How to Create an RFMS Quote From Measure Mobile

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. launch_icon.png

2. RFMS Mobile will open automatically and present you with a few options.

Make the desired selections and then click Save.

New_quote_export_RFMS.png

3. Continue working in RFMS to Edit the quote, Export it to an Order, or Create a PDF.

quote_screen.png

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.

quote_number.png

 

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