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RFI (Request for Information)

RFI template for field teams: question, drawing and spec references, photos of the condition, proposed answer, and cost/schedule impact — routed as a PDF. Free to start.

19 fields across 3 pages ~10 min to complete Works offline

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Start a free trial, open it in the builder, and send it to a technician today. No card required.

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30 days free · no card · cancel yourself any time. No seat minimum.

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What happens when it's submitted

RFI (Request for Information), on a phone and as a PDF

On the technician's phone. All 3 screens, in order — tap to step through them. Photos, signatures and repeat rows are captured on the device, and it all works with no signal.
YOUR LOGORFI (Request for Information)Service ReportJOB #1042DATE10 Aug 2026CUSTOMERNorthside Prop…TECHNICIAND. ReyesINSPECTION DETAILSProjectNorthside Property Gr…RFI number—Date initiated10 Aug 2026Initiated byD. ReyesDirected toArchitectPHOTOS OF FIELD CONDITIONPhoto 1Photo 2Photo 3SIGN-OFFTechnician signature10 Aug 2026DateYour Company · (555) 010-4477 · yourcompany.comPage 1 of 1
The PDF your customer receives. Your logo and your layout, with repeat sections tabulated and photos laid out — emailed the moment it's submitted.

Both panels are drawn from this template's actual fields, so they change when the form does. Sample values shown; branding and layout are yours to change in the PDF designer.

What's on the form

All of this is customizable to your process. Delete the fields you don't need, add the ones you do — and every lookup is powered by your customer list and your own data.

1

RFI Header

  • ProjectRequiredcustomer lookup
  • RFI numberRequiredtext
  • Date initiatedRequireddate
  • Initiated byRequiredemployee lookup
  • Directed toRequireddropdown
  • Response neededRequireddropdown
  • Response due datedate
2

Question & References

  • SubjectRequiredtext
  • Question / clarification requestedRequiredtextarea
  • Drawing reference(s)text
  • Specification section(s)text
  • Location on site (grid line, level, room)Requiredtext
  • Photos of field conditionphoto
  • Marked-up drawing or sketchfile
3

Impact & Proposal

  • Contractor's proposed solutiontextarea
  • Potential cost impactRequireddropdown
  • Potential schedule impactRequireddropdown
  • Status of affected workRequireddropdown
  • Initiator signatureRequiredsignature

Use this template with your own crew

Start a free trial, open it in the builder, and send it to a technician today. No card required.

Start free trial →

30 days free · no card · cancel yourself any time. No seat minimum.

Would rather ask a person first? Email us — a human answers.