Prepare the talk. Lead the crew. Keep the record.
Punch keeps the script, the crew who heard it, and the saved record together on the project — so a foreman can run the morning huddle without juggling a printout, a sign-in sheet, and a folder.
The talk, the sign-in sheet, and the record live in different places
A foreman pulls a topic from last year’s binder, reworks it the night before, and passes around a clipboard after the huddle. The script is in one place, the names are on paper, and the record ends up in a truck or a shared drive.
Punch keeps the talk attached to the job. Start from content your company already uses, get it reviewed, present it from the browser, confirm who was there, and keep what was actually delivered with the people who heard it.
Five steps from the library to the record
Each talk moves through clear states — ready, in progress, given — so a prepared script is never mistaken for a talk that happened.
- 01
Prepare
Start from reusable company-library content. Pick the project, start now or schedule it, and choose the presenter where you have access.
- 02
Review
Someone with review permission checks the content and marks it reviewed. Safety content is approved by people, not by Punch.
- 03
Present
Open Present talk and walk the crew through the script one readable section at a time, with Back and Next.
- 04
Confirm
Check off the crew or add guests. Attendance is what the facilitator confirms; signatures are optional.
- 05
Record
Finish the talk and it shows as Given, with the delivered script and saved roster on the project. Download the record as a PDF.
Where this sits in the flow
Toolbox Talks sit with the rest of the field record. The talk belongs to the project, next to the daily reports and tasks from the same job, so the people coordinating the work can find what was covered and who was there.
How work moves through this step
In to Punch
- Reviewed company-library content
- Project, presenter, and schedule
- Project crew and guests
Out from Punch
- Given talk on the project record
- Delivered script and saved roster
- Completed-record PDF
Connection: Talks open from Field → Toolbox Talks and from the project they belong to
Related reading
Daily Reports
See how the day on site becomes a field record on the same project.
Read moreProductTasks
A familiar task list connected to the job, the records, and the people on it.
Read moreHow it worksThe field-to-office loop
Follow how work on site moves into the records the office relies on.
Read moreSee 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.