Example setup: General contractor
Who it’s for: a general contractor coordinating trades on one set of drawings.
What they want to know: what each trade owes them, what’s waiting on an answer, and what’s unsafe.
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 trade
- Punch items past due, by trade
- Open questions by who was asked
- Open hazards by page
Card types and fields
Section titled “Card types and fields”| Field | Field type | Punch item | Question | Hazard | Why |
|---|---|---|---|---|---|
| Mark | Text | Yes | Yes | Yes | What lists and search call a point. The Name on every card type |
| Fix status | Status: Open, Fixed, Closed | Yes | The report groups by it | ||
| Trade | Select, one choice per trade | Yes | Yes | Shared by punch items and questions, so one report covers both | |
| Due | Date, Past dates turn red | Yes | Yes | Shared, so late items look the same everywhere | |
| Question status | Status: Asked, Answered | Yes | Different choices from Fix status, so a different field | ||
| Hazard status | Status: Open, Made safe, Closed | Yes | Different choices again | ||
| Photos | Photos | Yes | 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 | Trade | Nothing | Due as a Label |
| Question | Question status | Trade | Nothing | Due as a Label |
| Hazard | Hazard status | Nothing | Nothing | Hazard status as the Highlight; Mark as a Label |
Trade and Due are shared, which is what lets one report show everything a trade owes. Each status is its own field because its choices differ. A Hazard’s Open choice is ticked to raise the Highlight.
Templates
Section titled “Templates”- A Punch item template per common item, with Trade 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 does the drywall trade still owe us?”
- “Which questions are past due, and who was asked?”
- “Are there open hazards on Level 5?”
Want a different setup? Tell Claude, ChatGPT or Grok Bot what your company does and ask it to adjust this one.