Draft the question
Capture the subject, drawing reference, spec section, due date, attachments, delay/cost flags, and who needs to answer.
Module Walkthrough
RFI Tracking
Use RFIs to ask a project question, attach backup, send it for review, track responses, generate the PDF, and close the record when the answer is official.
Product Proof
Screens tied to the workflow
Process
How the work moves through the module
Polish and distribute
Use Friday polish where useful, finalize the RFI, send it to the distribution list, and track the outgoing record.
Register the official answer
Record the response, keep attachments and PDF output with the RFI, then close or reopen the record as needed.
Module Surfaces
Where the work happens
Overview
Summary
Project facts, status, team signals, notes, activity, and the current state of the job.
Documents
Files
Project folders, uploads, downloads, previews, rename, move, delete, bulk copy, bulk move, and zip.
Drawings
Drawing logs, uploaded sets, sheet review, assignment, verification, history, set downloads, and source PDF access.
Specifications
Spec sets, divisions, sections, search, quick navigation, downloads, and version history.
Directives
Owner or design-team direction tracked against the project record.
Correspondence
Project communications kept with the job instead of buried in inboxes.
Management
RFIs
Question, attachments, distribution, response, PDF packet, close, reopen, resend, and public review.
Submittals
Vendor, revisions, files, compiled packet, review decisions, distribution, release, and import workflows.
RFPs
Project-scoped requests, recipients, planroom links, quote tracking, follow-up, and addendum notifications.
Meetings
Meeting records connected to the project.
Permits
Permit tracking, inline create/edit, detail records, and draft completion.
Inspections
Inspection records tied to permits, field status, and closeout needs.
Field
Daily Reports
Daily job record with subcontractor rows, files, autosave, Friday cleanup, finalization, and PDF.
Lookahead
Near-term work pulled from schedule windows and field planning.
Safety
Safety incidents and field safety records.
Deliveries
Delivery tracking for material and project logistics.
Toolbox Talks
Talk records and field documentation.
Punchlist
Open punch items and closeout corrections.
Manpower
Project manpower panel connected to labor planning.
Financials
Change Orders
Scope, pricing buckets, files, workflow decisions, packet generation, distribution, and public review.
T&M Tickets
Labor, materials, files, signatures, pricing, packet status, and revalidation.
Pay Applications
Owner pay application workbench and project billing continuity.
A/R
Receivable context and project payment visibility.
Receive Payment
Project payment entry from the work page.
Subcontractors
Subs, compliance, SOVs, pay requests, billing mode, certificates, and uploads.
Schedule
Schedule
Tasks, dependencies, responsible parties, baseline lock, CPM recompute, Gantt data, PDF export, and schedule health.
Lookahead
Short-window field planning from the schedule.
Closeout
Closeout Docs
Closeout document collection and completion tracking.
Operating Rhythm
How the workflow stays moving
Where it lives
- This module is part of the project work page, so records stay tied to the job, customer, team, files, schedule, and financial context.
- The project navigation is the customer clue: users do not hunt for this work in a separate app. They open the project and choose the correct tab.
What a contractor can do
- Create RFI drafts
- Use Friday polish for clearer questions
- Autosave and finalize
- Manage distribution lists
- Submit, distribute, close, reopen, resend, or claw back
- Register responses
- Generate PDFs
- Manage attachments
- Use public review and response links
Walk through RFI Tracking
We can walk through the module around the way your company actually handles the work.
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