Construction Punch List

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  1. Construction Punch List
  2. Use Proto with this system
Reference

Put an AI agent to work in Construction Punch List

Ask Proto to prepare site reviews and explain closeout exceptions.

Set it up

  1. Teach your agent ERP.AI

    Load the ERP.AI skill and paste the output into your agent. It explains how to read and update records in your workspace.

    curl -fsSL https://www.erp.ai/skill.md

  2. Give it a role

    Assign the agent its own user and one of the 6 roles. It gets exactly the access that role has, and no more.

  3. Check what it can reach

    Confirm which records, actions and connections the agent can use in your workspace before you point it at real data.

  4. Review its work and usage

    Check the drafts and changes it proposes, and watch its usage receipts as you give it more to do. Agent work uses prepaid credits.

What the agent can do

  • Project Manager: Show approved punch items still awaiting invoice follow-through by work package.
  • Site Superintendent: Group open findings by assigned team member and package for today's review.
  • Inspector: Bring submitted item details and attached site photos together for sign-off review.
  • Owner: List overdue or disputed payment records with their task and due date.

What stays with a person

  • The inspector checks the correction before submission, and the billing owner confirms task amount and collection evidence.
  • Proto can organize the records and prepare a review, but a person should confirm the site correction before submission and confirm collection before marking a payment Received.
  • Check the operation receipt when an attempted sign-off or invoice action fails.

The inspector checks the correction before submission, and the billing owner confirms task amount and collection evidence. Proto can organize the records and prepare a review, but a person should confirm the site correction before submission and confirm collection before marking a payment Received. Check the operation receipt when an attempted sign-off or invoice action fails.

Set up Construction Punch List your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started