SiteMax Systems

Phases, Locations, Notifications, Types and Statuses. Understanding and managing your Punch List Settings

Punch List Settings

Adding deficiency punch list items. Deficient/Punchlist items. how to add Punch Item on web

Adding a Punch List Item

How to use the Actions menu and Filters to manage your Punch Lists and Punch List Items

Managing Punch Lists

Custom reports, phase reporting, report distribution

Punch List Reports - Web

Kelly Shee

Punch Lists

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Create your account and invite the first people to your workspace.

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