Adding items to a list

Each item in a punch list represents one issue you need to track: a patch of damaged drywall, a misaligned HVAC diffuser, or anything else that needs attention before closeout.

The fields on an item

Every item can capture:

• Issue description. What needs to be fixed. Be specific: "Patch drywall at column C3" is better than "fix drywall."
• Floor. The floor of the building.
• Room. The specific room or area.
• Sheet. The drawing sheet reference, if applicable.
• Assigned to. The trade or individual responsible (e.g., Drywall, Electrician, HVAC).
• Resolution date. When the issue should be resolved.
• Comments. Any additional notes.
• Photos. Up to 8 photos per item.

Adding an item

1. From inside a punch list, tap the + button at the bottom-right of the items screen
2. The item detail form opens
3. Enter the issue description first. This is the most important field
4. Fill in the location fields (Floor, Room, Sheet) as needed
5. Tap Save to save the item and return to the list, or tap Save & Add Next to save and immediately open a new blank item (useful for rapid on-site entry)

Fast Add mode

The Save & Add Next button is the key to efficient on-site punch list entry. It lets you capture issues one after another without returning to the items list between each entry. Combined with the pick lists and autocomplete below, experienced users can add dozens of items in minutes. The full walkthrough is in Fast Add mode.

Pick lists and autocomplete

Floor, Room and Sheet each open a pick list of the values you have used before, so the third item on the fourth floor takes two taps, not typing. If the value you need is not there yet, add it from the picker without leaving the item. Before a big walk, load the pick lists in advance (every floor, every area) from Settings, Customize Fields; see Company defaults and custom field labels.

Assigned To also learns as you type: names you have used are suggested, and once you have entered a company email address its domain autocompletes for the next person at that company.

Writing items that get closed

An item is a work order for someone who was not on the walk. The ones that get closed first share three habits:

• Say the fix, not the symptom. "Replace cracked cover plate, outlet left of door" closes faster than "outlet damaged".
• Location before description. Floor and Room are what the trade sorts and filters by. Fill them in even when the photo makes it obvious.
• One issue per item. Two problems in one item means one of them gets forgotten when the first is marked done. Save & Add Next makes the second item cheap.

Marking an item complete

Each item has a status button. Tap it once to toggle between incomplete (red) and complete (green). The color updates instantly across all views, and the Lists screen shows how many items in each list are still open. To review only what is left, filter the list to incomplete items; see Sorting and filtering items.

Renaming the fields

If your team does not say Floor, Room and Sheet, rename them. Every label on this screen can be changed under Settings, Customize Fields (Customize Field Labels on Android), and the new name follows the field into the sort and filter options and the PDF report. See Company defaults and custom field labels.

What's next

Learn about taking and annotating photos to document your issues visually.