Five steps, and the fifth one is yours
Punchlist is built to be defensible at quote time. That means showing the work, including the parts of the work that are not finished.
You enter the project, not the customer
A ZIP code, the equipment, the property type and the occupancy. No customer name and no street address — Punchlist does not store them and does not need them to resolve territory.
Territory resolves to a set, not a name
Electric and gas are resolved independently, because they rarely share a boundary. Where more than one utility serves the ZIP, you get all of them plus an instruction to confirm on the customer's bill — not a coin flip dressed up as an answer.
Eligibility runs as rules, not prose
Each program carries explicit rules. A rule that fails removes the program. A rule the input cannot settle downgrades the result to "needs verification" instead of assuming the favourable reading.
Every figure carries its source
Program name, administrator, the document the number came from, the organisation that published it, and the date Punchlist last checked it. A figure without a source is not published at all.
You choose what goes in the quote
Only rebates, vouchers, point-of-sale discounts and tax credits can enter a total. A loan or a tax valuation is shown but cannot be summed, so a total never quietly includes something that is not money off the job.
What Punchlist will not do
- Invent an incentive amount to make a result look complete.
- Resolve a split ZIP to one utility because the interface wants one answer.
- Call a stale record verified.
- Show you a program in a state your account is not approved for.
- Claim that Punchlist decides whether a rebate is paid. The administrator does.