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Punch List Drafter

Site-walk voice recording plus photos go in. Structured punch list comes out with title, location, trade, priority, target close date, photo evidence per item, and trigram-similarity dedupe against the open list.

Engine Phase: During construction Runtime: 20-40 seconds Pro+

What it does

Punch List Drafter takes the raw output of a closeout walk — a voice recording and the photos taken along the way — and produces structured punch items ready to log. Each extracted item gets a title, location, trade assignment, priority, target close date, the photo(s) attached as evidence, and a quote from the walk where it was discussed.

The engine runs trigram-similarity dedupe against existing open items on the project before logging anything new. Walking the same Level 3 East twice in three days no longer creates duplicate punch items — the engine recognizes "loose carpet seam at Room 305" matches the existing item and merges instead of duplicating.

When to use it

Drafted items file directly

Approved draft items push straight into the Punch List Tracker for assignment, aging, and closeout. The dedupe report is preserved as part of the audit trail.

What to upload

Two inputs: the voice recording from the walk (browser capture or upload) and the photos taken on the walk (uploaded with location tags). The engine cross-references the voice timeline with the photo timestamps to attach the right photos to each item.

Optional: a floor plan with room numbers (sharpens location attribution), the existing open punch list (forces dedupe explicitly), and the walking-party attendee list (improves attribution if the engine cites who called out an item).

Step by step

  1. Open the engine

    Sidebar → EnginesPunch List Drafter.

  2. Upload the walk audio

    Browser-recorded or uploaded file. MP3 / M4A / WAV preferred.

  3. Upload the photos

    Drop the photos taken during the walk into project_media if not already there. Location tags + timestamps help the engine align them with the audio timeline.

  4. Run draft

    20–40 seconds.

  5. Review the drafted items

    Each row shows title, location, trade, priority, target close date, photo evidence, and the quote from the walk.

  6. Check the dedupe report

    Engine flags any drafted items that match existing open items. Approve merge or keep as new.

  7. Edit before logging

    Tighten titles, override location if the engine guessed wrong, change priority. Engine drafts conservatively — PM polish helps.

  8. File punch items

    Click File Punch Items to push drafted items into the Punch List Tracker.

Understanding the results

Drafted item list

One row per identified deficiency. Title, location, trade, priority, target close, photo evidence, walk quote.

Trade assignment

Engine infers the responsible trade from the item description (e.g., "loose carpet seam" → flooring sub). Override if needed.

Photo evidence

Each item links to the photo(s) taken on the walk that depict it. Click to preview.

Walk quote

The verbatim line from the audio where the item was called out. Anchored to the audio moment for verification.

Dedupe report

Drafted items that match existing open items, surfaced for explicit merge approval. Reduces duplicate entries.

Walk summary

One-paragraph overview of the walk: who was present, areas covered, total items found, severity breakdown.

Every control, explained

Run draft

Consumes one run. 20–40 seconds.

Edit item

In-place edit on title, location, trade, priority, or target close date before filing.

Approve merge

Confirms a dedupe match — drafted item folds into the existing open item instead of creating a duplicate.

Keep as new

Overrides the dedupe match if the engine guessed wrong and the new item is actually distinct.

Delete drafted item

Removes a false positive before filing.

File Punch Items

Pushes approved drafted items to the Punch List Tracker with audit trail.

Export PDF

Pre-filing walk-report PDF with all drafted items and photo thumbnails. Useful when the walking party wants a copy before formal filing.