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AI agent for construction project managers

Warranty and Punch Turnover Agent

Log every walkthrough punch item and warranty claim, assign trades, verify repairs and confirm with the buyer

AdministrationAutomationReal estate and constructionOperations
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Warranty and Punch Turnover Agent: what goes in, what the agent does and what you get

What it does

Punch items and warranty claims get lost between the sales team and construction. The agent logs each item from a walkthrough by unit and room, checks the warranty terms to see who owns the fix, and assigns the right trade with a due date. It tracks completion with before and after photos, and then asks the buyer to confirm. If the buyer says the repair is not acceptable, it reopens the item and notifies the trade. It watches overdue items and tells the developer which units are at risk of a late handover. The developer approves exceptions, credits and any item declined as cosmetic. Edge case: the same crack appears in four units, so the agent flags it as a possible systemic issue.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN Walkthrough or claim logged 2 USES A TOOL Log items by unit, room and photo 3 DOES Check warranty terms and assign the right trade 4 USES A TOOL Track completion and collect after photos 5 CHECKS THE RESULT Does the after photo show the item fixed? If not: Return to the trade with the photo andreschedule. Back to step 2. 6 USES A TOOL Ask the buyer to confirm each repair 7 CHECKS THE RESULT Did the buyer accept the repair? If not: Reopen the item, note the reason and reschedule.Back to step 3. 8 DOES Group repeated defects across units and flagpatterns 9 YOU APPROVE Developer approves exceptions, credits and declineditems 10 RESULT Closed punch list per unit
Read the steps as a list
  1. Walkthrough or claim logged
  2. Log items by unit, room and photo
  3. Check warranty terms and assign the right trade
  4. Track completion and collect after photos
  5. Does the after photo show the item fixed?If not: Return to the trade with the photo and reschedule. Back to step 2.
  6. Ask the buyer to confirm each repair
  7. Did the buyer accept the repair?If not: Reopen the item, note the reason and reschedule. Back to step 3.
  8. Group repeated defects across units and flag patterns
  9. Developer approves exceptions, credits and declined itemsThe agent waits here for your OK.
  10. Closed punch list per unit

How it decides

An item is closed only after a photo and buyer confirmation; unaccepted items reopen automatically.

  • Assign by trade according to the warranty table
  • Flag a defect type that appears in three or more units
  • Remind trades 2 days before the due date
  • Reopen any item the buyer does not accept

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Warranty terms and periods
  • Reminder lead time (default 2 days)
  • Pattern threshold (default 3 units)
  • Buyer confirmation method

What keeps you in control

It always asks you first

  • Developer approves credits and exceptions
  • Developer approves declined claims

Hard limits

  • Never grant a credit without the developer
  • Never close an item without a confirmation or an approved exception

It stops when

  • Done: every item is closed with a buyer confirmation
  • Stop: a claim falls outside the warranty and the developer decides

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensUnit 12 had 31 punch items. The agent assigned them across six trades. The painter's after photo for the hallway showed a missed patch, so it went back to the trade. The buyer then declined the fix on the bathroom tile, and the item reopened. The same hairline crack appeared in four units, so the agent raised it as a pattern.

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