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Managing Punch-Lists

Updated over a week ago

Below is an overview of main functionalities: 

  1. New Punch-List Item: creates a punch list item

  2. Manage Punch-Lists: create new lists, edit/delete current lists   

  3. Export: allows you to download your punch-list as PDF or Excel file

To create a new punch-list, follow the steps below:

  1. From any project page, select the Documents tab from the top menu. This will produce a drop down menu, where you will select Punch-Lists.

  2. This will lead you to the main punch-list page where you can view and make changes to existing punch-list items or create a new punch-list item by clicking +New Punch-List in the top right corner.

When creating a new punch-list item, simply enter the item details in the new window and click Create Punch-List Item.

Once a Punch-List Item has been created, you will have the following options:

  • Mark Complete: marks the item complete and sends it back to the creator for verification

  • Reassign: assign to a different contact

  • Request Clarification: ask creator for more information 

  • Delete: delete the item entry

  • Add a Follower: allows you to give access to ASI for people outside the project and the company 

  • Mark as High Priority: adds a high priority tag

  • Attach a File: allows you to attach an additional file

  • Export PDF: allows you to download the change order as a PDF

  • Send an Email: allows you to send the change order to an email 

Completed Punch-List Item needs to be verified by the creator. This can be done by reviewing the item and selecting Verify button.

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