Foundation

Punch List

A punch list is the final checklist of deficiencies and incomplete items that must be resolved before a construction project can be considered complete. In residential building, the punch list typically comes from the final walkthrough with the homeowner — the door that does not close properly, the paint touch-up in the hallway, the missing outlet cover in the guest bedroom.

Baulit integrates punch list management directly into your task system, so punch items follow the same workflow as any other task: they can be assigned, tracked by status, and reported on.

Punch List Workflow Final Walkthrough Step 1 Identify Issues Step 2 Create Punch Items Step 3 Assign to Contractor Step 4 Contractor Resolves Step 5 Verify Resolution Step 6 Mark Complete Step 7 Pending steps Resolution steps

How Punch List Works

In Baulit, a punch list item is simply a task with the Punch List flag turned on. This boolean flag marks the task as a closeout item and makes it appear in the dedicated Punch List tab and summary cards. You can flag any existing task as a punch list item, or create new tasks specifically for punch work.

Flagging a Task as Punch List

Open a task by clicking it in the task list to enter edit mode.
Check the "Punch List" checkbox. This checkbox appears in the task edit panel alongside other task properties.
Save the task. It now carries a punch list badge on the task row and appears in the Punch List tab.

To remove the punch list flag, uncheck the same checkbox. The task remains in your schedule but no longer appears in the punch list views.

The Punch List Tab

The Punch List tab in your project view shows only tasks that have the punch list flag enabled. It provides a focused view for managing closeout work without the clutter of the full task list.

Summary Bar

At the top of the tab, a summary bar shows the total number of punch items and how many are in each status: Not Started, In Progress, Blocked, Approval Requested, and Complete. This gives you an instant read on how close you are to finishing the punch list.

Status Filters

Use the status filter buttons to narrow the list. Click "In Progress" to see only the items currently being worked on, or "Not Started" to see what still needs attention. This is especially useful on large punch lists with dozens of items.

Inline Item Creation

You can add new punch list items directly from the Punch List tab without switching to the main task list. Click the "Add Item" button, enter a task name, and the new task is automatically created with the punch list flag enabled.

Punch List Badge

Tasks flagged as punch list items display a small badge on their row in the main task list. This visual indicator helps you spot punch items when you are looking at the full schedule, even outside the dedicated Punch List tab.

Punch List in Reports

Punch list items appear in two report contexts:

Typical Punch List Workflow

Conduct the walkthrough. Walk the project with the homeowner and note every deficiency. Common items include paint touch-ups, hardware adjustments, caulking gaps, appliance commissioning, and cleaning.
Enter items in Baulit. Use the Punch List tab's inline creation to quickly add each item. Assign items to the responsible subcontractor or crew member.
Track completion. As items are addressed, update their status. Contractors can mark items for approval; you verify and mark them complete.
Final review. When all items are complete, do a final walk to confirm. The summary bar should show 100% complete.
Close out. With the punch list cleared, you are ready to apply for your certificate of occupancy and hand over the keys.
Tip: Take photos of each punch item during the walkthrough and attach them to the corresponding task. This gives subcontractors a clear visual reference and creates a documented record of the deficiency. For more on managing the closeout process, see Punch List Management and Project Closeout in the Builder's Library.

Feature Toggle

The Punch List feature is controlled by the Punch List toggle in Settings under the Features tab. If your projects do not need formal punch list tracking, turn it off to keep the interface simple. Existing punch list flags on tasks are preserved and will reappear when you re-enable the feature.