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Field & Compliance · Engine

Punch List

Punch List is the engine that extracts every noted defect or incomplete item from a closeout walkthrough into a structured list. Each item gets a description, trade responsibility, location, severity and suggested close-out action, and the list imports into the Punch List tracker for assignment and completion tracking.

Updated

Engine Phase: Tracking Runtime: 25-45 seconds Pro+

What does the Punch List engine do?

Punch List extracts every noted defect or incomplete item from a closeout walkthrough input — marked-up plans, inspection memo, photos with annotations — into a structured list: item description, trade responsibility, location/room, severity, and suggested close-out action. Output imports to the Punch List tracker for assignment and completion tracking.

When should I use the Punch List engine?

Use the Punch List engine after a substantial-completion walkthrough, to convert an owner's marked-up drawings into an actionable close-out list, or to capture an inspector's punch list into the tracker without retyping.

What do I upload to the Punch List engine?

Upload a marked-up drawing as a PDF, a memo or bullet list, or photos with annotations as PNG or JPG.

How do I run the Punch List engine?

To run the Punch List engine, open it, upload the walkthrough input, run it, review and assign the items, and import them to the tracker.

  1. Open the engine

    Sidebar → Engines → Punch List.

  2. Upload input

    Memo, markup, or photos.

  3. Run

    25–45 seconds.

  4. Review + assign

    Each extracted item as a row. Assign trade, edit location, adjust severity.

  5. Import to tracker

    Click Import to Punch List Tracker. Items become tracked with status and close-out dates.

How do I read the Punch List engine results?

The result is a punch-item table with severity classification, trade assignment and location mapping.

Punch-item table

Item description, trade, location/room, severity, suggested action, source reference.

Severity classification

Cosmetic / minor / major / life-safety. Life-safety items are highlighted.

Trade assignment

AI-assigned based on item type — carpentry, paint, electrical, plumbing, HVAC, etc. Editable.

Location mapping

Room / area / floor extracted from input. If a drawing was uploaded, location references come from the sheet annotations.

Every control, explained

Run analysis

One run.

Edit item

Description, trade, location, severity, action.

Import to Punch List Tracker

Push to tracker for assignment + close-out tracking.

Export PDF

Formatted punch-list for distribution to trades.

Export XLSX

Raw table.

Chains

Chains into

Block Final Payment? — Outstanding punch items may block retention release or final payment approval.
Closeout Status Update — Punch list completion percentage feeds into owner report closeout section.
Build Closeout Package — Punch list completion feeds the closeout package — 100% sign-off is a closeout prereq.

Chained from

Verify Against Submittals — Cross-check punch items against approved submittals for spec compliance.
Extract Deficiencies — Field report deficiency observations carry forward as punch list items.
Add Punch Items — Punch list items captured during the walk push directly into the punch tracker.
File Punch Items — Drafted punch items push directly into the punch list tracker for assignment and aging.

Exports

Troubleshooting

Trade assignment wrong

Some items span trades (e.g., water staining may need painter + plumber). Edit the row to re-assign or split.

Location unclear

Input didn't reference a room/area. Edit manually.

Sources