Punch lists

A punch list is a list of incomplete or deficient work to fix before closeout. In SubmittalLink, each punch list (for example “Level 2 walkthrough”) holds items. Each item has a location, assignees, an approver, photos, and a response thread.

Who can do this

Everyone on the project can open punch lists. Owners, project managers, and field users can create, update, and delete lists and items. Other roles can view items and respond.

Create a punch list

1. Go to More → Punch Lists.
2. Click Create Punch List, enter a Title, and save.

Add punch list items

1. Click the punch list’s title to open it.
2. Click Create.
3. (Optional) Select a template.
4. Fill in:
   • Number and Title
   • Status: Incomplete (default) or Complete
   • Approver: who verifies the fix
   • Assignees: who does the work
   • Location: room, floor, or area
   • Attachments: photos of the issue
5. Turn on Email Notifications to notify assignees.
6. Click Create Punch List Item, or Create and Send Emails.

You can also link a punch list item to a spot on a drawing. See Mark up and link drawings.

Respond to a punch list item

The project owner, the item’s approver, its assignees, and project managers and field users can respond. Open the item, click Add response, attach a photo of the completed work, and click Submit response.

Export a punch list

Open a punch list and click Export PDF to share it with subcontractors or the owner.

Frequently asked questions

Can subcontractors close punch list items?

Subcontractors can respond to items assigned to them, for example with a photo of the fix. Owners, project managers, and field users update the status to Complete.

Can I pin punch list items to the drawings?

Yes. Use the link tool on a drawing and choose Punch List.

Can I export a punch list as a PDF?

Yes. Open the punch list and click Export PDF.