WindoorERP Documentation 19.0

Log, assign, and rectify site installation snags and punch list items

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Captures customer and consultant punch list items (e.g. Handle Alignment, Sealant Smear, Weatherstrip Gap), routing rectification tasks to site foremen.

Before you start

  • Site inspection conducted with client or project consultant.

Steps

Installation snags queue list showing severity priority, assigned foremen, and resolution states

Snags kanban board organized by workflow: Open, In Progress, Verified, and Resolved

Snag item form with defect photos, root cause analysis, and customer sign-off capture

Important

Resolving snag items within 48 hours dramatically improves customer satisfaction and prevents project retention payment deductions.

  1. 01
    Open Installation › Installation Snags and click New.
  2. 02
    Select the Project, affected Installation Item, and defect category (Hardware Adjustment, Sealant Touch-up, Glass Replacement).
  3. 03
    Take and attach on-site tablet photos clearly showing the snag location.
  4. 04
    Assign a rectification technician and target closure deadline.
  5. 05
    Upon completion, capture resolution photos and obtain client digital sign-off to close the snag.

Common mistakes

  • Closing snag records without attaching photographic evidence of the completed repair.
  • Failing to notify project management when snags require re-ordering custom fabricated glass.

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