Below are some "cheat sheets" you can use as a reference for the different buttons and actions to take on screens in Measure Mobile.
Note
To download the Complete PDF Handbook, click the download link at the bottom of the page.
Projects Home screen
Project Home Screen
- Menu
- View calendar appointments
- Sync device to cloud
- Help
- Switch to another folder
- Filter view by project status
- Date range filter
- Search by customer name, project title, or quote/order number if available
- Assign project to property (Only for Property Manager users.)
- Change projects view
- Create a new project
Options when Project is Selected
- Select a project
- Delete the selected product
- Duplicate the selected project
- Move the selected project to another folder
- Archive the selected project
Project Card Notification Icons
This icon appears when there are multiple sheets associated with a projects. Select this icon to select which sheet to open and start working on. | |
This icon pair indicates that there is a blueprint for this project that are available to download from the cloud. Tap on the icon to download the blueprint. | |
This icon pair indicates that the blueprint for this project has already been downloaded and is on the device. | |
This icon indicates that the measure project is associated with an opportunity in CRM. | |
The Project Set icon indicates that there are multiple project options in this project. Tap the icon to select which project option to open. (Note: You can also also switch between project options of the Set while the project is open.) | |
This icon indicates that the project has not been synced to the cloud. |
Add Project Screen
- Search your RFMS customer file for a customer record to pull it into the Measure Mobile project
- If you enter a new customer's info, select this checkbox to add them to the customer file
- Select this checkbox to create a new Sales Lead in CMM (only appears if CMM is active)
- Tap to view customer address in Google maps
- Tap to view Zillow website info on customer address
- Rename the project title
- Select desired template
- Select to start project in Drawing screen or Worksheet screen
Drawing Screen
Drawing Screen
- Menu
- Return to Projects Home screen
- Drawing
- Products
- Checklists
- Worksheet
- Proposal
- Installation
- Project Information
- Project Settings
- Link to Support site
- Project sets
- On screen tool tips
- Multi select box
- Multi select transitions
- Toggle sidebar
- Add rooms, doors, stairs, text boxes, holes, and clipart
Add Menu
Tap plus icon to access add menu
- Line draw allows you to draw a room wall by wall
- Touch draw allows you to draw shape of a room and then apply dimensions to it
- Free draw allows you to draw a room by placing points on the drawing area
- Extend room allows you to add a new section to an existing room
- Quick room drops in predefined shape of room and can then be edited
- Add a square or rectangular hole to a selected room
- Add a circular hole to a selected room
- Add a transition to a selected room
- Add staircase
- Add text directly on your floorplan
- A measure line between 2 points on your drawing to calculate distance
- Turn the space between drawn rooms into a room
- Add from Library of 3D objects created and uploaded from Measure Desktop
- Add from 3D Clipart Library of common household furniture objects
With 1 Room Selected
- Boundary box used to select multiple rooms and objects
- Boundary box used to select transitions
- Edit selected room
- Rotate room
- Flip selected room(s) left/right
- Flip selected room(s) up/down
- Split a room into two areas/rooms
- Deleted selected room(s)
- Copy/duplicate selected room(s)
- Lock room
- View selected room in 3D
- Hide side bar
- Edit name of selected room
- Choose product for selected room(s)
- Edit lay direction of material in selected room(s)
- Assign room to a group
With Multiple Rooms Selected
- Join selected rooms
- Punch out smaller area/room from larger area/room
- Align
Edit Mode
- Tap on square to select wall to edit
- Use keypad to enter desired measurement and tap checkmark to confirm
- Increase/Decrease measurement by 1” (or snapping amount)
- Connect Leica Disto laser
- Add/subtract next measurement from
previous measurement - Toggle wall for 3D view
- Lay along side
- Add/Delete a point to selected wall
- Add curve to selected wall
- Move to previous/next wall
- Flip direction of red arrow
- Lock/unlock room
- Hide side bar
- Undo last action
Products Screen
- Select product
- Edit selected product
- Delete selected product
- Duplicate selected product
- View selected product in RFMS Mobile
- Refresh pricing from database
- Add product to project
- Select color to change display color, check inventory or indicate sample taken
- Change product code
Checklist Screen
- Select checklist item
- Select rooms checklist item applies to
- Select quantity for checklist item selected
- Enter notes and/or take pictures for checklist item selected
- Undo action
- Filter Checklist
- View checklist menu
Worksheet Screen
- Select line
- Change price for selected line(s)
- Select/deselect all lines
- Delete selected line(s)
- Duplicate selected line
- Fix the grand total
- Add line to worksheet
- Opens calculator
- Discount
- Refresh prices from RFMS
- Send to RFMS
- Drag line up or down to adjust order of lines
- Verify rooms for selected line
- Enter notes and/or take pictures for selected line
Proposal Screen
- Adjust paper size of proposal document
- Adjust layout to portrait or landscape of proposal document
- Select content to display (checked shows content/unchecked hides content)
- Select which Terms and Conditions to add
- Preview proposal document
- Email, share, or send proposal document to RFMS
- Finalize project
- Accept payment
*Note – Best Practice for RFMS Users: Use RFMS Mobile to generate a Quote or Order PDF and Post Payment
Installation Screen
- Adjust paper size of installation document
- Adjust layout to portrait or landscape of installation document
- Select content to display (checked shows content/unchecked hides content)
- Adjust font size on installation document of the 4 different fields
- Set scale of included drawing
- Select additional items to display on drawing
- Preview installation document
- Email, share or send installation document to RFMS
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