Punch List

Create actionable items and tasks for responsible parties with overdue reminders for any phase of the job.

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About this course

The Punch List tool is used at the end of a project to keep track of remaining items to complete, assign responsibility, and maintain due dates.

 

  • Create, manage, attach drawings/photos, and assign punch list items to users from a mobile device or computer
  • Set a due date, distribute punch list tasks, and automatically send overdue email notifications to responsible parties
  • Give assignees the ability to view, respond to, and complete punch list items from a mobile device in the field
  • Monitor and track punch list items by status (i.e., open, closed, or pending) and maintain a real-time history of all actions

Curriculum33 min

  • Intro
  • The Value of the Punch List Tool 10 min
  • Setting Up the Punch List Tool
  • Create Punch Item Templates in the Company Level Admin Tool 2 min
  • Using the Punch List Tool
  • Create a Punch List Item (Mobile) 6 min
  • Import Punch Items 3 min
  • Respond to a Punch List Item (Mobile) 1 min
  • Close a Punch List Item (Mobile) 1 min
  • Review & Resources
  • Punch List Resources & Review 10 min
  • Conclusion

About this course

The Punch List tool is used at the end of a project to keep track of remaining items to complete, assign responsibility, and maintain due dates.

 

  • Create, manage, attach drawings/photos, and assign punch list items to users from a mobile device or computer
  • Set a due date, distribute punch list tasks, and automatically send overdue email notifications to responsible parties
  • Give assignees the ability to view, respond to, and complete punch list items from a mobile device in the field
  • Monitor and track punch list items by status (i.e., open, closed, or pending) and maintain a real-time history of all actions

Curriculum33 min

  • Intro
  • The Value of the Punch List Tool 10 min
  • Setting Up the Punch List Tool
  • Create Punch Item Templates in the Company Level Admin Tool 2 min
  • Using the Punch List Tool
  • Create a Punch List Item (Mobile) 6 min
  • Import Punch Items 3 min
  • Respond to a Punch List Item (Mobile) 1 min
  • Close a Punch List Item (Mobile) 1 min
  • Review & Resources
  • Punch List Resources & Review 10 min
  • Conclusion

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