This article covers the steps for how to create a project in Measure Mobile. Whether you are a user of RFMS core software or not will determine some of the steps you take. Details about how to do so for each are included in the "How To" section of this article.
Video Tutorial
How To:
RFMS Users
- From the Project Screen select the blue plus icon
. - Select the new project icon
. To create a project using an RFMS Quote please see the article Create a New Project Using an RFMS Quote. - If the project is for a new customer, enter their name and address in the specified fields. Check the box for New Customer to add the customer to your RFMS database when the project is created.
- If the project is for an existing customer, enter their name in the specified fields and select Search Store For Customer. Select customer from the search list. All text fields will then automatically be filled with their information as it is in RFMS.
- If you are a CRM user you can select the checkbox for New Opportunity to create an opportunity card linked to this project for the customer in CRM.
- Enter a title for the project.
- Lastly, select a template, whether to start the project in the drawing screen or the worksheet, and then tap the Add Project button.
Note: Templates are maintained by your company's RFMS administrator through the RFMS Online Services web portal.
Measure Only Users
- From the Project Screen select the blue plus icon .
- Enter the customer name, address, and contact information in the specified fields.
- Enter a title for the project.
- Select a template.
Note: Templates are maintained by your company's RFMS Measure administrator through the RFMS Online Services web portal.
- Finally, choose whether to start the project from the drawing screen or the worksheet, then tap the Add Project button.
Comments
Article is closed for comments.