Punch List Tab Overview

Overview

The Punch List tab on the property detail page gives you a complete view of all punch items for a home. See summary stats, create new items, and take action on existing items - all without leaving the page. Items are color-coded by severity and show different actions based on status.

Accessing the Punch List Tab

1. Open a property from Builder > Properties
2. Click the "Punch List" tab (next to Overview)
3. View summary stats at the top showing counts by status
4. See all punch items listed below with inline actions

Summary Stats

The top of the tab shows quick counts:

• Open items - Not yet assigned to a contractor
• Assigned items - Contractor has been notified
• Fixed items - Contractor marked complete, awaiting your verification
• Verified items - You've approved the fix
• Rejected items - You sent it back for rework

Creating Punch Items

Quick Create

1. Click "New Punch Item" button at the top
2. Fill in the create dialog:
   • Description - What needs to be fixed
   • Trade - Select the responsible trade (plumbing, electrical, drywall, etc.)
   • Room - Optional room location
   • Severity - Standard, Critical (blocks closeout), or Cosmetic
3. Click "Create"
4. Item appears in the list with OPEN status

Severity Levels

Punch items are color-coded by severity:

• Red border - CRITICAL: Blocks closeout, must be fixed before handoff
• Amber border - STANDARD: Normal priority, should be fixed soon
• Gray border - COSMETIC: Minor issue, low priority

Item Actions by Status

OPEN Items

Items not yet assigned show:

• Contractor suggestions - AI-ranked list based on trade, phase history, and recent usage
• One-tap assign - Click a suggested contractor to assign immediately
• Guest contractor option - Assign to someone not in your system by entering name + phone (sends magic link)

ASSIGNED Items

Items assigned to contractors show:

• Contractor name and assignment date
• Waiting for contractor to mark fixed
• No actions available until contractor responds

FIXED Items

Items marked complete by contractor show:

• Verify button - Approve the fix
• Send Back button - Reject and request rework
• Photos/notes from contractor (if provided)

VERIFIED Items

Approved items show:

• Green checkmark icon
• Verification date
• No further actions needed

REJECTED Items

Sent-back items show:

• Red X icon
• Your rejection note
• Waiting for contractor to rework

Filtering Items

Use the status filter dropdown to show:

• All items (default)
• Only OPEN items
• Only ASSIGNED items
• Only FIXED items (awaiting your verification)
• Only VERIFIED items
• Only REJECTED items

Guest Contractor Assignment

When assigning to a contractor not in your system:

1. Click "Assign to guest contractor" on an OPEN item
2. Enter contractor name
3. Enter contractor phone number
4. BlueClerk sends a magic link via SMS
5. Contractor can view and resolve the item without creating an account

Tips

• Use severity levels wisely - Reserve CRITICAL for items that truly block handoff
• Review suggestions before assigning - AI suggestions are helpful but you're in control
• Filter to FIXED items when doing your daily verification walkthrough
• Add photos when creating - Helps contractors understand the issue faster

Questions

Q: Can I assign multiple items to the same contractor at once? A: Not yet - each item is assigned individually. This is planned for a future update.

Q: What happens if a contractor doesn't have a phone number? A: Guest contractor assignment requires a phone number for the magic link. If they're a regular contractor, add them to your roster first.

Q: Can I change the severity of an item after creating it? A: Yes - click the item to open details and edit the severity level.

Q: Do contractors need a BlueClerk account to resolve items? A: No - guest contractors receive a magic link via SMS and can resolve items without signing up.