Two items selected with the bulk action bar for status, priority and delete

Step by step

  1. Assignee on every item, the trade or the named contractor.
  2. Location precise enough to find without you: room, wall, element.
  3. One-line action, not a paragraph; the photo carries the rest.
  4. Due dates; the summary table shows overdue in red.
  5. When they report back, select the items and change status together; verify on your re-inspection.

Related questions

Should I send the CSV or the PDF?

Both. The PDF is the record; the CSV is what their office pastes into a tracker.

How do I stop 'not my trade' arguments?

Assign at the moment you record the item, while you are looking at it. Changing it later is what starts the argument.

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Go deeper

Feature

Folders, search, bulk actions

Projects in folders by client. Search and filter items, select many and change them at once, assign a trade.

 Article

A punch list template contractors act on

From the blog.

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