PagesConstruction & EngineeringOfficial

βœ…Construction Punch List

Track deficiencies and incomplete items for project closeout with location, trade, and status tracking.

by Peopsy

Preview: Construction Punch List

Construction Punch List

πŸ’‘

Walk every room systematically. Document each item with a photo when possible. Assign each item to the responsible subcontractor with a clear deadline.

Project Info

Field

Value

Project Name

[Project Name]

Walkthrough Date

[YYYY-MM-DD]

Walked By

[Names]

Target Completion

[YYYY-MM-DD]

Total Items

[X]

Items Completed

[X]

Items Remaining

[X]


Punch List Items

#

Location

Trade

Description

Priority

Assigned To

Due Date

Status

1

[Room 101]

[Painting]

[Touch-up required on north wall β€” visible roller marks]

Low

[Sub Name]

[Date]

[Open]

2

[Room 102]

[Drywall]

[Nail pop at ceiling β€” patch and repaint]

Low

[Sub Name]

[Date]

[Open]

3

[Lobby]

[Flooring]

[Transition strip loose at elevator threshold]

Medium

[Sub Name]

[Date]

[Open]

4

[Restroom 1A]

[Plumbing]

[Faucet dripping β€” cartridge needs replacement]

Medium

[Sub Name]

[Date]

[Open]

5

[Stairwell B]

[Fire Protection]

[Missing escutcheon ring on sprinkler head]

High

[Sub Name]

[Date]

[Open]

6

[Electrical Room]

[Electrical]

[Panel schedule not posted β€” code requirement]

High

[Sub Name]

[Date]

[Open]

7

[Exterior]

[Landscaping]

[Dead plants in planter bed β€” replace per spec]

Medium

[Sub Name]

[Date]

[Open]

8

[Roof]

[Roofing]

[Flashing not sealed at penetration #3]

High

[Sub Name]

[Date]

[Open]


Summary by Trade

Trade

Total Items

Completed

Remaining

Painting

[X]

[X]

[X]

Drywall

[X]

[X]

[X]

Flooring

[X]

[X]

[X]

Plumbing

[X]

[X]

[X]

Electrical

[X]

[X]

[X]

Fire Protection

[X]

[X]

[X]

Other

[X]

[X]

[X]

⚠️

All life-safety items (fire protection, egress, emergency lighting) must be resolved before occupancy. Do not issue substantial completion with open life-safety items.

About this template

The punch list is the final quality gate before substantial completion. This template provides a structured deficiency log organized by location and trade, with fields for priority, responsible party, and completion tracking. Use it during the pre-punch walkthrough and update daily until all items are resolved.

Tags

punch-listdeficiency-listsnag-listproject-closeout

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Weekly Planner

πŸ’œ

Weekly Focus: What is the ONE thing that would make this week a success? Write it here and keep it visible.

Week of: [Date] β€” [Date]


Monday

Most important task for the day

Second priority task

Third priority task

Tuesday

Most important task for the day

Second priority task

Third priority task

Wednesday

Most important task for the day

Second priority task

Third priority task

Thursday

Most important task for the day

Second priority task

Third priority task

Friday

Most important task for the day

Second priority task

Wrap up loose ends and prep for next week


Weekly Review

βœ…

Take 15 minutes on Friday afternoon to reflect on your week. This small habit compounds into massive clarity over time.

  • What did I accomplish this week?

  • What didn’t get done and why?

  • What should I carry forward to next week?

  • What’s one thing I could improve next week?

πŸ“…Weekly Planner

Plan your week with daily task lists, a weekly focus area, and an end-of-week review.

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Change Order Request

πŸ’‘

Complete this form for every proposed change to the original contract scope. Attach supporting documents (sketches, specs, photos) before routing for approval.

CO Details

Field

Value

CO Number

[CO-001]

Project Name

[Project Name]

Contract Number

[Contract #]

Date Initiated

[YYYY-MM-DD]

Requested By

[Name / Company]

Priority

[Standard / Urgent / Critical Path]


Parties

Role

Name

Company

Contact

Owner / Client

[Name]

[Company]

[Email / Phone]

General Contractor

[Name]

[Company]

[Email / Phone]

Architect of Record

[Name]

[Company]

[Email / Phone]

Subcontractor (if applicable)

[Name]

[Company]

[Email / Phone]


Description of Change

Reason for Change:

  • [Owner-directed change]

  • [Design error or omission]

  • [Unforeseen site condition]

  • [Code or regulatory requirement]

  • [Value engineering]

  • [Other: describe]

Detailed Description:

[Provide a detailed narrative of what is changing, why, and what areas of work are affected. Reference drawing numbers, spec sections, and RFI numbers as applicable.]

