Our Archive

Welcome to your Archive. This is your all post. Edit or delete them, then start writing!

Purpose:

To Create a Punchlist.

Background:

Contractor Foreman helps you create a powerful and easy to use Punchlist for keeping track of those incomplete items that need attention at each phase of your project. You can assign Punchlist items to individual companies or people and email them their own Punchlist right from Contractor Foreman.

Points to Remember:

Required fields are marked with an Asterisk (*.)

Punchlist will also show up on your Dashboard (Home Screen)

To save your work, click the blue “Submit” button.

To edit the record, click the green pencil icon in the upper right corner.

Deleting Items can only be done by a person with Admin Rights or if you are given access to do so.

If a Punchlist needs to be Deleted, you can do so by clicking on the “Action” button at the bottom of the page on the right.

Steps to Create a New Punchlist:

  1. Navigate to Main Menu.
  2. Click on Punchlist.
  3. Click on blue button “Create a New Punchlist” on the left.
  4. Enter the following information:
  • Project: Select from System List. (Mandatory)
  • Punchlist Name: (Mandatory)
  • Punchlist #:
  • Punchlist Items: Punchlist Items will show here.
  • Add Items to Punchlist:
  • Assigned To: Select from system List (Mandatory)
  • Area/Status: Select from Drop-down. (Mandatory)
  • Due/Completion Date: Due Date is added automatically.
  • Description:
  • Attachments:
  • Add an Attachments: Upload all Photos & Files in link to this Project. (On the phone or Tab this would be a Camera button so just click away & it will upload here automatically)
  • Add Another Item to Assigned Contact:

 

 

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Modifying or Editing a Punchlist Line Item

Once you have created a Punchlist and you need to modify a Punchlist line item you can do so easily and quickly by following the steps below.

Open the Punchlist you need to modify and click the green Pencil icon in upper right to edit the Punchlist.

Scroll down to list of Punchlist Items. On the far right, click on the green pencil icon of the item you need to modify. This will open the pop up for that item, you can then make necessary changes. Click the blue “Confirm” button to save your work.

Read More

Creating a New Punchlist

Contractor Foreman helps you create a powerful and easy to use Punchlist for keeping track of those incomplete items that need attention at each phase of your project. You can assign Punchlist items to individual companies or people and email them their own Punchlist right from Contractor Foreman.

To save your work click either the “Submit”  button or the blue check mark box in the upper right hand corner.

To modify an existing record click the green “Pencil” icon in the upper right hand corner.

Adding a Punchlist:

Go to main menu and select Punchlists. Required Fields are marked with an asterisk (*.)

Fill out the project from the Drop Down, then assign it a status. Do not set to Archive until all items have been completed.

The Generated by field will auto populate based on login info from the system.

Punchlist # will also auto populate.

Next step is to add new Punchlist items. Click the blue “Add Item to Punchlist” button. In the pop up box fill out the fields for:

Area: Where the item is located: Example: Bath #2, SW Corner of Room #204 or Emergency Exit Signage. Good detail here is important.

Completion Date: This is the date you need the item completed by.

Assigned To: Use the drop down to select the company responsible. Tip: If item requires more than one company to fix, create additional items for each company. This allows for better tracking on which items are 100% complete or not.

Description:  Write as detailed of a description here as possible as this will help the responsible party know what they need to do to fix it.

Punchlist Item Image: Add photos from your phones camera or from a gallery of photos already on your phone. You can add multiple images.

Click confirm at bottom of screen and then repeat the process to add multiple Punchlist Items.

To save your work click either the “Submit”  button or the blue check mark box in the upper right hand corner.

To modify an existing record click the green “Pencil” icon in the upper right hand corner.

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