Run your entire trade business from one place
Built for people who'd rather be on the job site than buried in paperwork.
Punchlist brings your CRM, bidding, scheduling, invoicing, and marketing into a single AI-native platform. AI writes and runs your marketing — automated drip campaigns that keep leads warm and past clients coming back — while clients get an automatic update at every step, from bid sent to job complete.
Bidding & Estimates
Turn a walkthrough into a professional bid in minutes, not hours.
Scheduling
Keep every job, crew, and client appointment on one calendar.
Client CRM
Track every lead and client conversation without losing the thread.
Invoicing
Send invoices, track payments, and get paid faster — no spreadsheets.
Built for how contractors actually work
Every screen is dense with the numbers you need and light on the clicks it takes to get there.
Every lead, one board
Track jobs from new lead to paid invoice without losing a thread. Drag cards between stages and see total pipeline value at a glance.
Bids that price themselves
Build line-item estimates fast, then let AI-suggested pricing flag when a bid’s margin is off from your recent jobs before you send it.
See every crew's week
Assign jobs to crews across the week and catch conflicts and weather risk before they cost you a day.
Get paid without the chase
See what's paid, pending, and overdue in one view, and send a new invoice straight from the job record.
Marketing that runs itself
Punchlist doesn't just track your pipeline — it grows it. Automated campaigns and AI-written outreach keep leads warm and past clients coming back, without you writing a single email.
Automated Drip Campaigns
Set it once. New leads, past clients, and seasonal follow-ups get the right message at the right time, automatically — no manual sends required.
AI-Written Outreach
AI drafts on-brand emails and texts tailored to the job type and client history. Send as-is or edit in seconds — no blank page to stare at.
Smart Segmentation
Contacts are automatically grouped by job type, season, and lifecycle stage, so every campaign reaches the right audience without manual list-building.
Every update, sent automatically
From bid sent to job complete, clients get automatic texts and emails at every milestone — no phone calls required. Every message lands in one thread tied to the job record, so nothing gets lost between the truck and the office.
Built for the office and the truck cab
Run bids, scheduling, and invoicing from a desktop in the office, then hand your crews a fast, field-ready app for the job site. Same job data, updated in real time, wherever your team is working.
Built for concrete and handyman crews
A narrow starting scope, on purpose — solo operators and small teams, not large construction companies.