Answers and how-to help for running jobs in Punchlist.

Punchlist is a job management app built for Australian tradies and service businesses. It helps manage leads, quotes, bookings, jobs, invoices, and customer communication from one place.

Punchlist is designed for trades and field service businesses including electricians, plumbers, landscapers, builders, painters, cleaners, HVAC technicians, handymen, and maintenance companies.

Yes. Punchlist is designed for mobile work so you can manage jobs, send quotes, update job status, and access customer information while on-site.

Yes. You can use Punchlist from the web dashboard and the mobile app, so office staff and field team members can work from the same leads, quotes, bookings, invoices, payments, services, products, and company records.

Open Leads, choose New Lead, then add the customer name, email, phone, address, and notes. Punchlist keeps the lead in your follow-up queue so it can later become a quote, booking, invoice, or customer record.

Add each real enquiry as a lead in Punchlist with the customer details, address, notes, and next step, then turn qualified work into a quote, booking, invoice, or customer record. This keeps follow-up out of scattered messages and spreadsheets.

Create the quote from the lead or customer context, then add existing services and products, quantities, tax, discounts, payment terms, and notes. Punchlist keeps the enquiry details close to the quote so you do not need to retype the job from scratch.

Keep customers, leads, notes, quotes, bookings, invoices, and payments in Punchlist so the next action is tied to the customer record. This makes it easier to see whether a customer needs a quote, booking confirmation, invoice, payment follow-up, or updated details.

Yes. Punchlist helps you create, send, and track quotes in one place so you can follow up faster and keep every opportunity organised.

Open Quotes and create a new quote from a lead or customer, then add services and products, quantities, tax, discounts, payment terms, and notes. You can preview the customer document and export the quote as a PDF.

Items and Services are reusable products, labour, services, and rates that can be added to quotes and invoices. Keeping them in Punchlist helps quotes and invoices stay faster, more consistent, and easier to update.

After a quote is ready or accepted, open Bookings and schedule work from the quote so the customer, address, items, scope, and notes carry through. You can view bookings in calendar or list mode and keep pending, accepted, completed, and cancelled work organised.

Punchlist can suggest a team member for a booking based on the job and scheduling context. You stay in control and can accept the suggestion, reassign the booking, cancel it, or complete it as the work changes.

Create an invoice from quote context or job details, choose the items to invoice, set invoice and due dates, then preview and export the invoice as a PDF. You can record payments so paid amounts, balances, and outstanding invoices stay visible.

Yes. Punchlist supports quote and invoice preview screens so you can check the customer-facing document before sharing it. You can export PDFs and choose whether to show details such as payment instructions and company branding where available.

Save common services and products as catalogue items, then add them to quotes when needed. You can still adjust quantities, prices, tax, discounts, and notes for the specific job while keeping the starting point consistent.

Create bookings from accepted quote context so the customer, address, items, and notes carry into the schedule, then use booking statuses and assignments to keep work visible. Punchlist helps prevent overlapping bookings so one person or crew is not accidentally assigned to conflicting work.

Create an invoice from quote or booking context, choose the items or quantities to bill, set invoice and due dates, preview the PDF, and record payments as they arrive. Punchlist keeps quoted work, invoicing, and payment tracking connected.

Yes. You can assign work, track progress, and keep your team updated from a single dashboard.

Open Settings to manage team members, invitations, and company access. Depending on your plan, Punchlist can support larger teams and help assign or reassign bookings to the right employee.

Yes. Punchlist works for one-person businesses and growing teams that want to reduce admin, track work clearly, and present a more professional customer experience.

Punchlist helps small trade and service businesses send clearer quotes and invoices, show company details and logos on documents, keep bookings organised, track payments, and manage customer follow-up from web or mobile. That gives customers a more consistent experience from enquiry to payment.

Yes. Punchlist supports multi-company management, which is useful for tradies who operate more than one business entity, service line, or brand.

Open Company Settings to manage business details, payment display, payment instructions, and document presentation. Paid plans can include custom branding such as showing your company logo on quotes and other premium controls.

