Create RFI Tasks in Document Annotations

Overview

RFI tasks let you pin requests for information directly onto project documents and drawings, keeping questions tied to the exact location and context that triggered them.

Things to know

• Not all RFIs need to be associated with a file. You can also create them directly from the project's RFI screen in which case they will not be linked to a file.

• Documents attached to an RFI task are not stored in Document Management. They are stored separately.

• From the RFI screen, select View on file to jump back to the pinned location on the drawing.

• Deleting a pin unlinks it from the drawing. It does not delete the RFI record.

• If you do not have permission to view a file, following the drawing link from an RFI shows an access notification instead of the file.

• RFI task pins behave like comments. They stay visible on the drawing across annotation versions.

• RFIs are available in the ServiceTitan Field Mobile App. For more, see Open project document annotations from messages and RFIs in the ServiceTitan Field Mobile App.

Create an RFI task on a document

1. Open a project and go to the Documents section.

2. Click View all documents and folders.

3. For the file you want to annotate, click More > Annotate. more, see Use Annotation Tools in documents.

4. Click Tasks, then click the location on the document where the question applies.

5. A pin drops at that location and a task panel opens. In the task panel, fill in the RFI details:

   • Task subject: A short title that identifies the RFI.

   • Assigned To: The person responsible for answering the RFI.

   • Due Date: The date a response is needed.

   • Priority: How urgent the RFI is.

   • Schedule Impact: Whether the issue affects the project timeline.

   • Cost Impact: Whether the issue affects project costs.

   • Question: The detail you need answered.

6. (Optional) Click Upload Files to attach supporting documents.

   Note: Attached documents are not stored in Document Management.

7. Click Add RFI to save the task.

The new RFI task appears in the panel and is pinned to the document.

Link to an existing RFI task from a document

Open a project and go to the Documents section.

1. Click View all documents and folders.
   

2. For the file you want to annotate, click More > Annotate. For more, see Use annotation Tools in documents.

3. Select the Unpinned tab.
   

4. Find the RFI you want to place on the document and click Place Pin.

5. Click the location on the document where the question applies.

Find and filter RFI tasks on a document

1. Open the document and enter annotation mode.

2. Click RFI Tasks.

3. Use the search bar to search by keyword, or filter by status or priority.

4. Click Visit RFI Page.

You are redirected to the RFI section on the Project screen.

Edit an existing RFI record

1. From within the document's RFI Tasks panel, click the RFI task you want to open.

   Note: Alternatively, you can go to the project screen.

2. Click an RFI to open it.

3. Update any editable fields, such as cost impact or other details.

4. Update the RFI status as needed.

View an RFI on a document

When an RFI links to at least one pin, the RFI screen shows a link back to the drawing.

1. Open the RFI from the RFI section on the Project screen.

2. Select View on file.
   

The drawing opens in an annotation view and zooms in to the pinned location.

Manage RFI tasks

From the RFI screen, click Moreand select one of the following options:  

• Create Change Order

• Download PDF

• Archive

Want to learn more?

• Manage project media files and forms

• RFIs and Change Order Requests overview

• Use annotation tools in documents