Reference Documents

  • [RFI #___]

  • [Drawing Sheet ___]

  • [Specification Section ___]

  • [Photo / Sketch attached]


Cost Impact

⚠️

All cost estimates must include labor, material, equipment, subcontractor markup, and overhead & profit per contract terms.

Item

Description

Qty

Unit

Unit Cost

Total

1

[Labor β€” trade description]

[X]

[hrs]

[$XX.XX]

[$X,XXX]

2

[Material β€” description]

[X]

[ea/lf/sf]

[$XX.XX]

[$X,XXX]

3

[Equipment rental]

[X]

[days]

[$XXX]

[$X,XXX]

4

[Subcontractor β€” name/trade]

[1]

[LS]

[$X,XXX]

[$X,XXX]

Subtotal

[$X,XXX]

Overhead & Profit (__ %)

[$XXX]

Total CO Value

[$X,XXX]

Net impact to contract value: [+ / - $X,XXX]


Schedule Impact

Field

Value

Days Added / Removed

[+/- X calendar days]

Affected Activities

[List critical path activities impacted]

Revised Substantial Completion

[YYYY-MM-DD]

Concurrent Work Possible?

[Yes / No β€” explain]


Approval Chain

Step

Role

Name

Date

Status

1

Submitted by (Requestor)

[Name]

[Date]

[Submitted]

2

Reviewed by (PM / Superintendent)

[Name]

[Date]

[Pending]

3

Approved by (GC Principal)

[Name]

[Date]

[Pending]

4

Approved by (Architect)

[Name]

[Date]

[Pending]

5

Approved by (Owner)

[Name]

[Date]

[Pending]


Verification Checklist

Scope clearly defined and not duplicated in other COs

Cost breakdown includes all labor, material, equipment, and markup

Schedule impact reviewed with superintendent

Downstream trade impacts identified (see Cascading Impact page)

Supporting documents attached (drawings, specs, photos)

Insurance and bonding implications reviewed if CO exceeds threshold

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Manage change orders from request through approval with cascading impact analysis and a running CO log.

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Client Onboarding Hub

πŸ’‘

Use this hub as your single source of truth for every new client engagement. Complete the overview below, then work through each sub-page to ensure a smooth, professional onboarding experience.

Client Overview

Field

Details

Client Name

[Company Name]

Main Contact

[Name, Title, Email, Phone]

Account Manager

[Your team member]

Start Date

[YYYY-MM-DD]

Retainer Value

[$X,XXX / month]

Services

[SEO, Content, Paid Media, Social, etc.]

Communication Cadence

[Weekly calls, bi-weekly reports, monthly reviews]

Contract Length

[6 months / 12 months / ongoing]

Billing Cycle

[Monthly / Quarterly]

Primary Goal

[e.g., Increase qualified leads by 40% in 6 months]


Master Onboarding Checklist

Work through each item below. Check them off as you go β€” aim to complete all items within the first two weeks of engagement.

Send welcome email with onboarding packet and team introductions

Schedule kickoff call (all stakeholders from both sides)

Set up shared Slack channel or communication workspace

Collect brand assets (logos, fonts, color codes, style guide)

Configure tools access (analytics, ad platforms, CMS, social accounts)

Create client reporting dashboard with agreed-upon KPIs

Establish content/creative approval workflow and turnaround times

Document escalation paths and emergency contacts

Set up project management board with initial deliverables

Schedule recurring check-in meetings for the first 90 days

Conduct internal team briefing on client goals and sensitivities

Send first check-in summary within 48 hours of kickoff


Key Dates & Milestones

Milestone

Target Date

Owner

Status

Welcome email sent

[Date]

[Name]

Pending

Kickoff call completed

[Date]

[Name]

Pending

All access credentials received

[Date]

[Name]

Pending

Brand guidelines documented

[Date]

[Name]

Pending

Reporting dashboard live

[Date]

[Name]

Pending

First deliverable shipped

[Date]

[Name]

Pending

30-day check-in

[Date]

[Name]

Pending

90-day review

[Date]

[Name]

Pending

πŸ’œ

Pro tip: Share this hub (or a client-facing version) with your new client so they can see progress and know exactly what to expect during onboarding.

πŸš€Agency Client Onboarding Hub

A structured multi-page hub for onboarding new agency clients β€” from kickoff to 90-day success.

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