Field Requirements

1. You will receive an email invite to our Pro App as well as our direct deposit system, “bill.com.” You will also be provided your direct contact’s information (Field or Success Manager). Let us know if you have any trouble setting these up or did not receive these emails.

2. Work orders are delivered via email and will include a bid price, preferred scheduling date, and any important notes regarding access, timeline, etc. If you feel the bid price is not appropriate, please discuss it with your Field/Success Manager.

  • Reply directly to the work order email to accept/decline the job, and confirm your availability for scheduling. If any items on the work order are outside of your scope of work, let your Field/Success Manager know at that time. Other than items you excluded, accepting a work order makes you responsible for the timely completion of each item.
  • Review the work order and attached inspection report and gather necessary tools and materials before arrival.
  • The bid price provided in the dispatch email includes both labor and materials for the entire job. The bid price is paid in full upon completion of each job. *Please note, if items are removed from the work order after the job has been dispatched, the bid price will adjust accordingly. Your Field /Success Manager will communicate the new bid price before payment is made.
  • Please never walk the property or show up without approval from PunchList. We want to keep you safe and also be respectful of our clients’ property and privacy.

3. Upon arrival at the job site:

  • Always dress and act appropriately. Clean clothing, no holes, work boots, etc. No smoking, drugs, alcohol, weapons, firearms, or inappropriate and/or lewd commentary are allowed at any time while on site.
  • Always arrive on time as specified in your work order. If you are running late for any reason, contact your Field/Success Manager as soon as safely possible so that we can notify the client.
  • Always knock or ring the doorbell before starting any work. Identify yourself, that you are with PunchList, and ask if they have any questions about what repairs are being done. It is helpful to have the work order printed out for reference.
  • Evaluate items:
    • Any items listed in the “Evaluate” section should be assessed first upon arrival. Items listed in this section do not have a price allocated to them yet. We ask that you provide pictures, a description of recommended repairs/best solution, and corresponding pricing directly to your Field/Success Manager once evaluated.
    • Items in other sections with the word “Evaluate” in the item title have a price allocated to them for the time to evaluate plus minor repairs. If additional repair/cost is needed for an item, that would be considered a change order which would need to be reported/discussed with your Field/Success Manager.

4. Completing the repairs:

  • Review the entire work order upon arrival and confirm quantities for each item, and any need for change orders. If a repair is going to cost more than originally estimated, we must adjust pricing and approve changes with the client first. Contact your Field/Success Manager immediately to go over the pricing changes so we can obtain approval. PunchList will be in contact with the client and keep you updated on their response.
  • Make sure to read both the item title as well as the item description thoroughly prior to beginning a repair. If you are unsure about what repairs are needed for a specific item, contact your Field/Success Manager to discuss and come up with a plan.
  • Mark items as “Complete” and upload pictures and notes as you complete each repair. This allows your Field/Success Manager to keep track of the status of the project throughout the day.
  • NEVER discuss pricing or change orders with the customer. Always contact PunchList and we will relay your findings to the customer.
  • NEVER complete any repairs that are not on the repair list provided by PunchList unless otherwise discussed. Even if the client asks you to complete a minor repair that you can do at no charge, this must be reported to your Field/Success Manager prior to completing any work.

Safety while on site:

  • Keep your work area safe and as clean as possible throughout the day, and in compliance with OSHA guidelines. All tools must be put away, all messes cleaned up, and work brought to a stopping point by 5:00 pm. Always leave the job site in like kind (or better) condition as you found it.
  • Always be aware of any potential safety issues such as gas smell, structural emergency, pests/rodents, etc., and report these issues to your Field/Success Manager as soon as possible. Never begin work at a property where you feel unsafe or uncomfortable.
  • If a client is on-site and being aggressive/hostile, not allowing you to properly get the work accomplished, or incorrectly telling you how to complete repairs, please remain calm, remove yourself from the site, and contact your Field/Success Manager immediately. We will contact the client to discuss.

