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Effortlessly create and manage punch lists in the field with our intuitive mobile app for iOS and Android. Say goodbye to manual data entry and paperwork—simply capture a picture, and the punch list is generated automatically. Explore the following features to streamline your punch list management:

Creating a New Punch List

• New Punch List: Generate a fresh punch list by completing all relevant fields and clicking 'Done'.

  • This action marks the job as a Punch List / Hot Job and submits a corresponding Punch List Action Item.

  • Note: Your Administrator must ensure proper configuration of the Punch List Action Item.

Document and Progress Picture Uploads

• Upload Project Documents: Access the '+' symbol in the lower right corner to upload images or files to Project Documents using these methods:

  • Upload from Camera

  • Upload from Gallery

  • Upload from Files

• Upload Progress Pictures: Utilize the '+' symbol in the lower right corner to upload visual updates using these methods:

  • Upload from Camera

  • Upload from Gallery

  • Upload from Files

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Punch List Management

• Punch List Information: Edit punch list details by selecting the pencil icon.

• Favorite Records: Use the star icon to toggle favorites on or off.

  • Note: Favorite status is device-specific and doesn't sync across devices.

• Return to Dashboard: Click 'X' to return to the Dashboard.

• Add Pictures: Capture and attach images from the camera or gallery.

Punch List Items

• Viewing and Managing Items: Access a list of all Punch List items specific to the project.

  • Click on an item or use '>' to view details.

  • Mark items as complete or re-open by checking the checkbox.

Punch List / Hot Jobs Overview

• Reports and Desktop View: Projects with Punch Lists can be viewed in two ways:

  • From the Hamburger menu under the "Reports" heading in the app.

  • On the "Today" tab in the Desktop app.

  • Within the Project in the Desktop App, under the Punch List module

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