Creating your first punch list

Welcome to Punch List. This guide walks you through creating your first punch list from scratch, from opening the app to capturing your first issue.

Step 1: Open the app

When you first launch Punch List, you'll land on the Lists screen. This is where all your punch lists will live.

Step 2: Tap the + button

In the top-right corner of the Lists screen, tap the + button to create a new punch list.

Step 3: Enter your project details

You'll see a form where you can fill in:

• List name. A short title for your own reference, like "Building A: 3rd Floor".
• Project name. The full project name as it should appear on reports.
• Project number. Your internal project code.
• Company. Your company name (this will auto-fill if you've set company defaults).
• Consultant. The consultant for this project.
• Client. The project owner or client.

All fields are optional, but filling them in now means they'll appear on every PDF report you generate from this list.

Step 4: Add a cover photo (optional)

You can attach a cover photo to your list, usually a shot of the building or project site. This photo appears as a thumbnail on the Lists screen and on the cover page of your PDF reports.

Step 5: Save and start adding items

Once you've filled in your project details, tap Save. You'll be taken into your new punch list, ready to add your first item.

What's next

See Adding items to a list to learn how to document individual issues.