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Punchlist templates

Written By Timothy Murenzi

If you run the same punchlist on many projects — a construction blue-tape walkthrough or an FF&E receiving checklist — save it once as a studio template and reuse it.

Save a punchlist as a template

  1. Open a form in the builder and add a Punchlist field (Form fields → Special → Punchlist), or click an existing one.

  2. In Field settings → Pre-seeded rooms + items, click + Add room and set up the rooms and items exactly as you want to reuse them.

  3. Click Save as template and give it a name.

Punchlist field settings with Load template, Save as template and Add room

Reuse a template

  1. Add a new Punchlist field to any form.

  2. Click Load template and pick the one you saved.

Templates are shared with your whole studio. Each form keeps its own copy, so editing a template later doesn't change forms that already loaded it.

Don't need your own? The Construction Blue-Tape Walkthrough and FF&E Final Delivery Walkthrough form templates come pre-seeded with hundreds of items (see Building from a template).

Note: if you click Load template before your studio has saved any punchlist templates, you'll see "No saved templates yet".