Punch List Templates

Overview

Punch list templates let you load pre-built checklists of common defects and final walkthrough items onto any property with one click. Instead of manually creating 45+ punch items every time, apply a template and BlueClerk creates all items instantly - covering everything from GFCI testing to garage door operation to grading checks that AI cameras can't detect.

How It Works

What Templates Include

Templates contain ready-to-use punch items organized by trade and room:

• Exterior items - Driveway, garage door, paint, gutters, grading, landscaping
• Interior general - Doors, hardware, paint touch-ups, baseboards, flooring
• Kitchen - Cabinets, countertops, appliances, plumbing fixtures
• Bathrooms - Fixtures, tile, caulking, ventilation
• Mechanical - HVAC, water heater, electrical panels, plumbing systems

Each item includes:

• Description of what to check
• Trade responsible for the item
• Room/location where it applies
• Severity level (Standard, Critical, or Cosmetic)

Applying a Template

1. Open a property from Builder > Properties
2. Go to the "Punch List" tab
3. Click the "Load Template" dropdown
4. Select a template (e.g., "Final Walkthrough Checklist")
5. Confirm when prompted
6. All items are created instantly - they appear in your punch list with status "Open"

After Loading a Template

Once a template is applied:

• All items appear in your punch list as separate, editable records
• Assign items to contractors individually or use bulk actions
• Upload photos to document issues
• Track resolution as contractors mark items complete
• Verify or reject completed items to maintain quality

Creating Photos for Items

After loading a template, you can add photos to document issues:

1. Find the item in your punch list
2. Click the item row to open details
3. Upload photos showing the defect or area needing work
4. Photos attach to the item and are visible to assigned contractors

Bulk Actions

Use bulk actions to quickly assign template items:

1. Select multiple items using checkboxes
2. Click "Bulk Assign" from the action bar
3. Choose a contractor to handle all selected items
4. All items are assigned at once - much faster than individual assignment

Tips

• Load templates early - Apply the template when the property is near completion, before final walkthrough
• Customize after loading - Edit item descriptions, severity, or room assignments as needed
• Use during walkthrough - Have the template items on your tablet/phone and check them off as you inspect
• Combine with photos - Take photos during walkthrough and attach them to the relevant template items

Questions

Q: Can I edit template items after they're loaded? A: Yes - once loaded, items are fully editable. Change descriptions, severity, trade assignments, or delete items you don't need.

Q: What if I load a template twice by mistake? A: Items will be duplicated. Use the checkbox select and bulk delete action to remove duplicates quickly.

Q: Can I create my own templates? A: Custom templates aren't available yet, but you can load a standard template and edit items to match your specific needs. Your edits only affect that property's items, not the template itself.

Q: Do template items get assigned to contractors automatically? A: No - BlueClerk never auto-assigns. After loading a template, you review all items and manually assign them to the appropriate contractors, either individually or using bulk actions.