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General

What’s the difference between Users and Guests?

Users are the members of your internal team who can access your account from the back end and upload Projects. Guests, on the other hand, are additional collaborators who can view Projects and leave comments in Punchlist.

Does the Punchlist Project limit include projects that have been archived?

Nope! You can archive your Projects in Punchlist at any time and they will no longer be counted towards your plan’s project limit.

Does Punchlist support offline mode?

At this time, Punchlist does not support adding and saving feedback when you do not have an internet connection.

What's the difference between workspace integrations and project integrations?

A workspace integration is added on the workspace level. Only one person has to manage authentication details and everyone in the workspace has access to the integration.

Project integrations are specific to projects. All workspace integrations are available for projects but must be activated in the project settings. Each project can have different workspace integrations active at the same time.

What can guests see and do in Punchlist?

Once a guest has joined your project, they’ll be able to:

- Add feedback
- Leave comments on existing issues
- See a project’s existing issues in the list or kanban views

Once a user interacts with your project by leaving feedback or adding a reply, they will be able to:

- Assign comments
- @mention other users
- Update the project status

Guests will also receive emails from Punchlist when they’re assigned or mentioned in an issue.

Pricing

Can I upgrade between plans?

Yes, you can upgrade to another plan from any previous Punchlist plan. Our platform is built and ready to scale with your business.

How do I upgrade my plan?

Go to Billing under Manage Account then go to Subscription on the left-hand menu. You’ll see an option to purchase an upgraded plan there! Note: Only account owners can access billing and invoices.

What credit cards do you accept?

We accept Visa, MasterCard, AMEX (American Express), Discover, SEPA (Single Euro Payments Area), and BECS (Bulk Electronic Clearing System).

How do I add or remove a payment method?

 Go to Billing under Manage Account then go to Payment Method on the left-hand menu. You can edit or delete a payment method there! Note: only account owners can access billing and payment.

How do I access my account invoices?

Go to Billing under Manage Account then go to Invoices on the left-hand menu. Note: Only account owners can access billing and invoices.

How do I update my billing address or company details?
Do you offer discounts?

We offer a 10% discount on all annual memberships.

What is your refund policy?

You can cancel your membership at any time. We do not offer refunds.

What are your annual subscription terms?

Annual subscriptions are non-refundable and during the current subscription term, you cannot downgrade your account. However, you may upgrade your account at any time during the subscription term by paying the price difference between your current plan and the upgraded plan. You can reach out to support@punchlist.com to request cancellation to ensure that you are not charged for another annual term.

Will I get stuck in a contract?

Never. You can cancel your plan at any time with no cancellation fees.

Can I pause my account subscription?

You can cancel your subscription at any time with no additional fees. Therefore, a monthly plan is easy to “pause” and start back as needed.

How do I cancel my subscription?

Reach out to our client success team at support@punchlist.com.

What happens if my payment fails?

We will notify you after each failed payment attempt, providing an opportunity to update your payment method. If the payment issue persists after the second attempt, your account will be canceled.