In the U.S. construction industry, a punchlist is a document listing work that does not conform to contract specifications and requiring rectification by the responsible contractor. It is also commonly known as "Snag List" or "Defects List" in other places.
The Punchlist Notice manager helps your project team members create and distribute a list of Punchlist items to companies working on your project in bulk.
As you perform your Punchlist walk on site and add items to your list, the Punchlist manager will group all your items by a company and distribute a unique Punchlist notice for each.
To create and distribute a Punchlist Notice, follow the steps below.
Step 1: Go to the Punchlist notice register
Navigate to your Management module and click on the Punchlist notice tool to access the Punchlist register.
Step 2: Click the "CREATE" button
Click the "CREATE" button to start a new Punchlist items notice.
Step 3: Add Punchlist item details
Click the "ADD PUNCHLIST ITEM" button to add a Punchlist item's details, including description, location, responsible contact and due date.
Note: you can search for anyone in your address book by contact name, email address, company name or tag. Contacts do not require a Webuild account to view, download or respond to your notice.
Step 4: Add photos or other attachments (optional)
Click the small floating paperclip button to reveal the attachment options for your notice.
- Attach a plan/file from your document register to your notice
- Mark-up a plan from your document register and attach it to your notice
- Attach any form notice from your Management module to your notice
- Attach a photo or file from your device to your notice
Step 5: Save item to your Punchlist
After you are finished adding your Punchlist item's details and attachments, click the "SAVE" button on the top right-hand side of your screen to save the item to your list.
Step 6: Add more items to your list (optional)
You can add more items to your list by clicking the "ADD ITEM" button.
As you add more items to the list, they are automatically grouped by company.
Step 7: Send or Save Punchlist notices (or save your list as a draft)
After you are finished adding items to your list, click the "DONE" button on the top right-hand side of your screen to reveal the below options:
- Send (email notifications are sent to recipients)
- Save (email notifications are not sent to recipients, but notice is logged)
- Save as draft (come back to your Punchlist later)
Step 8: Include project team members in correspondence
You have the option to include other project team members as a "cc" to each notice that is created. Selected project team members will also be kept in the loop with all related correspondence and comments for the related notices.
Step 9: Notifications (if sent)
After sending a Punchlist notice, each contact receives an email notification like the one in the example below.
Recipients can click the "Download Notice" button to download the Punchlist notice in pdf and any related attachments or click "View Details" button to view/update the items via the interface.
A record of the Punchlist notice is added to your project's Punchlist notice register with all related information, including a date/time stamp for download activity.
Example: Punchlist notice email notification
Example: Punchlist notice pdf file
Step 10: Responses or questions
All recipients can ask any questions by replying directly to the email notification. The sender and all other recipients will receive the related updates via email.
Punchlist notice senders and recipients can also send messages via the notice's "COMMENTS" tab when viewing the notice online.
All replies to Punchlist notice emails and messages will also be logged in the "COMMENTS" tab of the Punchlist notice in the interface.
Note: recipients that are not a part of your organisation will only be able to view and access the notices that relate to them.
Example: Punchlist notice - "PUNCHLIST ITEMS" tab
Example: Punchlist notice - "NOTICE" tab
Example: Punchlist notice - "RECIPIENTS" tab
Example: Punchlist notice - "COMMENTS" tab
Example: Punchlist/Defects notice - adding attachments to "COMMENTS" tab
If you have any questions about Punchlist/Defects notices, shoot us an email at email@example.com and our customer success team will be in touch.
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