Punch Lists are a list of sub-tasks that technicians must complete as they install equipment. iPoint will verify that these punch list items are completed before allowing the technician to mark the primary task as done.
Punch lists are created here in settings and then applied to individual parts in the Items module.
When creating punch lists, it is best to create generic lists that can be assigned to a variety of equipment. For example, you might create a Flat Panel punch list that is used on any television. You would not create a separate punch list for a Samsung UN65RU73 and a different one for a Sony XBR65A8G. Keep in mind that punch lists are templates and can always be added on an individual installation-by-installation basis.
To view or edit an existing list, scroll through the Existing Punch Lists and click on the desired list. This will populate the bottom portion of the screen with each of the punch list items.
The blue New Punch List button starts the process of creating a new list.
- Enter a name for the list in the Punch List Name field.
- Type the first punch list item in the Punch List Item Description field.
- If you need another item on the list, click the grey New Punch List Item button, which adds a new field at the bottom of the existing list.
- Use the Sort Order field to organize the list in a numeric sequence.
- The Delete Item button will remove a specific punch list item.
- To delete the entire punch list, click the red Delete Punch List button in the top right corner of the screen. This will delete the list displayed on the screen at the time.
Pro Tip: Sometimes there is a list of tasks you want your technicians to do on every service call that is not necessarily associated with an item. For example, maybe you want to gather some specific system information to have on file for future reference. Go ahead and create the punch list here. Then create a non-inventory item called “System Documentation” and assign the punch list.
Now, when you add the item to a sales order or work order, it will appear on the task list with the associated tasks for your technician to check off.