RFI can be used when, for example, a customer requests for some information about the job that is not part of the original scope. By using this functionality, you can create different requests for a Job which contains all related information asked by the customer.
Note: RFI is a feature available in Ascora web and not in mobile app.
You can access RFI (Request for Information) tab by accessing the Job Card then click RFI tab.
1. Choose the RFI Tab on the Job Card which is located next to Tasks tab.
2. Click the +New button to create a new RFI.
3. A new RFI card will display which allows you to create RFI for the customer queries about the job.
Enter the RFI Title, Query and all other relevant details (for example, Status, Cost Impact, Location, Specification, Response, Dates, etc).
4. To proceed, click Save button located on the upper right side of the screen.
5. Once the RFI is created with the desired information requested by the customer, you can Send Email or Download it from the RFI card.
6. The RFI’s will display under the RFI Tab on the Job Card. You can view and/or edit the RFI as required by clicking the View button next to the RFI and making the applicable changes. You can also filter the RFI’s by status.
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