Example setup: Drywall and paint
Who it’s for: a finishing contractor working through punch lists, room by room.
What they want to know: what’s left in each room, what’s late, and proof of damage they didn’t cause.
Use this as a starting list, and change whatever doesn’t fit.
The reports they want
Section titled “The reports they want”- Open punch items by type and page
- Punch items past due
- Existing damage by page
Card types and fields
Section titled “Card types and fields”| Field | Field type | Punch item | Existing condition | Why |
|---|---|---|---|---|
| Mark | Text | Yes | Yes | What lists and search call a point. The Name on every card type |
| Fix status | Status: Open, Fixed, Closed | Yes | Shared across punch items; the report groups by it | |
| Fix type | Select: Patch, Sand, Prime, Paint | Yes | The report groups by it | |
| Due | Date, Past dates turn red | Yes | Late items stand out | |
| Room | Text | Yes | Yes | Read off the plan |
| Found on | Date | Yes | Records when you first saw it | |
| Photos | Photos | Yes | Yes | Shows the work; nothing to count |
What each point shows
Section titled “What each point shows”| Card type | Color | Inside | Ring | Also |
|---|---|---|---|---|
| Punch item | Fix status | Fix type | Nothing | Due as a Label |
| Existing condition | The card type’s pink, with its icon | The card type’s icon | Nothing | Found on as a Label |
Existing conditions need no status. They’re a dated record with photos, and the fixed color keeps them apart from your own work.
Templates
Section titled “Templates”- A Punch item template per common fix, with Fix type filled in
Ask your AI app
Section titled “Ask your AI app”Once points are going in, you can ask Claude, ChatGPT or Grok Bot things like:
- “What’s still open in the east wing?”
- “Which punch items are past due?”
- “Show me the damage we recorded before we started on Level 2.”
Want a different setup? Tell Claude, ChatGPT or Grok Bot what your company does and ask it to adjust this one.