To make the most of the mobile and desktop app features, you'll need to set up a few key elements. Follow these steps to ensure smooth functionality:
Punch List Action Item Setup
When creating a Punch List from the Mobile App, you can automate the process by setting up an Action Item to be sent automatically. This helps ensure that issues are effectively communicated to the right individuals or groups. To set up a Punch List Action Item, follow these steps:
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Activate the Project Types for which you want to use the Punch List Action Item.
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Dropdown List Setup
In the Administrator Application, you'll need to configure the dropdown selections that appear when creating new Punch List items. Follow these instructions:
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