Can I send only one trade's items?

The PDF covers the whole project so the numbering stays complete. The summary table shows the assignee on every row, and the CSV sorts by it.

Does the contractor need the app?

No. They work from the PDF or the CSV; you record the fix on your re-inspection.

How do I email a punch list to a contractor?

Q: How do I email a punch list to a contractor?

Open the project, tap ⋯ → Generate Report, generate the PDF and tap Email Client: a message opens pre-addressed to the project's contact with the PDF attached. For a contractor's own system send the CSV, or CSV + Photos if they need the pictures. Assign every item to a trade first, so the electrician finds the electrical rows in the summary table without reading the rest.

Open the project, tap ⋯ → Generate Report, generate the PDF and tap Email Client: a message opens pre-addressed to the project's contact with the PDF attached. For a contractor's own system send the CSV, or CSV + Photos if they need the pictures. Assign every item to a trade first, so the electrician finds the electrical rows in the summary table without reading the rest.

Updated 2026-09-19Punch List AI 1.2 · iPhone and iPad

The report sheet with Generate PDF Report, CSV and CSV + Photos

Step by step

Assign each item to a trade or a named contractor; the project's previous assignees are offered as chips.
⋯ → Generate Report → Generate PDF Report; read it once.
Tap Email Client for the pre-addressed message, or the share sheet to send it anywhere.
Send the CSV to anyone who will track the list in a spreadsheet; the assignee column sorts it by trade.

How do I email a punch list to a contractor?

Step by step

Related questions

Try it on your next walk

How do I email a punch list to a contractor?

Step by step

Related questions

Try it on your next walk

Go deeper

PDF reports, CSV and photos

A punch list template contractors act on