Our Knowledge Base contains the answers to more than 500 previously asked questions.
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Bid Manager
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Bills
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Calendar
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Change Orders
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Client Portal
- Articles coming soon
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Cost Codes
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Cost Items Database
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Crew Schedule
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Daily Logs
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Directory & Contacts
- Video: Directory
- Basics of Directory
- Directory
- Directory & Contacts
- Exporting Contacts from QuickBooks Online
- How do I add an employee?
- How do I Save my Excel File as a CSV?
- How do you delete a customer record?
- How to Convert a Lead to a Customer?
- Importing Contacts
- How do I check/uncheck items under employee privileges?
- How to make an employee a user?
- Adding Users (Licenses)
- Disabling an Employees or User’s Account
- Users and Employees
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Document Writer
- Video: Using the Document Writer
- Video: Creating Proposals with the Document Writer
- What is the purpose of the Document Writer?
- Are there templates that I can use for Document Writer?
- How do I create or edit a document?
- The formatting of my document is not correct
- Can I use the Document Writer as a means to get signatures, like a contract?
- How do I resend or download a generated/sent document?
- How do we create an Estimate proposal package?
- How do we create a lien waiver (or other agreement/contract)?
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Equipment Logs
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Estimates
- Video: Estimates
- Adding Estimate and Estimate Items
- Basics of Estimates
- How do you import an estimate to Schedule of Values?
- How to add a tax percentage to bids so it can automatically give the total with tax?
- How to create an estimate template?
- How to Create an Estimate?
- How to use an Estimate Template?
- Is it possible to create an estimate without a Project tied to it?
- Is there a way you can add our address on the left-hand side of the estimates?
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Expenses
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Files and Photos
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Forms & Checklists
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Getting Started
- Video: Getting Started
- Adding Users (Licenses)
- Adding, Editing & Assigning Roles
- Additional Information
- Assigned Projects & Default Project
- Disabling an Employees or User’s Account
- Exporting Contacts from QuickBooks Online
- Having trouble finding an item entered previously?
- How do I add an employee?
- How do I get help if I need it or report a bug?
- How do I setup what should show on the App Menu?
- How to Un-Archive an Item?
- How to use the "Quick Start" Method for Contractor Foreman
- Modifying / Editing and Saving Records
- Users and Employees
- Your Next Steps
- Zapier Integration
- Basics of Company Settings
- Show all articles ( 3 ) Collapse Articles
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Incidents
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Inspections
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Invoicing
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Leads
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Notes
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Opportunities
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Payments
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Permits
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Projects
- Video: Managing Projects
- Adding a Project
- Assigned Projects & Default Project
- Basics of Projects
- How can a Project be removed from the list view after being Completed?
- How do I add files to a Project?
- How do you import an estimate to Schedule of Values?
- How to add a New Note & Link it to a Project?
- How to add an item on the Schedule of Values?
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Punchlists
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Purchase Orders
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QuickBooks
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Reports
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RFI & Notices
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Safety Meetings
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Schedule
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Schedule of Values
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Service Tickets
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Settings
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Sub-Contracts
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Submittals
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Time Cards
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To-Do's
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Vehicle Logs
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Work Orders
Adding New RFI (Request for Information)
Request for Information
In Contractor Foreman, you can use the RFI for getting clarification regarding issues with such things as discrepancies between Plan and Specs or missing information or conflicting information. RFI’s are a way to track and record items that may have an impact on the project.
To create a new RFI, go to main menu and click on Correspondence and then in the sub menu, click RFI. Click the small “New” button to the right of RFI or click on the “Create a New RFI (Request for Information) in the middle pane, then fill out the following fields. Required Fields are marked with an Asterisk (*.)
Project: Select project from Drop Down menu.
Date and Time: Enter the date and time the RFI was created.
To: Select the blue “Select/View Contacts” button and select who you are sending the RFI to.
From: Select who is sending the RFI.
Item #: The system will auto generate and auto populate this field.
Information Requested: Enter a detailed description of what information is needed and why. The better this is written the better the response will be.
Referenced Area in Question: Where on project is the question arising. Example, Upstairs bath, Rooftop A/C Unit ductwork.
Plan Sheet Number. Enter the plan and sheet number is applicable where the question is arising from.
Response Needed by: Enter the date you need an answer to the RFI. This is not a required field but very important to fill this out if you will later need to show why delays occurred.
Response Received: Enter the date the RFI was answered. This is not a required field but very important to fill this out if you will later need to show why delays occurred.
Response: Enter the response you were given for the RFI.
Generated by: System will Auto Populate based on login information.
Status: Leave status as Active until RFI has been resolved. Once resolved completely set status to Archive.
Select Images/Files to Upload: Select the files or photos that pertain to the RFI. This could be a plan sheet or a photo from the job site or a material cut sheet. Load anything needed to provide backup information for the RFI.
View PDF and Email PDF Buttons: To view and save or print the PDF click “View PDF” to Email the RFI click “Email PDF.
To save record click on the “Submit” Button
To Edit the record, click on the green pencil icon in the upper right of screen.
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