Punch list and handover involves inspecting completed work, documenting defects, coordinating contractor fixes, and preparing client sign-off. Manual coordination across spreadsheets, emails, and messages creates delays and missed items.
Automation centralizes punch list creation, routes tasks to contractors with automatic reminders, tracks completion photos, and generates handover reports instantly. Client sign-off becomes streamlined and documented.
The full workflow, from trigger to completion.
Workflow starts when a project is marked as final inspection complete or a form submission is received.
Automation creates a new project for the punch list with sections for each contractor and status columns (To Do, In Progress, Complete).
The automation reads the inspection notes and photos, extracts punch list items, and creates individual tasks with descriptions, photos, and priority levels.
Automation assigns each task to the responsible contractor and sends them a notification with the task link and deadline.
Automation tracks task status changes and sends daily reminders to contractors with overdue items. When a task is marked complete, it requests photo evidence.
Once all tasks are complete or a deadline is reached, automation generates a handover report in Google Docs listing all items, completion status, and photos.
Automation emails the handover report and completion photos to the client, with a link to a sign-off form embedded in the message.
When the client submits the sign-off form, automation updates the project status to Closed and sends a final confirmation email to all parties.
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