How To:

  1. From the Drawing screen select a room.
  2. Select the Notes tab on the right. This note will appear as a line item note.
  3. To make a project level note, tap outside of the drawing area while the Notes tab is selected. These notes will appear as a custom note on the quote or order in RFMS.


  • These notes also will appear in the proposal.
  • Room notes can appear optionally while Project notes will always be visible.
  • Project notes are editable from the proposal screen.
  • Room notes are only editable from the drawing screen.
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