Features
RFI
Request for Information (RFI) is a feature that enables Aimsio users to create and submit a formal document in anticipation of pending changes for an active Job or project.
Save time when creating RFIs
Using the simple RFI workflow, your team will be able to create RFIs quickly and easily.
Get RFIs approved quicker
Use Aimsio’s Client Portal to quickly send RFIs to customers for digital signatures.
Keep track of RFIs
Ensure your RFIs all follow the same format and easily track their statuses.
About RFI
Everything you need for RFIs
Your one-stop-shop for all RFI related services. Create new RFIs, download them as a PDF, or submit them using Aimsio’s Client Portal.
Quickly create and submit RFIs
Simply click “New RFI” within Aimsio to get the process started. You’ll be able to edit general information such as:
- Whether the change is project scope, schedule, cost, quality, or engineering related.
- RFI Title
- Date Created
- Date Submitted
- Office Status
- Client Status
Add additional information as needed
Add additional information to your RFI such as:
- Reference Information
- Detailed Description
- Recommended Resolution
- Client Response
External Approvals
Once an RFI is completed, it can then be downloaded as a PDF to be sent for external approval. Aimsio’s RFIs are also compatible with our Client Portal, meaning you can send your RFI for a digital signature to your customer all within Aimsio.
Find this feature in the following plans
- Aimsio Ultimate
Other Features
Explore some other features
Take a look at all of Aimsio’s features
Jobs
Create and manage projects in one, accessible hub. Track progress, store documents, and set up mobile users for success in the field.
Tickets
Track and bill field work with Field Tickets, LEMs, or Daily Tickets. Tickets can be connected with other features for ultimate efficiency.
Invoices
Convert field Tickets into Invoices or create standalone Invoices. Both Canadian and US tax rates are supported.
Client Portal
Send Tickets, Estimates, or Change Orders for electronic approval. Customize the logo, email subject, and message for a great impression.
T&M Estimates
Create and manage quotes for upcoming Jobs. Apply discounts, markups, or bundles and convert awarded Estimates into a Price Book.
Change Orders
Formalize, document, and track approval for changes to project scope, schedule or cost with detailed breakdowns for client approval.
Integrations
Unlock your full potential with integrations
Integrate your accounting, payroll, or ERP software with Aimsio to make your day-to-day data entry disappear.
Want to see this feature in action?
Get a personalized demo with us to learn more about how this and other features can evolve your field operations.