Punch List and Documents
- Punch items
- Reviewed at final walkthrough
- Final draw
- $7,862.75
- Project file
- Signed proposal, invoices and documents
- Next
- Archive the completed job
Feature directory · 8 tools
Construction closeout software
Find plans, files, and property details when the crew needs them. Keep that history through warranty work.
How it works
Plans, permits and warranty files stay with the property. Connect weather or financing services when you need them.
File job documents. Upload plans, permits, property details, and warranty requests to the job.
Find file details. Search supported PDFs for details in your project files.
Choose file access. Group files by category and choose who can open them.
Find files quickly. Your office can search the job files it can access.
Feature group
Keep job files ready through warranty
Find plans, files, and property details when the crew needs them. Keep that history through warranty work.
Plug and play: sign in and it works. Your plan, permissions and project assignment apply.
8 tools match.
Keep files and warranty history with the property
Documents
Upload a file, plan, or attachment and choose its category. Your project team can find it in Documents.
Plug and playSign in and it works. Upload and organize project files in Documents, then share them with the project team.
Learn howFinancing paperwork
Keep project financing documents in Documents when the financing service is active. The lender handles approval.
Learn howArchive
Archive a completed project and restore it when you need its warranty history.
Learn howWarranty history
Record a warranty request and follow-up, then check its status in the project and homeowner dashboard.
Learn howFind job details and plan for site conditions
Property workspace
Add the address, property details, and photos. Your team can see the linked lead and project history in one place.
Learn howWeather, alerts and daylight
PM uses the saved job address to show available forecasts, alerts, and daylight for planning.
Learn howWorkspace search
Search projects, people, and job details you can access.
Learn howResources
Add useful references to the project so the team can open them from the project overview.
Learn how