Punch Lists
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For detailed instructions on how to create a new Punch List in the mobile app see here: How to Create a Punch List - Go App |
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
Create new punch list Description, Status, and Issue
Marks job as Punch List / Hot Jobs
Sends a Punch List Action Item
Upload Project Documents
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New Punch List: Generate a punch list by completing all relevant fields and clicking 'Done'.
Users can now upload multiple pictures for each Punch List item, allowing for more detailed documentation and tracking of progress.
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. See here for additional details: Admin Setup for the Punch List Feature
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
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these methods
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:
Upload from Camera
Upload from Gallery
Upload from Files
Upload Progress Pictures
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Upload pictures or files to Project Documents using the following methods.
Upload from Camera
Upload from Gallery
Upload from Files
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: Utilize the '+' symbol in the lower right corner to upload visual updates using these same methods noted above.
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Pictures automatically upload as "Gallery Images" for inclusion in the Installation Progress Report. |
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Refer to the Progress Pictures section for |
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further details. |
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Enable camera and photo access when prompted. You can also |
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set this up in Settings > Select e-manage Mobile app > allow access to |
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photos and camera. |
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Punch List Management
Punch List Information
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: Edit punch list
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details by selecting the pencil icon.
Favorite Records: Use the star icon to toggle favorites on or off
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Per device. It does not save across multiple devices. |
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Note: Favorite status is device-specific and doesn't sync across devices.
Return to Dashboard: Click 'X' to return to the Dashboard.
Add
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You will need to allow the App to access your camera and photos when prompted. You can also go to Settings > Select e-manage Mobile app > allow access to your photos and camera. |
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Pictures: Capture and attach images from the camera or gallery.
Punch List Items
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Viewing and Managing Items: Access a list of all Punch List items
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specific to the
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project
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.
Open the Project and select the “Punch List” tab on the top toolbar to view details
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.
Mark items as complete or re-open
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Select the + sign to create a New Punch List, Upload Project Document, or Upload Progress Pictures.
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by checking the checkbox.
Punch List / Hot Jobs
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Overview
Reports and Desktop View: Projects with Punch Lists
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can be viewed in two ways:
From the Hamburger menu under the "Reports" heading in the app
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.
On the "Today" tab in the Desktop app.
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Within the Project in the Desktop App, under the Punch List module