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Contractor Edition

Punch Walk

Record issues. Add the details. Share the next steps.

9 stepsUpdated September 2026Step-by-step customer guide

What you’ll learn

A Punch Walk brings outstanding issues, photos, and drawing references together in one project record. Use this guide to create the walk, document each item, and share a clear report.

  1. Customer / project
  2. Punch Walk
  3. Punch items
  4. Review
  5. Share

Before you begin

Sign in, select the correct workspace, and have a customer and project ready. Gather any photos and drawing snapshots you want to attach.

Punch Walk
The project record for the walk, its overall details, and its report.
Punch item
An individual issue with its own title, status, location, notes, and supporting images.

STEP 1 OF 9

Open Contractor Edition and choose the customer

Open Workspace → Contractor Edition. Find the customer and select Open. If the customer is missing, select + New Customer.

Need to set up a customer or project first? Follow the Site Visit setup steps.

Open Contractor Edition, then open the customer you are working with.
Open Contractor Edition, then open the customer you are working with.Select image to enlarge ↗

STEP 2 OF 9

Start a new Punch Walk

In the Customer Workspace, select + Punch Walk. This opens the new Punch Walk form.

Use + Punch Walk from the Customer Workspace.
Use + Punch Walk from the Customer Workspace.Select image to enlarge ↗

STEP 3 OF 9

Confirm the customer, project, and date

Check the Site and Project selections. The form uses “Site” for the customer location. Change the selection if needed, or use + New Project to create a project.

Choose the Punch Walk Date and Status. Start with Draft while you are still documenting the walk.

Select the Site and Project, then enter the date and status.
Select the Site and Project, then enter the date and status.Select image to enlarge ↗

STEP 4 OF 9

Add the walk details and create the record

Expand Additional Details to enter a title, who was present, notes, and concerns. These details are optional and can be edited later.

Select Create Punch Walk to save the record.

Additional Details includes a title, attendees, notes, and concerns.
Additional Details includes a title, attendees, notes, and concerns.Select image to enlarge ↗

STEP 5 OF 9

Add each issue as a punch item

In Punch Items, give the issue a clear Title. Select its Status and add the Plan Sheet, Plan Location Note, Notes, and Concerns that will help someone find and resolve it.

Select Add Punch Item. Repeat for each separate issue.

Describe the issue and its drawing reference, then select Add Punch Item.
Describe the issue and its drawing reference, then select Add Punch Item.Select image to enlarge ↗

Helpful tip Use a specific title, such as “Unfinished paint at Column B4,” so the issue is easy to identify in the report.

STEP 6 OF 9

Add photos and drawing snapshots

After creating a punch item, upload a photo of the defect and, when useful, a snapshot of the relevant drawing. Keep the image attached to the issue it describes.

Continue until all issues are recorded. Check that each item has enough location information for the person doing the correction.

STEP 7 OF 9

Check the PDF and update the walk status

Open the PDF report and review the item descriptions, images, and project information. Edit any details that need correction.

When the Punch Walk report is ready, edit the walk, choose the appropriate status, and save your changes. The example below shows Final. Individual punch items have their own statuses; review those separately as work progresses.

Review the overall Punch Walk status and save your changes.
Review the overall Punch Walk status and save your changes.Select image to enlarge ↗

STEP 8 OF 9

Choose access, expiration, and recipients

Open the sharing options. Set Expires In, then decide whether to enable Allow Images and Allow PDF.

To send the link by email, enable Email selected contacts and select the recipients from Project Contacts or the Address Book.

You can select an Address Book contact for this share without adding them to the project. Use Add to Project when you want the contact to appear with that project for future Site Visits and Punch Walks. See Manage contacts for more help.

Helpful tip Review every recipient and permission before creating the link.

STEP 9 OF 9

Create the share link and review the recipient view

Select Create Share Link. If you enabled email and selected contacts, the link is emailed to those recipients.

The confirmation offers Copy Link, Open Link, and Open PDF when available. Open the link to review what recipients can see and check the PDF if you enabled it.

Helpful tip Treat a share link as access to the report. Send it only to the intended recipients.

GOOD HABITS

Best practices

  • Record one issue per punch item so descriptions, images, and status stay together.
  • Use plan sheet and location references that another person can follow.
  • Review the PDF and the recipient view before relying on a shared report.
  • Choose an expiration and access options appropriate for the recipients.

QUICK ANSWERS

Common questions

Do I need a customer and project first?

Yes. Create or select a customer and project before saving the Punch Walk. The Site Visit guide covers customer and project setup.

Can I add more details after creating the walk?

Yes. Edit the Punch Walk to add or correct its title, attendees, notes, concerns, and status.

Does marking the walk Final close every issue?

The walk status and punch-item statuses are separate controls. Review each item’s status; do not assume changing the walk status resolves the individual issues.

Do contacts have to be added to the project before I email them?

No. You can select a contact from the Address Book for a share. Add them to the project when you want them associated with it for future use.

A recipient cannot open the report. What should I check?

Check the link expiration and the sharing options. If the link expired, create a new link with the intended access and send that link to the recipient.

FIELDNOVI SUPPORT

Still need help?

Email support@fieldnovi.com for questions or anything that is not working as expected.

Include these details

  • Your name and organization.
  • The workspace and any relevant record names.
  • What you were trying to do and what happened instead.
  • Any error message and a screenshot, when possible.
  • The approximate date and time the issue occurred.

Do not include passwords or payment card details.

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