Punch Lists and Closeout Checklists

Create punch lists to track deficiencies and closeout items.

Punch Lists and Closeout Checklists

Punch lists track deficiencies and items that need to be fixed before a project can be closed out.

Creating a Punch List

1. Open a project
2. Go to **Punch List**
3. Click **Add Item**
4. Describe the deficiency or task
5. Assign it to a team member
6. Set a priority level

Punch List Item Statuses

Creating from Templates

Use closeout templates for standard items: 1. Go to **Closeout Templates** 2. Create a template with common items 3. Apply the template to generate punch list items automatically

Assigning and Tracking

• Assign each item to a specific team member
• Track progress with status updates
• Add photos to document before/after
• Reorder items by priority

Project Closeout

Use the punch list to ensure everything is complete before marking a project as COMPLETED: - All punch list items should be VERIFIED - Final inspections documented - Client sign-off obtained