RFMS Mobile 2.5.38

RFMS Mobile*, the companion app to the RFMS Business Management Software, allows convenient access to customer quotes and orders from any location. This app liberates you from being tethered to your desk by enabling the creation of new quotes and orders using your mobile device. Gain real-time access to products, inventory quantities, and the ability to attach photos to quotes, orders, or line items.

RFMS Mobile seamlessly integrates with Measure Mobile to efficiently create or update Quotes, Orders, and BidPro Estimates from Measure projects.

The features of this app include:

• Customers:
  • Search for, view, and edit customer information
  • Communicate with customers via call, text, email, or navigation
• Order Entry:
  • Create RFMS quotes or orders
  • Search for existing quotes or orders
  • Edit existing quotes or export them to an order
  • Attach photos to line items or quotes/orders
  • View existing PDF attachments or include them in the Quote/Order document
  • Record payments on an order
  • Generate a PDF Quote, Order, or BidPro Estimate document for sharing purposes
• Point of Sale:
  • Create Point of Sale orders
  • Add items to existing orders for selling supplies to installer crews
  • Search available inventory
  • Place line items into Cut status
  • Create pick up documents or receipts with payments
  • Update Cut lines to Delivered status

*A subscription is required to utilize RFMS Mobile

#Permissions are needed from the Administrator for specific functionalities.