A familiar task tool, built into the job.
Punch gives your team the task list they already know how to use — then connects every task to the project, report, file, and follow-up around it. Work stays centralized, coordinated, and moving.
A task list alone cannot carry the whole job
A superintendent spots a scope question on the walk. An email needs an answer. A field report surfaces work for someone else. In a separate task tool, each follow-up becomes another message to translate, remember, and chase.
Punch keeps the task familiar but puts it where the work already lives. The project and source record travel with it, so the person assigned can act with context instead of reconstructing the story.
One task system, coordinated with everything else
A field report can auto-assign a task. Punch can trigger the follow-up, keep the team in the loop, and close it out — all while the project records stay connected.
- 01
Create
A field report, email, Punch-raised flag, or teammate creates the task. Punch can create it automatically when the work is found.
- 02
Route
Punch links the project and source record, then auto-assigns the right person. Teammates can assign or reassign work, set priority, and tag people.
- 03
Coordinate
The team sees the same open-task view. Comment on the task, mention a teammate, and keep the report, file, or other linked record close at hand.
- 04
Close the loop
Punch can automatically trigger follow-ups, check on the work, and close out the task when the response is logged. The originating record stays current.
Where this sits in the flow
Tasks are the handoff layer between what happens on a job and the person responsible for moving it forward. They keep field updates, exceptions, and follow-up records connected.
How work moves through this step
In to Punch
- Spoken field updates
- Emails to or with Punch
- Punch-raised flags
- Tasks created manually
Out from Punch
- Shared open-task view
- Assignee notifications
- Completed tasks linked to their originating records
Connection: Tasks stay in the Punch project record and can notify assignees by email, push notification, or in the portal
See Punch work on your own workflow.
It's a working session, not a slide deck. Bring a real PO, an invoice, or a daily report. You'll use Punch on it live.