Screenshots

Description

RFMS Mobile*, the companion app to the RFMS Business Management Software, provides access to your customers quotes and orders from anywhere! With RFMS Mobile you’re no longer chained to your desk. Use your mobile device to create new quotes and orders with real time access to products, inventory quantities and even attach photos to a quote, order or line item.

RFMS Mobile also works along with Measure Mobile to create/update Quotes, Orders and BidPro Estimates from Measure projects.

Features included in this app:

Customers

• Search for, view and edit# customer information
• Call, Text, Email or Navigate to your customer’s place of business or shipto location

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 the quote/order
• View existing PDF attachments or include them in the Quote/Order document
• Post payments to an Order
• Create a PDF Quote, Order or BidPro Estimate document to email, share or print for your customer

Point of Sale#

• Create a Point of Sale order
• Add to existing orders used to sell supplies to installer crews
• Search available inventory
• Place line items into Cut status
• Create a pick up document only
• or, Create a receipt and post payment
• Place Cut lines into Delivered status

* A subscription is required to use RFMS Mobile
# Allowed by Administrator Permission only

What’s New

Version 2.1

• New permission allows admins to disable the inventory search when adding a line to a quote or an order
• Supplier and Private Supplier values show when appropriate when adding a product to a quote or an order
• Paperless users can now select the document type for their attachments
• PO promise date for On Order lines can now be seen on Claims
• Price menu can now be seen when adding lines to a quote or an order from a phone

Ratings and Reviews

4.8 out of 5
4 Ratings

4 Ratings

Crashes 6s ,

Great tool for the trade!

I’m very happy with what this app brings to the table. Occasionally it crashes when looking up products and in order entry. It would be great if future updates include ability to access the sales reports module.

App Privacy

The developer, RFMS, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.

Data Linked to You

The following data may be collected and linked to your identity:

  • Contact Info
  • User Content
  • Search History
  • Identifiers
  • Usage Data
  • Diagnostics

Privacy practices may vary, for example, based on the features you use or your age. Learn More

Supports

  • Family Sharing

    With Family Sharing set up, up to six family members can use this app.

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