For many businesses, yes. Instead of managing work across spreadsheets, notes, text messages, and calendars, Punchlist keeps job information in one system.

Move the workflows that create the most retyping into Punchlist first: leads, customers, quotes, bookings, invoices, payments, services, products, and team activity. Each record stays connected to the job workflow instead of relying on one spreadsheet to track every update.

Punchlist has simple pricing with no hidden fees. Visit the pricing page for the latest plans and inclusions.

Yes. You can try Punchlist before committing and see how it fits your day-to-day workflow.

Yes. Open the quote, choose Add Items or edit an existing quote item, set the discount type to Percentage, then enter the discount percentage. The discount must be between 0 and 100.

Yes. Open the quote item editor, set the discount type to Fixed amount, then enter the discount value. The fixed discount cannot be negative and cannot be more than that line item's pre-discount subtotal.

Yes. Invoices support both Percentage and Fixed amount discounts on editable invoice items. Open the invoice, edit the invoice item, choose the discount type, and enter the discount value.

The discount input follows the selected discount type. Percentage discounts are treated as a percent from 0 to 100. Fixed amount discounts are treated as currency values and are capped at the line subtotal.

Yes. Quotes and invoices include a Hide discount column when no discounts are applied option. Turn it on in the quote or invoice details so exports stay cleaner when every line has a zero discount.

Yes. Turn off Hide discount column when no discounts are applied in the quote or invoice details. The exported document will keep the discount column visible even when every line is zero.

Yes. Open the quote item editor and enter item notes. Item notes appear under the line item and are carried through to invoice items when that quote item is invoiced.

Yes. Open the invoice item editor and enter notes. Notes can also be added when you add a catalog item directly to an invoice.

Yes. Open the quote, choose Add Items, expand New item, then enter the item name, price, unit, quantity, discount, notes, and whether the item is taxable. Saving adds it to the catalog and to the quote.

Yes. Open the quote, choose Add Items, search the catalog, select one or more items, adjust quantities or discounts where needed, then add the selected items to the quote.

If the same catalog item is added with the same price, tax setting, discount type, discount value, and notes, the app merges it by increasing the quantity. If any of those details differ, it creates a separate line item.

Yes. Open the quote and use Duplicate on the line item. The duplicate is inserted directly after the original and keeps the same item, quantity, discount, and notes.

Yes. Open the quote and use the drag handle, move up button, or move down button in the quote items table. The saved order is used in the preview and export.

Yes. Open the quote and use Remove on the line item. The item is removed from that quote only; the catalog item remains available.

Yes. Open the quote item editor and change the quantity. Quantity must be greater than zero.

Yes, through the underlying catalog item or when creating a new item from the quote. Tax is applied only to line items marked as taxable.

Yes. Open the quote details and fill in the Purchase Order field. It is saved with the quote and shown on document exports.

Yes. Add payment terms when creating a quote or from the quote detail editor. You can type custom terms or use quick-fill suggestions.

The create quote form includes Due on receipt, Net 15, Net 30, Net 60, 50% deposit, 50% on completion, and Payment on completion. The quote detail editor also includes quick-fill buttons for Net 30, Due on receipt, and 50/50 split.

Yes. Open the quote details and update the Valid until date. This affects the quote record and export.

Yes. Open the quote details and update the quote notes field. These notes are stored with the quote and can appear in the document preview/export.

Yes. Open the quote and choose Export. The export uses the same rendered preview, selected template, logo setting, payment-detail setting, and document options.

Yes. Open the quote and choose History. The audit panel shows tracked quote activity such as item changes, status changes, acceptance, reordering, and archiving.

Quotes can be set to Draft, Needs update, Awaiting reply, Awaiting partial payment, Awaiting full payment, and Completed.

Yes. Open the quote status menu, select the new status, and optionally add a note. The change is saved to the quote history and notifies relevant team members.

Yes. Marking a quote as accepted updates the quote and creates an audit entry. The app also notifies company members that the quote was accepted.

