Punch List / Deficiency List

Record outstanding corrective items, locations, priorities, responsible parties, due dates, status, and follow-up before project closeout.

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Preview of Punch List / Deficiency List

When to use and what to include

Track outstanding items after a walkthrough, then generate a punch-list PDF for project closeout. Give each item a location, description, priority, responsible party, due date, status, photo reference, and completion verification.

What to include

  • Project name, contract number, walkthrough date, and the names of all parties present during the punch list inspection.
  • Numbered list of each deficiency with its exact location (room, wall, floor, fixture), a description of the issue, and a photo reference number.
  • Priority or severity rating for each item (cosmetic, functional, safety) to help the crew address critical items first.
  • Assigned responsibility and target completion date for each item, noting whether it is your crew's work, a subcontractor's work, or a supplier warranty issue.
  • Sign-off column for each item to be initialed and dated when corrected, with a final section for the client to confirm all items are resolved.

Common questions

Can I update this Punch List / Deficiency List online as items are resolved?
Yes. Edit statuses, owners, and due dates in the guided form throughout final closeout.
Can I save this Punch List / Deficiency List and carry it across follow-up visits?
Yes. With an account, save and reopen it until all deficiencies are corrected and verified.
Can I generate a Punch List / Deficiency List PDF for the customer and project team?
Yes. Export a clean PDF to align crews, clients, and project managers on remaining work.
When should the punch list walkthrough happen?
After you believe all work is complete but before requesting the completion certificate. Do your own internal punch list first to minimize what the client finds.
How long do I have to complete punch list items?
Agree on a realistic due date during the walkthrough and record it beside each item, along with the responsible party and completion evidence required.
What should I review before using the completed Punch List / Deficiency List?
Review the parties, job or property details, dates, amounts, notes, and signatures entered in the Punch List / Deficiency List. Confirm that the PDF matches the underlying job or agreement and any legal, tax, technical, filing, or notice requirements that apply to the location.