An RFI (request for information) is a question you ask in writing. The answer and the decision stay on the job record.
When to use one
- Clarifying unclear plans or specifications.
- Resolving conflicts between documents.
- Getting approval for a substitution.
- Recording a decision you got out loud.
Ask a question
Choose New RFI in a project's actions, in Quick Add, or in the command palette. Give it a subject and the question.
Set a category, a priority and a response due date. Attach photos when they help.
How the customer answers
A project RFI shows on the customer's portal project page, under Questions & Clarifications. The customer replies there and can attach photos.
Customers can also start a question of their own.
Keep track
The RFI list shows every thread. Filter by Open, Answered, Closed, Cancelled or Overdue, and export the list from the menu.
A project's Open Work card counts unanswered RFIs. Tap that row to open the RFI list for the project.
Unanswered RFIs can hold up a job. Set due dates and follow up on overdue ones.
Who has it
RFIs are on the Business plan and above.