Use Case: Punch List Templates and Management

Marielle Price imageMarielle Price  •  

Building something great is never easy. Often, those who had no hand in building a skyscraper or a hospital will walk by and see it, but they will never know just how many tasks came together to form one massive completed job. Countless hands and strong backs are needed to raise up something great, and before any project can truly be crowned as complete, that walkthrough needs to take place. Whether it takes one or a hundred inspections, work cannot be concluded until all deficiencies have been recorded and taken care of. So what is a punch list? They are a staple of rounding out projects and making sure that your team delivers their best work, so to ensure that nothing ever falls through the cracks, you need the right tools in hand while you’re in the field.

Fieldwire Use Case: Punch List Management

Efficient Punch List Management Software

Staying on top of deficiencies can be quite a jumble, especially when you don’t have an efficient method of tracking these issues. The traditional construction punch list management process often involves physical documents, photos, and lists that you have to update and distribute. Sometimes the subcontractors even need to be present for walkthroughs in order to fully grasp what needs doing. Fieldwire provides a modern punchlist form solution that eliminates all of these inefficient procedures, making it possible to know the status of each deficiency without leaving the office. Our punch list app reduces confusion and speeds up the punch process by allowing your trades to know what needs their attention and where to find it on-site.

Easily Plan Your Construction Punch List Checklist

When an inspection is approaching, prepare for it by easily assembling every component within Fieldwire. Add tasks for items across the job site, whether they’re trade-specific, location-based, or pertain to a specific room or building. Each task can include detailed notes, instructions, and checklists so that each contractor knows exactly what needs to be completed (and in what order). Every checklist template you create is saved within Fieldwire, so you can quickly add that same checklist into any other similar tasks or sample punch lists in your project. You can also tie tasks together via the related tasks feature, so your trades know when their punch list work affects that of others and rework is reduced. Tasks can be assigned directly to each person on the team, and you can designate categories, due dates, and priority levels so they can better organize their efforts. Manpower and resource costs can also be included in each task upon completion, and you can make this information mandatory so that you have an accurate assessment of project punch list efficiency.

Documenting Deficiencies

Once your tasks are created and you’re ready to begin the walkthrough, take your punch list template with you into the field on your mobile device. You can access project data in Fieldwire even if you’re offline, and if you see any outstanding punch list items, document everything in the app and let your team know that more work needs to be done. When you reconnect to WiFi, the project will be updated with all of the new data you added while on-site and your trades will be notified. And to make sure your team knows exactly what to look for, take photos of every deficiency and add them directly in the task comments. All content added to tasks is timestamped and real-time notifications are sent out to all parties involved. Tasks can easily be duplicated as well if certain items are found in multiple locations. This is particularly handy if you place the tasks directly on your drawings, so there is no confusion regarding where to find each snag.

punchlist process

Creating Punch Reports

After the formal punch walk, come back to the office and generate a PDF or spreadsheet report. You can use a wide range of report template filters and sorting options to include the tasks you want in each contractor punch list. Once that’s done, send that polished report as a punch list example out to your trades, architects, the design team, the client, or anyone you like. You can set-up automated reports that include all open tasks in punch list format and have them emailed to your team on a daily, weekly, or monthly basis, or on the fly at any time. When your crew has received the item report and completed their tasks, you’ll be notified and have final verification over their finished work. Utilizing checklists and photos will help you verify each task, and even if there are thousands of items in your project, detailed PDF reports collect all that data and spreadsheet reports will include links to all task photos and attachments for you to look at.

punchlist report sample

Reach Closeout the Right Way

When closeout is near, streamlining the punch list construction process is essential to finishing strong and getting every aspect of the job just right. Fieldwire is designed to be your punch list management app of choice, making it a breeze to identify, track, and wrap up all tasks and deficiencies in one convenient and mobile tool. There’s no need to delay reaching the finish line with unproductive, drawn out methods of handling walkthroughs and inspections any longer. Fieldwire is a reliable and intuitive answer that will speed up and boost the efficiency of your punch list management for all of your current and future projects.

Fieldwire is free for small teams on Apple iOS, Android, and on the web. We already support 1,000+ companies across 200,000+ projects, and we’d love to help with all of your punch listing needs!

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