Punchlist
Quotes from your rate card, chases materials and subs, keeps the client updated, and tells you what slipped before the client notices.
What Punchlist takes off your desk.
Quotes from your rate card
Labour by the hour or the day, materials and subs at your markups, contingency and deposit — priced the way you price them.
Change orders, the day it happens
Extra work is priced on its own, with its effect on the finish date, instead of quietly growing the job.
Clients told first
They hear about a slipped date from you, with the new one already worked out.
Jobs closed properly
The punch list from the walkthrough, then the invoice with the deposit already credited.
From morning rush to evening wrap.
You don't manage the agent. You delegate, and it reports back — with everything it touched on the record.
Quote the Barlow kitchen and tell me if Friday still works.
- Read the Barlow site notes and photos from Monday.
- Priced it off your rate card: three crew days, materials at your 15%, the permit, and 12% contingency.
- Checked the material order. The worktop is two days late from the supplier.
- Friday install no longer works. Monday does.
- Drafted the quote at your usual 30% deposit, and a heads-up to the client about the date.
Quote: $7,358.40 including contingency, $2,207.52 deposit. Worktop slipped two days — recommending a Monday install instead of Friday. Client message drafted.
Quote saved. Client message held for your approval. Monday pencilled into your calendar until they confirm.
- Follow Up Boss
- Google Calendar
- Gmail
- Drive
Contractors and small trade businesses who quote the job, run the job, and invoice it themselves.
Firms with a dedicated estimator and a site manager on every job.
Every action, on the record.
Held actions wait for you. Blocked ones never ran. Open a row to read the reasoning.
Reading your own message threads is always allowed under your default policy. No approval needed, and it is still written to the log.
Read-only lookup against the MLS connection you authorised at setup. Nothing was written or shared.
Your policy holds every outbound message to a client for approval. The draft sat in the thread until you replied “send”.
Released by you at 07:44 with a one-word reply. The exact text that was sent is stored against this entry.
Calendar holds on your own diary are pre-approved. Invitations to other people are not — that is a separate rule.
Open any row to see why the agent did it.
Quotes from your rate card, chases materials and subs, keeps the client updated, and tells you what slipped before the client notices.
Start now Or reserve access firstBring your own model key and take $15 a month off. Every plan includes the managed runtime, the audit layer, and the curated skill catalog — see pricing. Pro comes with one bundle. If yours is already spoken for, Punchlist is $59 a month on top — and Pro+ carries several without one.
The things people ask about Punchlist.
Does it work with my job-management software?
Not yet. Punchlist connects to Follow Up Boss, Google Calendar, Gmail and Drive today — it does not read a job-management or accounts package. It prices, drafts and chases from what you and your CRM give it. More integrations come through the beta, prioritized by what members actually use, so tell us your stack during onboarding.
How does it price a job?
From your numbers, never its own. Give it labour by the hour or by the crew day (or a flat labour figure), materials and subcontractor costs with your markups, any flat line items like permits or a dumpster, and it returns the breakdown — labour, materials at cost and marked up, subs, line items, contingency, discount, tax, the total, the deposit due and the balance on completion. It never invents a rate, a markup, or a quantity, and it never looks up a material price.
What stops a job quietly growing?
Extra work is a change order, never a bigger estimate. When the scope moves, Punchlist prices the extra on its own and writes it up with its own cost and its own effect on the completion date, for you to send. That is the difference between a job that made money and one you argue about at the final invoice.
Will it ever message a client on its own?
Its standing instruction is to confirm with you before an estimate, change order, schedule update, punch list, or invoice goes to a client, supplier, or sub. Behind that instruction is a policy ceiling rather than a wall: at most fifteen agent-initiated sends a day, after which confirmation is mandatory. You can set that rule to require confirmation every time in the dashboard’s policy editor.
Does it know anything about building regulations?
No, deliberately. Whether a job needs a permit, an inspection, or an engineer is your licensed judgement, and Punchlist never advises on codes, structural safety, or compliance — and never states that work is signed off. A permit fee is a number on a quote and nothing more.
What about the end of a job?
The punch list. Walk the job, tell it what is outstanding, and it writes the snag list with an owner and a date against each item, then the invoice with the deposit already credited. That is the part that gets skipped when you are already on the next site.
Can I cancel anytime?
Yes. Cancel from the dashboard, no questions asked. Your data exports on request — full activity log, every saved note, every draft.
Earn the queue.
We open one bundle at a time. Reserving tells us Punchlist is next for you.
No card, no call. One email when your bundle opens.