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Business Management and Process Consulting Blog

Can RFI Tracking Be Easier for HVAC Companies?

Asyma Solutions Posted by Rob Greeno
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Posted on January 24, 2016 at 7:39 AM

Editor's Note: This post was originally published in April 2015 and has been updated for freshness, accuracy, and comprehensiveness.

HVAC companies face the unique challenge of managing construction projects while also juggling a service organization. While overwhelming at times, especially in an industry where the margin of error is slim to none, there are several things that HVAC companies can do to prepare to organize and deal with requests for information (RFIs).

RFI Procedures

Before you start handling RFIs, you should have standard procedures in place. For example:

Make RFIs a Team Effort

rfi trackingTo make RFI’s easier for everyone, stress how important it is that:

Reviewing RFIs

All applicable members of the project team should review RFI responses to ensure that they address the issue at hand and to determine if the resolution will impact the project budget or schedule. Once those questions have been answered, have the RFI reviewed again for completeness, relevance, and accuracy – then inform all project team members of the response. At that point, if the reviewed RFI meets project requirements, mark it as 'closed.'

RFIs can be complicated for an already busy business. Luckily, there is excellent RFI tracking software programs to help ease the burden. Choosing a good RFI tracking program is paramount to your company's success, so for more information, please contact Asyma Solutions today.

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Topics: HVAC, Inventory Control

Rob Greeno
Written by Rob Greeno

Rob Greeno graduated with a marketing diploma from Lethbridge Community College and a business management degree from Mayville State University. He has been with Asyma Solutions for over ten years. Rob meets with prospects to help them create the process needed to reach their biggest goals. He has a passion for providing businesses with systems and procedures that work the way they want and need. Rob’s goal is to catch the flaws before they have the potential to cause problems. When not working Rob likes hunting, skiing, camping, and spending lot's of time with his two sons.