5. Upon work completion:

  • Always secure the property when you leave; make sure to lock the doors, return the key to the lockbox, make sure the space is tidy and clean, turn all lights off, etc. and notify anyone present at the property that you are leaving.
  • PunchList requires pictures to be taken and notes logged of EACH AND EVERY completed repair. The pictures/comments are to be uploaded through the PunchList app. If the app is not cooperating for some reason, contact your Field/Success Manager for alternative options. You will not receive payment until ALL pictures and notes are provided.
  • Notify your Field/Success Manager once a job has all notes and pictures entered and is marked “Complete.” We will process for payment as quickly as possible.
  • Payment schedule: For jobs fully completed (with notes and pictures uploaded for every item) prior to 3PM EST on Tuesdays, you will receive payment that Friday. Jobs completed after Tuesday at 3PM will be paid out the Friday of the following week. If the total payout amount for that week is over $5,000, payment will be delayed by two business days due to bank processing.

6. Other important things to keep in mind:

  • PunchList handles all communication with agents and clients. Never give your direct number to agents or clients unless otherwise specified by PunchList. Direct them to call the office with all pricing and invoice questions or concerns.
  • Never circumvent the PunchList system by offering your contact information and/or services directly to a customer for future work. There are times we may refer a customer to you for work that is outside of our scope, but we will notify you prior to that referral.
  • The number of jobs we send to you is dependent on the quality of work and adherence to the above standards. Failure to follow directions as outlined above will result in less job opportunities or removal from our contractor network.
  • NEVER discuss price, billing, or collect payments from clients or agents. The client will be provided a final invoice from PunchList after work is completed, at which time they can remit payment to us.
  • Majority of the jobs we complete are during the contract to close period of real estate transactions, meaning time is of the essence and we are often dealing with tight deadlines. Please try to not to schedule a job to be “worked in” around others over the course of several days. We want to get in and out as quickly and efficiently as possible within 1-2 days or as the scope of work allows.
  • Know who you are talking with while on site. There are multiple parties involved in a real estate transaction and information is often sensitive. DO NOT communicate with anyone other than the current homeowner unless given permission to do otherwise.
  • If you have a team working with or under you, you are responsible for their actions while on site, as well as passing along these requirements to them prior to completing any job.
  • You must maintain insurance coverage. In the event a situation arises that requires insurance coverage, you are expected to utilize your own insurance policy/coverage or pay out of pocket for damages.
  • As all of our work carries a one-year warranty, should your work be recalled, you are responsible for returning and correcting the repairs as necessary at no additional charge.
  • Use your best judgment and professional opinion when it comes to performing repairs. If you are unsure of a repair process on an item, please contact your Field/Success Manager for clarification.

7. Miscellaneous:

  • You are an independent contractor and not an employee of PunchList. You do not receive vacation pay, sick leave, retirement benefits, social security, worker’s compensation, health or disability benefits, unemployment insurance benefits, or employee benefits of any kind. You are solely responsible for the payment of all income, social security, employment-related, or other taxes incurred as a result of the performance of your work under this agreement, and for all obligations, reports, and timely notifications relating to those taxes. We have no obligation to pay or withhold any sums for those taxes. You have the sole right to control and direct the means, details, manner, and method by which the repairs will be performed.
  • You are responsible for the work you accept. You represent and warrant that you have the expertise, experience, capability and specialized knowledge to perform the services in a good and workmanlike manner and in accordance with all accepted standards of the industry. You will perform all services in good faith, promptly, with due diligence. You will maintain and use all tools and equipment in accordance with manufacturer’s specifications and recommendations and good engineering and operational practices. You will indemnify PunchList from all damages, liabilities, expenses, claims, or judgments that Punchlist may incur and that arise from the repairs you accept or your violation of any obligation or representations made in these Field Requirements.

With respect to Subcontractor’s work, the Subcontractor agrees to be bound to Contractor by each and all of the terms and conditions of the Prime Contract and assume toward Contractor all duties and obligations that Contractor assumes toward Owner. This Subcontract and the terms and conditions of the Prime Contract are intended to supplement and complement each other and shall, where possible be interpreted as such. In the event of any conflict between the terms of this Subcontract and the Prime Contract, the Prime Contract shall govern (or the provision imposing a greater duty on the Subcontractor shall govern).