Punch List

The Punch List tracks things on a project to fix, finish, replace, or check before closeout.

Where to find it

Go to Procurement and click the Punch List tab. Boxes at the top show the Total, Open, Critical, and Resolved counts.

Add an issue

1. Click Add Issue.
2. Type a Title and a Description.
3. Pick the Severity: Low, Medium, High, or Critical.
4. Pick the Status: Open, In Progress, Resolved, or Closed.
5. Click Add fixtures to link the products it affects. You can set the Affected Qty.
6. Add Attachments, like photos.
7. Click Create.

To add many issues from one file, click AI Upload. See Punch List: AI Upload.

Set a reminder

1. Add a new issue, or click Edit on an issue.
2. Check Set reminder email.
3. Pick a Remind on date.
4. Set Repeat every (days, 0 = once). Use 0 to send it one time.
5. Type the Recipients (comma-separated).
6. Click Save.

Work the list

• Change an issue's status from the menu on its row.
• Click an issue to open it. Add comments and click Attach to add files.
• Search with Search issues.... Filter by severity or status.
• Sort by Severity, Status, Newest, or Title.

Share the list

• Print Report — download a branded PDF report.
• Email — pick issues and send them to a contractor. Click AI Draft to have the AI write the message. You can attach the PDF report.

Common questions

Can the agent add punch items? Yes. Ask the Procurement Agent, like "Add a punch item: cracked lens in Room 204, high severity."