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Punch Lists

Summary

This tutorial covers how to create and manage punch lists in BuilderPal to track and resolve final project issues, ensuring smooth project closeout and efficient team collaboration.

Prerequisites

  • Role: Team Project Manager, Team Member, or Team Supervisor
  • An active project set up in BuilderPal
  • Mobile device access for field tasks (recommended)

Steps

There are two ways to create a punch list in BuilderPal: from the project overview or from the Actions tab.

Method 1: From the Project Overview

  1. Log in to BuilderPal and select your project. — Open the BuilderPal app, enter your credentials, and choose the project from the dashboard.
  2. Access the project menu. — In the project overview screen, locate the dropdown menu next to the project name in the top right corner
  3. Select Punch List. — Click on Punch List from the dropdown options to open the punch list creation interface.

Method 2: From the Actions Tab

  1. Navigate to your project. — Log in to BuilderPal and select the desired project from the dashboard.

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  2. Go to the Actions tab. — On the left sidebar, click Actions to open the actions overview.

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  3. Click the + New button. — In the top right corner of the Actions screen, click the + New button to open the add action menu.

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  4. Choose Punch List. — From the dropdown menu, select Punch List to start creating a new punch list item.

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  5. Enter punch list details. — Fill in the required fields such as description, assignee, due date, and attach any photos or documents.

  1. Save the punch list item. — Review the information and click Save to add the item and notify the team.

Confirmation

You'll know it worked when the new item appears in the punch list overview, and the assigned team member receives a push notification or email alert.

FAQ

Q: What types of issues should I include in a punch list? A: Include minor fixes like touch-up paint, hardware adjustments, or clean-up tasks that don't require major rework, based on project inspections.

Q: Can I edit a punch list item after saving? A: Yes, tap the item in the list, make changes to description, assignee, or status, then save again.

Q: How do I mark a punch list item as complete? A: Open the item and tap Mark as Complete; you can add verification photos for records.

Q: Why can't I see punch lists for a project? A: Ensure you have the correct role permissions; if not, contact your team admin to adjust access.

Q: Is there a limit to the number of punch list items per project? A: No limit, but organize them by category or location for better management.

Upgrade to BuilderPal Pro for this feature → https://www.builderpal.com/pro

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