Customize and Share the Installation Document – Measure Flooring

This article covers how to create and share the Installation Document used by your installers. This document consists of a Cover Page, a Room Plan, a Seam Plan, and a Cut Plan.

The installation document is found under the Installation Screen in Measure Mobile.
To view the document after customizing it tap the PDF View button in the toolbar of the Installation screen.

Formatting the Cover Page

Cover Page Example

(Click to Expand)

The cover page information includes:

Logo, Company Name, Company Address: These are set within ROS under the My Company section.
Date
Quote/Order Number
Salesperson Name
Bill To/Ship To: These are set under Project Information
Notes: These are general project notes and room notes. Line notes will not appear here. Checklist notes will appear on the checklist if included in the report. For more information see our Notes article.

How To:

1. To format the information tap on an item. When it is highlighted in blue it is selected.

2. Use the right side section to adjust font style and text size. You can also change the position of items, such as the logo.

Customizing the Document

Tip: At the bottom of every page in the document Bill To/Ship To Information, Quote/Order Number and the Date will always be displayed.

Presentation - The overall look and layout

Paper Size:: Choose a paper size. This effects all pages. Measure Mobile supports paper sized Letter, Legal, Ledger, A3, and A4. For other paper sized please use Measure Desktop.
Layout:: Choose either portrait or landscape page orientation. This effects all pages.

Content - Plans and Other Information

Show Usages:: On the Cover Page list which rooms the products are used in
Show Room Notes:: Rooms notes will be displayed in the note section at the bottom of the Cover Page
Show Style Number:: Show style number next to product name on Cover Page

Room/Seam/Cut plan:: Choose to include or exclude these plans from the document

Click Image to Expand

Show Cut Details:: Include the Detailed Cut Instructions plan in the document

Room Name Size:: Edit the size of the room names as the appear on the Room/Seam Plans
Cut Name Size:: Edit the size of the cut names as they appear on the Cut Plan
Dimension Size:: Edit the size of the displayed dimensions as they appear on all plans

Cut Plan Info:: Edit the size of the text for Cut Plan information

Scale:: Adjust the scale of the room and seam plans. (Scale to fit ensures that it fits all within the selected paper size.)

Show Transition Arrows:: Toggle the arrows that show which rooms the transition applies to. This effects Room and Seam Plans.
Show Room Area:: Display area of rooms in Room Plan

Show 3D View:: Include 3D Scene Plan in the document. The last viewing angle in the 3D Viewer is what will be displayed in this plan.

Show 3D Clipart:: If 3D clip art has been placed in the 3D scene it will be displayed in the 3D Scene Plan

Include checklist:: Include the Checklist in the document

Include Photos:: Include attached photos in the document

Photos

Select Photos:: Deselect photos from being included in the document
Photo Layout:: Choose the page layout of selected photos
Photo Quality:: Adjusting photo image quality will effect the size of the document. This setting is sticky.

For information about how to attach photos to a Measure project please see the article Measure Mobile Notes and Photo Attachments.

Sharing the Document

Attach to Quote or Order in RFMS

From the Customization/View Screen tap the Send icon , from the options that appear at the bottom of the screen select Attach installation document to...

Email

From the Customization/View Screen tap the Send icon , from the options that appear at the bottom of the screen select Email. The default email app on your device will be opened.