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Punchlist ManagerVerisk

Unify workflows for enhanced customer satisfaction. Turn data into actionable insights for quality and efficiency.

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Vendor

Verisk

Product details

Punchlist Manager: Homebuilder Warranty, Service, and QA Management

Say goodbye to complex warranty processes and hello to streamlined efficiency with Punchlist Manager. Simplify warranty management and easily track, resolve, and communicate warranty items so you can provide top-notch customer service.

The challenge of warranty and service management

Warranty and service management are critical for customer satisfaction. But without the right tools in place, it can also be a source of frustration and inefficiency, not to mention a barrier to business growth.

Simplify and automate your warranty, service, and quality assurance processes

Turn your warranty work into a competitive advantage by enhancing your communication with homeowners and trades, and more effectively managing open, closed, and pending requests.

Streamline workflows

Punchlist Manager integrates warranty, service, and quality assurance departments into a single, cohesive platform. This streamlines your workflow, allowing seamless communication, efficient task assignment, and faster resolution of issues.

Enhance customer satisfaction

Impress your customers with real-time updates, automated notifications, and a dedicated portal to keep them informed about the status of their warranty claims and service requests.

Optimize quality control

Make informed decisions based on your data. Identify trends, address recurring issues, and continuously improve your construction processes to deliver superior results.

Ensure accountability and data protection

Store, document, and access everything in one place.

Features and capabilities

Dashboard

Informative dashboards let you track new homeowner requests, vendor updates, open items, and warranty-covered homes—all in one swift glance.

List and item tracking

Monitor the status of each list and item. Easily update all open lists and items on a single, convenient page.

Automated tasks and emails

Keep yourself and your homeowners up to date throughout their warranty period. Create automated tasks to prompt you to reach out to your clients at crucial stages or schedule emails to send to them at specific times.

Vendor tracking

Add your default vendors to automatically select them when an item is logged for a specific category. You can rate them based on their efficiency in completing warranty items.

Correspondence tracking

Track every communication with your homeowners and vendors in one location—whether it’s a phone call, email or text message—along with name, date, and time stamp.

Document and photo management

Centralize all documents and photos for each home, and empower your team with easy access to blueprints, progress photos, item photos, color selections, completed inspections, manufacturer and warranty manuals, or other documents.

Punchlist/QA walk management

Create customized Punchlists/QA walks and schedule them as the home is completed so you can track any defects and create work orders during construction.

Reporting

Get the information you need from more than 65 standard reports. You can even schedule reports to be delivered to you on a regular basis.

Production, CRM, and accounting software integrations

Punchlist Manager can integrate with many major front-end production, CRM, and accounting packages, such as BuilderMT, Sales Simplicity, Sage 300 CRE, Sage 100C, Homefront, MarkSystems, Newstar and FAST.

Item and Gantt scheduling

Easily schedule all your items with Punchlist Manager. Create Gantt schedules on repairs that require dependent items to be completed.

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