Sarah Swinney
Articles
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Notes, Attachments, & Tracking in Order Entry
Order Entry includes tools for recording communication, storing supporting documents, and viewing activity history across Quotes, Orders, and Claims. These tools help maintain a complete record of ...
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Notes, Attachments, & Tracking in Order Entry
Order Entry includes tools for recording communication, storing supporting documents, and viewing activity history across Quotes, Orders, and Claims. These tools help maintain a complete record of ...
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Managing Samples on Quotes
Use this guide to create, track, and return material samples on a quote. Samples are managed only within quotes and should be checked in before the quote is exported to an order.Checking Out Sample...
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Line Information Reference (Quotes, Orders, & Claims)
The Line Information section displays item-level details for all transactions entered in Quotes, Customer Orders, and Claims. Each line represents a product or service being estimated, sold, or adj...
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Adding and Managing Line Items on a Quote
Line items define the individual products, services, or charges that make up a quote. Each line contributes to the total estimate and can later be exported to a customer order.This article explain...
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Export or Append Quotes to Customer Orders
Exporting a quote creates a Customer Order based on the quote’s information. This allows you to move from the estimating phase to an active order with linked job, billing, and scheduling data.Use E...
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Cost Information Reference (Quotes, Order, & Claims)
The Cost Information section displays the financial totals for Quotes, Orders, and Claims. These fields summarize values from material, service, and miscellaneous line items, along with applicable ...
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Share or Print a Quote
Use the print and share options to create a customer copy of a quote. You can print it on paper, save it as a PDF, or email it to the customer. The options in this article control both how the quot...
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Header Information Reference (Quotes, Order, & Claims)
The Header section contains identifying and classification details for a Quote, Customer Order, or Claim. Most fields appear across all record types, though some are unique to specific workflows (f...
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Configuring Tax Settings
This article explains how to set up tax methods, rates, and exemptions in RFMS. It covers where tax settings are managed, how to configure city and store tax rules, how to manage exempt customers a...