Yes. When paid payment records are added, the app refreshes quote financials. A fully paid quote moves to Completed, a partially paid quote moves to Awaiting partial payment, and an unpaid quote can move to Awaiting full payment.

Yes. Use the copy action for a quote. The copied quote keeps the source details and items, and can optionally be associated with another customer or source booking where supported.

Yes. Deleting a quote archives it rather than permanently removing its history.

Yes. A quote can be reassigned to another customer in the same company.

The built-in templates are Standard, Modern, Classic, Compact, Bold, and Savings.

Standard is the clean default layout currently used by the app.

Modern uses polished spacing and a stronger header.

Classic uses traditional business document styling.

Compact uses a denser layout for longer item lists.

Bold emphasizes high-contrast totals and section labels.

Savings highlights original prices and discounted totals, which is useful when discounts are part of the sales story.

Yes. Go to Company Settings and set the Default quote template. New quotes inherit that template unless you change the template on a specific quote.

Yes. Go to Company Settings and set the Default invoice template. New invoices inherit that template unless you change the template on a specific invoice.

Yes. Open the quote, choose the document template, and save the selection. Leave the company default option off if you only want to change that quote.

Yes. Open the invoice, choose the document template, and save the selection. Leave the company default option off if you only want to change that invoice.

Yes. When saving a template on a quote or invoice, enable Use this as the company default. The app saves the selected template as the default for future documents of that type.

Yes, on plans that include custom document templates. Custom templates are based on one of the built-in layouts and can store custom color settings.

Custom templates can store accent color, soft accent color, and hero background color. Colors must be valid hex colors, such as #1f6feb.

Custom template names must be between 1 and 80 characters.

Yes. Custom templates are saved with a document kind of quote, invoice, or both, depending on how they are created.

Yes, on plans that include custom branding. Upload a logo in Company Settings, then turn on Logo on quote from the quote document settings or company defaults.

Yes, on plans that include custom branding. Upload a logo in Company Settings, then turn on Logo on invoice from the invoice document settings or company defaults.

Yes. Company Settings and document detail pages have separate logo visibility toggles for quotes and invoices.

Yes. Owners or admins with branding access can remove the logo from Company Settings.

Yes. First add payment instructions in Company Settings, then enable Show payment details on quotes. The quote detail page also has a per-document toggle.

Yes. First add payment instructions in Company Settings, then enable Show payment details on invoices. The invoice detail page also has a per-document toggle.

Payment instructions must be filled in before the visibility toggles can be enabled. Add bank transfer, PayID, card, or other instructions in Company Settings first.

Yes. Add the company ABN in tax settings and enable Show company ABN on documents.

Yes. In Company Settings, enable the document visibility options for company email and phone.

Yes. Open the customer record and enable Show ABN, Show email, or Show phone under document visibility. These settings affect future quote and invoice exports for that customer.

Customers can be set to New, Contacted, Qualified, Proposal, Negotiation, Won, and Lost.

Yes. Use Import CSV on the Customers page. Required columns are name and email. Optional fields include phone, address, status, and other customer details where present.

Use new, contacted, qualified, proposal, negotiation, won, or lost.

Yes. The Customers page supports searching by name, email, or phone.

Yes. Use the status filter on the Customers page to show a specific customer status or all statuses.

Yes. Open the customer and choose Create Quote, or use the create quote action from the Customers list.

Yes. Open the customer details and add a note. Notes are stored with the author and timestamp.

The web workflow asks for a reason when updating status and requires a note before saving the status change.

Yes. The app includes address suggestions and geocoding support. When an address is selected or geocoded, latitude and longitude can be stored with the customer.

Yes. Leads created through external/public API ingestion can use an external ID so duplicate submissions can be detected for the company.

Items include name, description, price, unit, tax applicable, and default item settings.

The web form includes Hour, Day, Item, Unit, Service, and Each. You can also type another unit where the form allows text entry.

Yes. Enable Tax Applicable on the item. When that item is used in quotes or invoices, tax is calculated only for taxable line items.

