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Documentation Index

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RFI Manager is organized around organizations and projects. Before you can run any workflow — RFI tracking, QC analysis, cost matching, or anything else — you need an account, an organization to work within, and at least one project to scope your work to. This guide walks you through every step, from signing up to navigating your first workflow.

Before you begin

You need a valid email address to create an account. No credit card is required to get started.

Steps

1

Sign up for an account

Go to /auth/signup and fill in the registration form:
  • Full Name — Your name as it will appear to your teammates.
  • Email — The email address you’ll use to sign in.
  • Password — Must be at least 6 characters. Enter it twice to confirm.
Click Create account. RFI Manager sends a confirmation email to the address you provided.
Check your spam or junk folder if the confirmation email doesn’t arrive within a few minutes. You must click the confirmation link before you can sign in.
Once your email is confirmed, navigate to /auth/login and sign in with your credentials.
2

Name your organization

After your first sign-in, RFI Manager takes you to the onboarding flow. You’ll be asked to name your organization — this is the top-level workspace where your team collaborates on projects.Enter a name that reflects your company or team, such as Acme Construction, then click Create Organization.
Choose a name your teammates will recognize. You can update it later from Settings → Organization.
3

Invite team members

After your organization is created, RFI Manager prompts you to invite coworkers. Enter one or more email addresses separated by commas, then click Send Invites.
jane@acmeconstruction.com, bob@acmeconstruction.com
Each person receives an invitation email with a link to join your organization. If you’re not ready to invite anyone yet, click I’ll do this later — you can send invitations at any time from Settings → Team.
Invitees must create their own RFI Manager account before they can accept the invitation. If they already have an account, accepting the invite automatically adds them to your organization.
4

Create a project

Once you’re inside your organization, create your first project. From the sidebar or the Organizations page, click New Project and provide the project details:
  • Project name — A clear, recognizable name for the job.
  • Location — The project address or region.
  • Project type — The building type (e.g., commercial, residential).
  • Market sector — The market category that best fits the work.
Save the project to continue.
5

Select a project and open a workflow

All workflows in RFI Manager are scoped to a specific project. Use the project selector in the top bar to choose the project you just created.With your project selected, navigate to any workflow from the sidebar:

RFI Management

Track, manage, and respond to RFIs with AI-assisted drafts.

QC Analysis

Upload drawings and get automated quality control findings.

Cost Matching

Match BIM material takeoffs to real-world cost estimates.

Embodied Carbon

Calculate total embodied carbon using EPD data.
If no project is selected in the top bar, workflow pages will be empty or disabled. Always confirm your project is active before starting any analysis or import.

What’s next

Now that your organization and first project are set up, explore the workflows that fit your team’s day-to-day needs:
  • Connect your Gmail account to sync email-based RFIs automatically — see Gmail integration.
  • Learn how projects, organizations, and RFIs relate to each other in Core Concepts.
  • Manage your organization’s members and settings in Settings.