Measure Mobile Cheat Sheet

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

Project_screen_overview_2.png

  1. Menu
  2. View calendar appointments
  3. Sync device to cloud
  4. Help
  5. Switch to another folder
  6. Filter view by project status
  7. Date range filter
  8. Search by customer name, project title, or quote/order number if available
  9. Assign project to property (Only for Property Manager users.)
  10. Change projects view
  11. Create a new project

Options when Project is Selected

project_options.png

  1. Select a project
  2. Delete the selected product
  3. Duplicate the selected project
  4. Move the selected project to another folder
  5. Archive the selected project

Project Card Notification Icons

project_card_example.png

multiple_sheets_icon.png 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.
available_blueprint_icon.png 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.
blueprint_downloaded_icon.png This icon pair indicates that the blueprint for this project has already been downloaded and is on the device.
crm_link_icon.png This icon indicates that the measure project is associated with an opportunity in CRM.
project_set_icon.png 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.)
need_to_sync_icon.png This icon indicates that the project has not been synced to the cloud.

Add Project Screen

add_project_rfms_user.png

  1. Search your RFMS customer  file for a customer record to pull it into the Measure Mobile project
  2. If you enter a new customer's info, select this checkbox to add them to the customer file
  3. Select this checkbox to create a new Sales Lead in CMM (only appears if CMM is active)
  4. Tap to view customer address in Google maps
  5. Tap to view Zillow website info on customer address
  6. Rename the project title
  7. Select desired template
  8. Select to start project in Drawing screen or Worksheet screen
Drawing Screen

Drawing Screen

drawing_screen.png

  1. Menu
  2. Return to Projects Home screen
  3. Drawing
  4. Products
  5. Checklists
  6. Worksheet
  7. Proposal
  8. Installation
  9. Project Information
  10. Project Settings
  11. Link to Support site
  12. Project sets
  13. On screen tool tips
  14. Multi select box
  15. Multi select transitions
  16. Toggle sidebar
  17. Add rooms, doors, stairs, text boxes, holes, and clipart 

Add Menu

add_menu.png

PlusIcon.png Tap plus icon to access add menu

  1. Line draw allows you to draw a room wall by wall
  2. Touch draw allows you to draw shape of a room and then apply dimensions to it
  3. Free draw allows you to draw a room by placing points on the drawing area
  4. Extend room allows you to add a new section to an existing room
  5. Quick room drops in predefined shape of room and can then be edited
  6. Add a square or rectangular hole to a selected room
  7. Add a circular hole to a selected room
  8. Add a transition to a selected room
  9. Add staircase
  10. Add text directly on your floorplan
  11. A measure line between 2 points on your drawing to calculate distance
  12. Turn the space between drawn rooms into a room
  13. Add from Library of 3D objects created and uploaded from Measure Desktop
  14. Add from 3D Clipart Library of common household furniture objects

With 1 Room Selected

drawing_single_select.png

  1. Boundary box used to select multiple rooms and objects
  2. Boundary box used to select transitions
  3. Edit selected room
  4. Rotate room
  5. Flip selected room(s) left/right
  6. Flip selected room(s) up/down
  7. Split a room into two areas/rooms
  8. Deleted selected room(s)
  9. Copy/duplicate selected room(s)
  10. Lock room
  11. View selected room in 3D
  12. Hide side bar
  13. Edit name of selected room
  14. Choose product for selected room(s)
  15. Edit lay direction of material in selected room(s)
  16. Assign room to a group

With Multiple Rooms Selected

drawing_multi_select.png

  1. Join selected rooms
  2. Punch out smaller area/room from larger area/room
  3. Align

Edit Mode

edit_room.png

  1. Tap on square to select wall to edit
  2. Use keypad to enter desired measurement and tap checkmark to confirm
  3. Increase/Decrease measurement by 1” (or snapping amount)
  4. Connect Leica Disto laser
  5. Add/subtract next measurement from
    previous measurement
  6. Toggle wall for 3D view
  7. Lay along side
  8. Add/Delete a point to selected wall
  9. Add curve to selected wall
  10. Move to previous/next wall
  11. Flip direction of red arrow
  12. Lock/unlock room
  13. Hide side bar
  14. Undo last action
Products Screen
products_screen.png
  1. Select product
  2. Edit selected product
  3. Delete selected product
  4. Duplicate selected product
  5. View selected product in RFMS Mobile
  6. Refresh pricing from database
  7. Add product to project
  8. Select color to change display color, check inventory or indicate sample taken
  9. Change product code

 

Checklist Screen
checklist_screen_2.png
  1. Select checklist item
  2. Select rooms checklist item applies to
  3. Select quantity for checklist item selected
  4. Enter notes and/or take pictures for checklist item selected
  5. Undo action
  6. Filter Checklist
  7. View checklist menu

 

Worksheet Screen
worksheet_screen.png
  1. Select line
  2. Change price for selected line(s)
  3. Select/deselect all lines
  4. Delete selected line(s)
  5. Duplicate selected line
  6. Fix the grand total
  7. Add line to worksheet
  8. Opens calculator
  9. Discount
  10. Refresh prices from RFMS
  11. Send to RFMS
  12. Drag line up or down to adjust order of lines
  13. Verify rooms for selected line
  14. Enter notes and/or take pictures for selected line

 

Proposal Screen
proposal_screen.png
  1. Adjust paper size of proposal document
  2. Adjust layout to portrait or landscape of proposal document
  3. Select content to display (checked shows content/unchecked hides content)
  4. Select which Terms and Conditions to add
  5. Preview proposal document
  6. Email, share, or send proposal document to RFMS
  7. Finalize project
  8. Accept payment

*Note – Best Practice for RFMS Users:  Use RFMS Mobile to generate a Quote or Order PDF and Post Payment

 

Installation Screen
installation_screen.png
  1. Adjust paper size of installation document
  2. Adjust layout to portrait or landscape of installation document
  3. Select content to display (checked shows content/unchecked hides content)
  4. Adjust font size on installation document of the 4 different fields
  5. Set scale of included drawing
  6. Select additional items to display on drawing
  7. Preview installation document
  8. Email, share or send installation document to RFMS

 

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