FOR SUBCONTRACTORS
CLEAR RESPONSIBILITY
Use focused project and coordination records so questions can be reviewed without rebuilding the context from messages and attachments.
Selected project context
Confirm the job, site, dates, responsible contacts, and the project record behind the question.
Assigned RFI details
Review the subject, assignee, due date, question, and current status before responding.
Recorded response
Keep the original request and final response together in the project Coordination area.
Partner and commercial context
Keep subcontractor and vendor records available to the project team for bid, purchasing, billing, and change reviews.
RFI RESPONSE FLOW
Use the same source record from first review through response and follow-up.
01
Open the assignment
Confirm the selected project, RFI subject, assignee, due date, and current status.
02
Check the source
Review the original question and the project information needed to respond accurately.
03
Respond
Record the response in the RFI so the project team can review it in context.
04
Confirm follow-through
Confirm the final status, responsible follow-up, and the project record affected by the answer.
REQUEST · FILLED RFI FORM

REQUEST → RESPONSE
FOLLOW-UP · RESPONSE KEPT WITH THE QUESTION

TRADE COORDINATION RECORD
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Give trade partners the project and RFI details needed to answer the question
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Connect RFI questions to the selected project
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Keep billing and communication attached to the partner record
BEFORE YOU RESPOND
01
Confirm the job
Verify the selected project, site, and responsible project contacts.
02
Read the source question
Review the RFI subject and original question before responding.
03
Confirm responsibility
Check the assignee, due date, and current status.
04
Record the response
Keep the response with the original request and return to the record for follow-up.
WHAT IMPROVES
The RFI remains useful after the response because its subject, project, owner, dates, question, answer, and status stay together.
Less searching
Keep current scope, files, and actions together.
Clearer ownership
Show responsibilities and required follow-up.
Better traceability
Preserve partner questions, records, and commercial context.
Connect project information, RFI records, and current financial headings.
Get Started
SUBCONTRACTOR FAQ