Project > Project Menu > Punch List
Adding Punch Items to projects is done easily using the SiteMax mobile app. With the mobile app, any worker on the field can submit punch items at any time.
Start by clicking into the Project and click on Punch List(s) from the sidebar menu in a project. Or by using the Quick Add button in the Project!
If starting in the Punch List module, start by clicking on the three-dot menu in the top right corner.
Then, select +Add Punch Item.
Create a punch item by selecting the +Add New Punch Item option.
Capture a photo for your Punch Item by clicking on the yellow button.
Click on the Upload button to add the photo.
Fill out the Punch Item details, and click Save when complete.
A Punch Item Number will automatically be assigned. Complete and Quick Add buttons will appear upon saving.
When you click the Quick Add button, it will give you the ability to quickly add images.
Project Managers and assignees will also be notified upon creation of the punch item and of any changes or updates!
Add Punch Items from Existing
Use the Add Punch Items from Existing option to save time creating duplicate Punch Items for multiple trades.
Start by selecting +Add Punch Item.
Select the Add Punch Item from Existing option.
Here you will see the option to select an existing punch item in the project.
Select the Punch Item you would like to copy from and click Done.
Change any details as needed, then hit Save to create.
Resolving Punch Items
Review open Punch Items and resolve them immediately by following these simple steps.
Start in your Project's Punch List module where you will find a full list of all existing Punch Items in the project.
In the Punch Item tab, use the Search bar or the Filter button to find the Punch Item you need to complete.
Identify which Punch Item you would like to update and click on it.
Here you will have access to view important details to help you quickly identify the Punch Item, such as the item's Trade, Location, Status, and Created Date.
Review the Punch Item details and scroll to find the Resolutions section. Here you will be able to update the Item with resolution comments and photos.
When complete, click the Update Resolution button.
Scroll back up to find the Complete button and click on it to save your updates.
Confirm the Status is complete and Close to return to the project's Punch List.
Deleting Punch Items
Deleting Punch Items can also be done in the mobile app by following these steps.
Start in the project's Punch List and click on the three-dot menu.
Here you will find the Delete Punch Items option.
Select the Punch Items you would like to delete.
Click on the red Delete button.
Confirm the action by clicking Delete once more.