Where Do My Notes Go?

RM Order Entry Notes

Internal Note

Where to enter:

• Tap the  button, then under the Header tab on the right-side-section of the screen scroll to the section labeled Internal Note

Viewable in:

• RFMS Core

Prepopulated by:

• Measure Desktop Private Notes located under Sheet Properties
• Measure Mobile Private Notes located under Project Information
• CRM Private notes

Custom Note

Where to Enter:

• Tap the button, then under the Header tab on the right-side-section of the screen scroll to the section labeled Custom Note

Viewable in:

• Any printable or customer facing document

Prepopulated by:

• Measure Desktop Sheet Notes located under Sheet Properties
• Measure Mobile Notes located under the Notes tab in the Drawing Screen

  Note:

  In order to access this note section there must be no rooms selected on the drawing screen

Special PO Cost Comment

Where to Enter:

• Tap the button, then select the line item you wan to adjust cost for. In the right-side-section of the screen scroll to the text box labeled Special PO Cost Comment

Viewable in:

• RFMS Core

Work Order Note

Where to Enter:

• Tap the button, then under the Header tab on the right-side-section of the screen scroll to the section labeled Work Order Note

Viewable in:

• Schedule Pro Work Ticket
• Mobile Work Orders
• RFMS Order Entry

Work Order Line Note

Where to Enter:

• Tap the button, check a line item, then under the Line tab on the right-side-section of the screen scroll to the button or . Enter notes in the section labeled Note.

Viewable in:

• RFMS Order Entry Work Order
• Schedule Pro Work Ticket
• Mobile Work Orders

Prepopulated by:

• Measure Desktop Room notes and Info
• Measure Mobile Room notes and Info

Line Note

Where to Enter:

• Tap the button, check a line item, then under the Line tab on the right-side-section of the screen scroll to the section labeled Note.

Viewable in:

• RFMS Order Entry
• Printed documents

Prepopulated by:

• Measure Desktop Line notes entered in the Worksheet
• Measure Mobile Line item notes entered in the Worksheet screen
• Measure Mobile checklist item note entered in Checklist screen

Internal Line Note

Where to Enter:

• Tap the button, check a line item, then under the Line tab on the right-side-section of the screen scroll to the section labeled Internal Note.

Viewable in:

• RFMS Order Entry
• Printed documents

Prepopulated by:

• Measure Mobile line item internal note entered in the Worksheet screen

Point of Sale Notes

Internal Note

Where to Enter:

• Tap the button, then on the right-side-section of the screen scroll to the section labeled Internal Note

Viewable in:

• RFMS Order Entry

Schedule Pro Notes

Work Order Notes

Where to Enter:

• Select the Work Order tab on the right-side-section of the screen. Scroll to the section labeled Work Order Notes

Note:

Time stamped notes have been added by the installer

Viewable in:

• Schedule Pro work tickets

Work Ticket Notes

Where to Enter:

• Select the Work Order tab in the right-side-section of the screen. Scroll to the section labeled Work Ticket Notes

Prepopulated by:

• Schedule Pro work tickets
• RFMS Order Entry

Work Order Line Notes

Where to Enter:

• Select a line, under the Line tab in the right-side-section scroll to the section labeled Work Order Line Notes

Viewable in:

• Work Ticket Line Notes