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The Punch List tracks deficiencies and incomplete items found during pre-completion walks. Each item has an assignee, location, due date, and status so the project can close out cleanly.

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Open the Punch List

  1. Select the project.
  2. Open Punch List from the sidebar.

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Create a Punch Item

  1. Select Add Punch Item.
  2. Enter a Description of the deficiency.
  3. Set the Location (room, area, floor, or drawing pin).
  4. Assign a responsible party (subcontractor or trade).
  5. Set a Due Date.
  6. Set Priority (low, medium, high).
  7. Attach photos showing the issue.
  8. Save the item.

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Pin to a Drawing

Punch items can be pinned to a sheet in the Drawings viewer. Open the drawing, drop a pin, and link it to the punch item. The pin and item stay synced.

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Status Workflow

  • Open — newly created, not addressed.
  • In Progress — assignee is working on it.
  • Ready for Review — assignee marked complete, awaiting verification.
  • Closed — verified complete.
  • Void — no longer applicable.

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Bulk Actions

Use the table view to filter by trade or assignee, then bulk-update status, due date, or assignee for multiple items at once.