Once your project worksheet contains at least one line item and the project information screen includes the customer information, you can create a quote in RFMS.
| 1. From the worksheet screen select the launch icon and choose New export to RFMS. |  |
|
2. RFMS Mobile will open automatically and present you with a few options. Make the desired selections and then click Save. |
 |
|
3. Continue working in RFMS to Edit the quote, Export it to an Order, or Create a PDF. |
 |
|
5. Back in Measure Mobile, a quote number will now be associated with the project. Tip: The launch icon next to the quote number will open the actual quote in RFMS Mobile. |
 |
Comments
Article is closed for comments.