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Procore

Send Punch List Items (Android)

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Objective

To email a punch list item from your Android mobile device.

Things to Consider

  • Required User Permissions
    • 'Admin' permissions on the project's Punch List tool.
      Note: 'Read Only' level users cannot be assigned to a punch list list item.
  • Additional Information:
    • The punch list item must have already been created and saved before it can be sent.
    • You can choose to either have all punch list items emailed simultaneously to all assignees listed on each item, or you can choose to email individual punch list list items separately from one another.
    • Once an initial notification has been sent, selected Assignees will receive daily notifications of overdue items via email; email notifications will end after 45 days. 

Steps

Review and Send Punch List Items

  1. Navigate to the project's Punch List tool on your Android mobile device.
  2. Tap Ball in Court Items to view items that currently require your action.
    OR
    Tap All Items to view all punch items.
    Note: If there are punch items ready to be sent, there will be a yellow banner above the items.
  3. Tap Review.
    Note: All punch items that are able to be sent will be shown.
  4. If a punch item does not have an Assignee listed, a notice will be posted "Can't Send - Assignees Missing".
    1. Tap the item.
    2. Tap one or more users from the People, Companies, Groups, or Recents tabs to select assignee(s).
    3. Tap Done
      Note: The selected assignee(s) will automatically be added to the Assignees field on the punch item.
  5. Tap an item to select or deselect it, or tap Select All or Deselect All.
  6. Tap Send Items
    Note: The selected items will immediately be sent, and any items that were not selected will be able to be reviewed and sent through the banner again later.

Email Individual Punch List Items 

  1. Navigate to the project's Punch List tool on your Android mobile device.
  2. Tap the punch list item you want to email.
  3. Tap Email.
    email-punch-list-item-android.png
  4. Tap into the following fields to enter the appropriate information:
    • To: Add the user(s) who will receive the email.
    • CC: Add the user(s) you want to copy on the email. Note: As the creator of the email, you will be automatically CCed on the email.
    • BCC: Add any user(s) you want to blind carbon copy on the email.
    • Subject: The subject of the email is automatically populated with "FW: Item: [ #]: [title of item ]". You can edit the subject as necessary.
    • Optional Comments: Add any additional comments that will be visible on the email.
  5. Tap Send.

 

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