How to Export Measure Mobile Project to RFMS

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. 

Video Tutorial

 

1. From the worksheet screen select the launch icon and choose New export to RFMS.

launch_icon.png

  Tip: If this project has already been exported to RFMS you can choose to export new or update the existing quote

2. RFMS Mobile will open automatically and present you with a few options. Choose to export this project as a Quote, Order, or Estimate.

From here you can choose to open the quote or order for editing or to simply save.

New_quote_export_RFMS.png

  Note: If you are not currently logged in to RFMS, or you are logged into RFMS Mobile as a different user you may receive an error message.

3. Back in Measure mobile, you will be prompted to retrieve the document number from RFMS

retrieve_doc_number_from_rfms_mm.png

4. The quote, order, or estimate number will be displayed below the project total

quote_number.png

  Tip: The launch icon next to the document number will open the document in RFMS Mobile

 

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