When to use RFIs [Growth and Enterprise plans]

Requests for information (also known as RFIs) are a useful method to ask questions or clarifications to your customers. Whether you do residential or commercial work, it is a good practice to send an RFI to your customer when you feel you might want to have:

1. Written proof of a customer's answer, or
2. Evidence that you did ask a specific question or clarification.

During the request process, your RFl will go through the following states:

• Awaiting response, once your question is sent and the ball is in the customer’s court
• Expired, if the customer have not answered within the time you set (you can always extend the RFI’s deadline)
• Answered, when you received the customer’s reply

You will not be able to edit any of your requests, but you can delete the RFI and start over if necessary.

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