required field. It will appear in many letters, invoices, and reports. It is used as a main way to identify each record.
Select the Business Type and Sub-Type from the drop-downs
Enter Primary Contact Information for the license
If the business is located inside the municipality, scroll down to the Property Address Information section. Then, click Search Parcel.
Note:
If a property has many buildings or suites, users can assign a license directly to one specific building or suite. If a business is not physically located inside the municipality's limits, do not enter parcel information. Instead, manually type the address into the Business Address field.
On the pop-up screen, Search for the parcel
Select the parcel and click Associate License
Scroll down and click Save License
Complete the steps below to continue processing the license record
Edit an Existing License
Sign in to your site
Navigate to Licensing System and then List and select a record
If needed, adjust the License Status
Configure the remaining Business Information fields, as needed
Navigate through the remaining tabs and fill out as needed:
Inspections: Add and schedule inspections
Documents: Attach files to the record, if needed
Fees: Add and manage fees, create invoices, and apply payments to the application
Insurance: Review and add any necessary insurance data
Status: The Status tab helps control how different applications move. Applications go to the right departments for review and approval. This happens before the application gets final approval
Forms: View the forms that were filled out through the Portal application process
Bonds: View and add bonds to the license
Projects / Permits: View any associated projects or permits for the license
Violations: View any associated violations
Complaints: View any associated complaints
Related Licenses: If needed, add sublicenses to the record
Click Save License
Select Print Menu to print the project application, placard, or any other related document
Business Information Fields
Legal Business Name: The legal business name is a required field. It will appear in many letters, invoices, and reports. It is used as a main way to identify each record.
Business Type / Sub-Type: These fields are required. They help make sure the business is identified correctly.
Business Address: Enter the physical address of the business. If the business is located inside the municipality, use the Parcel feature. This is found under the Property Address section. It will fill this field automatically.
Office Phone: The number should not use spaces or dashes. This is a very important identifier. It helps make sure each business has its own customer record in the invoicing system. This is for accounting and billing.
Business Email: Enter the email address. This is a very important identifier. It helps make sure each business has its own customer record in the invoicing system. This is for accounting and billing.
Permit Number: Link to specific permit records
Inspection Number: Link the license to an inspection
EIN/Tax Number: If you are a county government and are referencing a state license number, enter it in the EIN/Tax Number field.
License Number: Once the License Status field is changed to "Active", the system will automatically create a license number.
License Status: If a record is entered only as an application for later approval, leave the status as "Pending". If a license is being entered and immediately approved or created, change the status to "Active". This will fill the License Number field with the next available number.
Annual Gross Receipts-Current: Fees can be added to a license record. This is done by using this field in a fee formula.
Issue Date: The issue date is the date the license was marked as Active in the License Status field.
Expiration Date: Select the date the license expires. This field will be used to generate any bulk license expiration notifications.
Issuing Authority: Select the person whose name should appear on the placards and letters
Signatory Title: This is used only if someone is filling in for the regular staff member who issues licenses. The title might need to be changed just to sign a placard.
Insurance Exemption: If insurance information is not being entered, click both checkboxes. This will make the system ignore the insurance requirement.