Yes. Enable Default Item to make the item appear first in selection lists.

Yes. Use Import CSV on the Items page. Required columns are name, price, and unit.

Optional columns include description, tax_applicable, and is_default. Boolean values can be true or false, yes or no, or 1 or 0.

Yes. The Items page supports searching item names and descriptions.

Yes. Open the Items page and choose edit or delete for the item. Deleting a catalog item does not rewrite historical quote or invoice exports.

Bookings can be created for Quote visit, Work, Follow-up, Maintenance, or Other.

Bookings can be Unassigned, Manually assigned to an employee, or set to Auto-suggest employee.

Yes. Open the quote and choose the booking action. Pick assignment method, employee if needed, scheduled start, and duration.

Yes. Open the booking and create a quote from it. You can set quote date, valid-until date, notes, and payment terms.

Yes, on plans with payment tracking. A booking can be used as the source context for a direct invoice or an invoice connected to the booking's quote.

Bookings can be Pending, Accepted, Completed, or Cancelled. The calendar UI also labels bookings as scheduled or unscheduled based on whether they have a scheduled start time.

Yes. Use the unassigned or unscheduled workflow when you do not yet know the start time. Unscheduled bookings can later be placed on the calendar.

Yes. The suggested employee can accept a booking and confirm the scheduled start time.

Yes. Owners and admins can reassign bookings to another employee.

Yes. Bookings can be rescheduled from the calendar or booking details. The app checks for overlapping bookings.

Yes. Booking updates check for overlaps and reject a time slot that conflicts with another booking.

Yes. Completing a booking records completion and can return payment or invoice context where applicable.

Yes. You can cancel a booking unless it is already completed. A cancellation reason can be stored.

Recurring bookings support Daily, Weekly, and Monthly frequencies.

Yes. You can set an interval, such as every 1 week or every 2 weeks.

Yes. A recurring series can end on a date or after a set number of occurrences. Generated series are capped by the app's scheduling window.

Yes. Editing a single occurrence detaches that booking from the series so it can keep its own schedule or assignment.

Yes. Owners and admins can apply updates to future occurrences in a recurring series.

Invoices can be Draft, Issued, Partially Paid, Paid, Overpaid, Void, or Overdue.

Yes, on plans with payment tracking. Choose the quote, select which quote items to invoice, set quantities, invoice date, due date, notes, purchase order, and document options.

Yes, on plans with payment tracking. Create a direct invoice for a customer and add catalog line items directly.

Yes. When creating an invoice from a quote, select the line items you want to invoice. You can invoice all items or only selected items.

Yes. When selecting quote items for an invoice, set the invoice quantity up to the remaining available quantity.

Yes, if there is remaining quantity. The app tracks allocated quantities so you cannot invoice more than the available quantity.

Yes. Open the invoice and use Link item to add available quote items that still have remaining quantity.

Yes. Open the invoice and use Add catalog item. Choose the catalog item, quantity, discount type, discount value, and notes.

Yes. Open the invoice item editor and update the quantity. Quantity must be greater than zero and cannot exceed remaining available quote quantity when the item came from a quote.

Yes, if the invoice has more than one linked item. The app keeps at least one item on the invoice.

Yes, where the invoice shows Enable editing. This initializes editable invoice items from the quote items so item-level editing can be used.

Yes. Copying an invoice creates a new draft invoice with copied items, notes, purchase order, quote reference setting, discount-column setting, and template. The new invoice gets a new invoice number and fresh invoice/due dates.

There is no separate duplicate button for invoice items. To get the same result, add the catalog item again or copy the whole invoice if you need a new invoice with the same line items.

Invoice items keep the order they were created or linked in. If the invoice comes from a quote, set the order on the quote before creating the invoice.

Yes, on plans with payment tracking. Deleting an invoice also notes if linked payments existed.

Yes. Open the invoice editor and update the invoice date or due date. The due date must be on or after the invoice date.

Yes. Open the invoice editor and fill in the Purchase Order field.

Yes. Open the invoice editor and use Show quote reference.

