How do I create and manage the Punch List?

You will create and manage the Punch List by going to Close Out>Punch List. You will begin by adding tasks to be completed by area, and have the ability to assign them to a responsible party along with a due date for completion of the work.

To create the Punch List, click on Close Out>Punch List.

Punch List
PL Form

Add Photo to Item

Next you will enter Due date of item > Type in Location (Room number) > Select Subcontractor from drop down list > Type or paste item description in the box on the right > Save. Then Repeat these steps until all items are entered.

To add photos to an item, Click the photo icon (icon will be enlarged if there are photos to view) > Click Here to Add photos > click the sign > select photos from hard drive > rename if desired

Add Photo-1
Manage Photos-1
Punch LIst 5

Add Notes to Item

To add notes, Click the note icon (icon will be enlarged if there are notes previously entered) > Type note in text box > Save. 

Notes-1
PL Notes 2

To Close a Punch List Item once Completed

Hover ‘Options’ to close (tag the item as complete), delete or send an email about the item.

Close

To Edit the Punch List Item after it has been Created

To edit your Punch List item after it has already been created, simply click on the blue hyperlink to update the Location, Item Description, Item Assigned to, Due Date, or Options.

Edit

Sending the Punch List

Distribute the Punch list

  1. Click on the Gear Settings icon in the upper right corner of the screen. Send Punch List and select report style.
  2. Subcontractor Punchlists will generate and send individual punchlists to each selected subcontractor. Enter custom message in the text box > Send
  3. By Location will allow you to send to recipients of your choice. Enter the recipients into the To: box > type your message in the text box > Send
  4. By Item Number will allow you to send to recipients of your choice. Enter the recipients into the To: box > type your message in the text box > Send
Settings>Send