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Posts covering best practices, trends, and insights.

Can RFI Tracking Be Easier for HVAC Companies?

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).

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RFI Tracking for HVAC Companies

It’s a common problem for engineers and project managers: the search for the right equipment to match a customer’s needs. Almost no problem is as challenging for energy professionals as engineering the right indoor climate system to provide maximum efficiency and energy savings. To make it even more challenging, the engineers/project managers must ensure that the HVAC specifications received match the proposed system size and output, among other things that must be matched.

As such, RFI tracking for HVAC companies is a crucial part of keeping vendors and manufacturers competitive. Without RFI tracking, most businesses would fall back on legacy methods like written data or spreadsheets, which can mean perpetuating a system of inaccurate and isolated information.

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