Yes. Open the invoice and choose Export. The export uses the same preview, template, logo setting, payment-detail setting, and document options.

Payment records support Cash, Check, Bank transfer, Card, and Other.

Yes, on plans with payment tracking. Open the invoice or Payments page, choose Record payment, enter amount, date, method, reference, and notes, then save.

Yes, on plans with payment tracking. A payment can be linked to a quote even when there is no invoice.

Yes, on plans with payment tracking. Payments can be linked to a customer without a quote or invoice when needed.

Yes. Open the payment editor and update amount, date, method, reference, or notes.

Yes. Deleting a payment refreshes the related quote or invoice financial status.

The app recalculates invoice status from paid payment records. It becomes Paid when the balance is cleared, Partially Paid when some amount is paid, Overpaid when payments exceed the invoice total, and Overdue when unpaid after the due date.

Yes. The Payments page includes a CSV export for visible payment rows.

Yes. In Company Settings, set the tax percentage. The value must be between 0 and 100.

Yes. Enable the GST registered checkbox in Company Settings. GST-registered businesses must provide an ABN.

Yes. Enter the company ABN in tax settings. It must contain 11 digits.

The company tax rate is applied only to line items marked as taxable. Non-taxable items are excluded from the taxable subtotal.

Yes. In Company Settings, add bank transfer, BSB/account, PayID, card, or other payment instructions. These can be shown on quotes and invoices.

The recommended setup is to show payment details on invoices by default, and only show them on quotes if you actively collect deposits or upfront payments from quotes.

Yes. Add payment instructions, then enable Show payment details on invoices in Company Settings.

Yes. Add payment instructions, then enable Show payment details on quotes in Company Settings.

The app supports Owner, Admin, and Employee roles.

Owners and admins can invite team members, subject to the plan's team member limit.

Yes. Choose the target role when sending the invitation.

Yes. Invited users can accept or decline received invitations.

Yes. Owners and admins can cancel pending invitations.

Yes. Pending invitations can be resent.

Yes. Owners and admins can update member roles. Only owners can promote another user to owner, and users cannot change their own role.

Yes. A company member can be removed from the team management area.

Yes. The current owner can transfer ownership to another active team member.

Yes. Starter allows 1 team member, Professional allows 2, Premium allows 5, and Enterprise allows 200 based on the current seeded plans.

Yes. Go to Account Settings and update your name. The name must be at least 2 characters.

Yes. Enter the new email in Account Settings. The app sends a confirmation link to the new address before the change is completed.

Yes. Enter your current password, new password, and confirmation. New passwords must be at least 8 characters.

Yes. Account Settings lets you control in-app, push, and email delivery for each notification type.

Notification preferences are grouped into Bookings, Quotes, Leads/Customers, Team, Payments, Subscription, and Account.

You can control booking created, booking suggested, booking confirmed, booking accepted, booking completed, booking cancelled, booking reminder, booking rescheduled, and booking updated notifications.

You can control quote received, quote accepted, quote declined, quote expiring, quote updated, and quote follow-up notifications.

You can control new customer, customer assigned, customer updated, note added, customer status changed, and customer follow-up notifications.

You can control invitation received, invitation accepted, team member joined, and team member left notifications.

You can control payment received, payment failed, invoice sent, and invoice overdue notifications.

You can control subscription expiring, subscription renewed, subscription cancelled, trial expiring, and trial expired notifications.

You can control welcome message, password changed, email changed, and account security alert notifications.

Yes. Account privacy settings include a marketing communication preference.

Yes. Account privacy settings include an analytics and performance preference.

Yes. Account Settings includes a personal JSON export with profile, memberships, devices, notification preferences, notifications, and activity log data.

Yes. Owners and admins can export company data from Company Settings. The export includes company info, team members, customers, items, quotes, invoices, and payment records where applicable.

Yes. Account deletion can be requested from Account Settings. The app schedules deletion with a 30-day grace period.

Yes. If deletion is pending, you can cancel it during the 30-day grace period.

