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 2 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 autocomplete on the Assigned To field, experienced users can add dozens of items in minutes.

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.

What's next

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