How to keep track of open RFIs and submittals on a job
The agent tracks every open RFI and submittal, chases the overdue ones, and tells your PM which ones are holding up the schedule.
- Reach it by
- Slack or Teams
- Web
- Who can use it
- Project managers, project engineers and your subs
- Works in
- Procore or your project management system · Outlook or Gmail · Your project schedule · Slack or Teams
The problem
A job has dozens of open RFIs and submittals at once. Each one has a due date, a reviewer and a sub waiting on the answer. The PM keeps it all in a log and a full inbox.
One late shop drawing approval can hold up a steel order with a twelve-week lead time. Nobody notices until the crew has nothing to install.
What your agent does
- RFIs and submittals in your log
- Your agent watches every due dateWho has the ball and how many days it's been
- Polite follow-ups to the reviewerArchitect, engineer or sub, on the schedule you set
- Checks the scheduleWhich activities and orders depend on the answer
- A weekly list for your PMWhat's late, who has it, and what it's holding up
What you get
- Every open RFI and submittal with an owner and a date
- Overdue items followed up without the PM writing each email
- Early warning when an answer is about to hold up work
Who approves what
Routine reminders go out on the schedule your PM sets. Anything new, such as a reworded question or an escalation to the owner, the agent drafts and your PM approves before it's sent.
Common questions
- Will it annoy the architect with constant emails?
- No. You set how often and how firmly it follows up, and who it can contact. Many teams start with one reminder at the due date and a second a few days later, with the PM copied.
- Can it answer RFIs?
- No. Answers come from the design team. The agent can draft an RFI for your PM from a super's question and photos, but the question and the answer stay with the people responsible for them.
More for construction
No waiver, no payment
Before a sub gets paid, the agent collects the lien waiver and current COI, checks the amounts, and won't mark the payment ready until both are right.
Monthly pay applications
The agent turns field progress and your schedule of values into the figures and backup for your monthly G702/G703 pay app, ready for your review.
Daily logs from the field
Your super sends a voice note and photos. The agent writes the daily log, and flags and dates every delay for time-extension requests later.
Warranty callbacks
A homeowner calls about a problem. The agent finds the job and the responsible sub, sends it with photos, books the visit and confirms it's fixed.
What job would you hand to an agent?
Book a free 15-minute call. Tell us the job that eats your week and we'll tell you how an agent would handle it and what it would cost.