Yes, on plans that include API access. Owners and admins can create company API keys from Company API Access.

Open Company API Access. The page shows the REST endpoint, API base URL, and copy-paste examples.

The default agent/API key scope set includes leads:read, leads:write, bookings:read, bookings:write, quotes:read, and items:read.

No. The secret is shown when the key is created. After that, the app only shows key metadata such as name, prefix, scopes, creation date, and last-used date.

Yes. Open Company API Access and revoke the active key. Revoked keys can no longer be used.

Yes. Use the public lead endpoint with a company API key. Send customer name, email, phone, address, notes, source label, and external ID as needed.

Yes. The API access page includes safe tool guidance for agent workflows such as searching customers, creating customers, adding notes, updating status, listing bookings, updating booking status, listing quotes, and listing items.

The integration provider list includes Xero, MYOB, and QuickBooks. Availability depends on which providers are configured and approved for the company.

Owners and admins can manage integrations, and the company must be on a plan that includes custom integrations.

Yes. A company can request access to a provider. Access can be requested, approved, or revoked.

Integration sync settings include Customers, Items, Quotes, and Invoices.

If quote or invoice sync is enabled, customer and item sync are also enabled because quotes and invoices need their related customers and items.

The integration model contains payment as an internal entity type, but current user-facing sync jobs exclude payment sync. Invoice sync requires the plan's payment tracking feature.

Xero connections require a Sales account code, Taxable tax type, Non-taxable tax type, and Item code prefix.

Yes. Open the connected integration in Company Settings and choose manual sync. The app queues a sync job.

Yes. Recent integration jobs can be retried from Company Settings where retry is available.

Yes. Disconnecting removes stored access tokens and marks the connection as disconnected.

The seeded plans are Starter, Professional, Premium, and Enterprise.

Starter is free and includes up to 25 customers, 10 quotes per month, and 1 team member.

Professional is seeded at $19/month and includes up to 100 customers, 30 quotes per month, and 2 team members.

Premium is seeded at $29/month and includes up to 300 customers, 50 quotes per month, and 5 team members.

Enterprise is seeded at $99/month and includes up to 1000 customers, 500 quotes per month, and 200 team members.

Paid plans include custom branding, custom document templates, API access, and payment tracking. Analytics is enabled on Professional, Premium, and Enterprise in the current seeded plans.

Enterprise includes custom integrations, advanced reporting, and priority support in the current seeded plan configuration.

The app blocks creating more customers or quotes when the current plan limit is reached and shows an upgrade prompt.

The app blocks inviting or activating more team members beyond the plan limit and shows remaining slots on the team management page.

Yes. Starting, changing, cancelling, or reactivating a paid subscription is owner-only.

Yes. The owner can cancel the subscription. Depending on billing state, cancellation may be immediate or scheduled for the end of the billing period.

Yes. The owner can reactivate a subscription where reactivation is available.

An overdue subscription is not considered accessible for paid features until billing is restored.

Yes. The public generator can create a quote preview from form details such as company, client, tax, line items, payment terms, and notes.

Yes. Switch the public generator document type from quote to invoice.

The public generator supports Quote and Invoice.

The public generator uses the built-in templates: Standard, Modern, Classic, Compact, Bold, and Savings.

Yes. You can enter company name, email, phone, address, ABN, GST registration, tax rate, and payment instructions.

Yes. You can enter client name, email, phone, and address.

Yes. The public generator includes up to five line item rows, with description, quantity, unit price, and discount.

Public generator line-item discounts are percentage discounts. The logged-in app supports both percentage and fixed amount discounts.

Yes. Add payment instructions and keep Show payment details enabled.

For quotes, the default valid-until date is 30 days from the document date. For invoices, the default due date is 14 days from the invoice date.

Yes. The app has English and Polish localization coverage in the current codebase.

Yes. Language and regional formatting are separate. For example, the UI can be English while dates, numbers, currency, and tax terminology use another supported regional locale.

Yes. Australian-style GST wording is used when the regional locale indicates Australian tax terminology. Generic tax wording is used otherwise.