How do I make a punch list?

If you don't know what a punch list is, read "What is a punch list?" before continuing. There are three parts to making a good punch list:

  1. Collect information about the homeowner, the lot, the service, and the closing agent
  2. Collect all tasks to be completed
  3. Assign these tasks to contractors who will complete the work

Collection information about the homeowner, the lot, the service, and the closing agent

You'll want to collect the following things about the homeowner:

  • Name (First and last name)
  • Telephone number (and a secondary number)
  • E-mail address

You need to collect the following information about the lot:

  • Address
  • The lot number
  • Name of the community of the lot
  • Close date

You need to collect the following information about the service:

  • The review date (when the closing agent and the homeowner check the home)
  • The review time
  • Service type (The closing agent will provide this)
  • Service date (when are the contractors going to work)

You need to collect the following information about the closing agent:

  • Name (First and last name)
  • Telephone number
  • E-mail address

Write these pieces of information at the top of your sheet.

Collect all tasks to be completed

This step is pretty straight forward. Go around the home and write down anything that needs to be looked at by contractors. This could be unfinished tasks or just things that are broken. Write down everything you see.

Assign these tasks to contractors who will complete the work

When you've got all issues written down, the closing agent will assign them to the proper contractor and will inform them about the tasks they have to complete at the home.

After you've done all of these items, you will have something that looks like the image below.

"Screenshot punch list"

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