RFMS Mobile Release Notes

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RFMS Mobile 2.3.27 was released on Monday, April 25th, 2022 to the Microsoft Store, Apple App Store, and Google Play Store.

 

Version 2.3.27 contains bug fixes meant for California clients impacted by CARE

 


 

RFMS Mobile 2.3.22 was released on Monday, March 28th, 2022 to the Microsoft Store, Apple App Store, and Google Play Store.

Improvements:

  • Unit Price can now be locked on quote/order lines
  • Quotes can be exported multiple times
  • PDF customization options are now saved for each user

Bug Fixes:

  • Samples can be checked in
  • Point of Sale no longer voids payments
  • Line totals are no longer incorrectly locked
  • Hiding a line will no longer change the line group total in PDF

 


 

 

RFMS Mobile 2.2.26 was released on Wednesday, December 22nd, 2021 to the Microsoft and Apple Store.

New Features:

  • New "Append to Order" button allows you to add the lines from a quote to an existing order
  • PO information can be viewed for On Order lines using the "View PO" button
  • Photos can now be attached to Inventory records

Improvements:

  • List of crews for a Field Supervisor can now be edited
  • Point of Sale screen now allows credit card payments if using RFMS Credit Card Services
  • Service notes are automatically copied to the line when "Import Service Notes" system option set to yes
  • Customize PDF now has the option to "Show Payments"
  • Entry Type and Transaction Date now shows in product detail screen

Bug Fixes:

  • Inventory with no backing product record can now be added to a line
  • "Copy to Clipboard" button in the Share link 

 


 

RFMS Mobile 2.1.22 was released on Wednesday, December 15th, 2021 to the Microsoft and Apple Store.

This version was a minor release to address the improper handling of Load Percent on Order lines.

 


 

RFMS Mobile 2.1.19 was released on Wednesday, August 25, 2021 to the Microsoft Store, Apple Store, and Google Play Store.

Please see the following release notes of changes this version includes:

Improvements:

  • Color/Description are now included under line pictures on the PDF
  • Inventory information is better displayed when adding a line to a quote or an order
  • Credit card device names are now displayed when connected
  • Attachments can now be added to Mobile Work Order jobs for claims
  • Postal Code can now be added when saving a token on a card present transaction
  • Installers can always see their own attachments (Regardless of permissions)
  • PO promise date for On Order lines can now be seen on Claims
  • Work ticket notes can now be included in PDF
  • Supplier and Private Supplier values show when appropriate when adding a product to a quote or an order

New Features:

  • New permission allows admins to disable the inventory search when adding a line to a quote or an order
  • Paperless users can now select the document type for their attachments

Bug Fixes:

  • Price menu can now be seen when adding lines to a quote or an order from a phone
  • Visual fix to Schedule Pro screen when many crews are selected on tablet/desktop
  • Sold To/Ship To information formatted properly when customizing PDFs

 

*To find out more about RFMS Credit Card Services, please visit this link to our Credit Card Service webpage: https://www.rfms.com/solutions/credit-card-services/

 


 

RFMS Mobile 2.0.32 was released on Wednesday, June 23, 2021 to the Microsoft Store, Apple Store, and Google Play Store.

Please see the following release notes of changes this version includes:

New Features:

  • Ability to process credit cards in-app when signed up for RFMS Credit Card Services*
    • Save Credit Card tokens for future use by customer
    • Send a payment link to customers that allows them to pay from anywhere
  • New product search screen allows you to search both products and inventory records when adding a line to a quote/order
  • Service notes can now be copied into line notes using "Append Service Notes" button on quotes/orders
  • Search and view claims - users can add notes or attachments to the claim
  • Post payments directly from the order screen with new taskbar icon

Improvements:

  • Dashboard and order search screens now display the balance due on orders
  • New "broken chain-link" indicator for easier identification of unreferenced lines
  • Customer name and phone number can now be edited
  • Product search screen updated to include additional information
  • PDF now includes estimated delivery date, measure date, and all payments applied to order

Bug Fixes:

  • Ability to click the dot next to product color text has been fixed
  • Discount amount is now displayed on orders

Known Issues:

  • Certain mobile devices are unable to see the three dot icon in the top right corner of the screen to view the sidebar menu. In these cases, turning the phone to a landscape view will likely allow the user to see the three dot icon. We are preparing a follow up release shortly to address this issue. Thank you for your patience. 

 

*To find out more about RFMS Credit Card Services, please visit this link to our Credit Card Service webpage: https://www.rfms.com/solutions/credit-card-services/

 


 

RFMS Mobile 1.11.32 was released on Friday, April 2, 2021 to the Microsoft Store, Apple Store, and Google Play Store.

This version was meant to address an issue where a user would delete an unreferenced line from an order/quote, but the application would not let them save the order/quote due to an error message stating "Item Number Required for Unreferenced Item Line."

Users can now delete any unreferenced line and be able to save the order without this error message blocking them.

 


 

RFMS Mobile 1.11.31 was released on Tuesday, March 16, 2021 to the Microsoft Store, Apple Store, and Google Play Store.

This patch release included the following bug fixes:

  • Improvement to the handling of saving orders/quotes when the service is down
  • Terms and Conditions with HTML are properly loading during PDF creation
  • Line Group labels are appearing correctly in the PDF customization screen
  • Order lines are maintaining the correct sequence when Line Groups are used in a PDF
  • Length field is no longer displaying incorrectly for items in Point of Sale
  • Line breaks are now properly handled for notes on the PDF

 


 

RFMS Mobile 1.11.30 was released on Wednesday, November 25, 2020 to the Microsoft Store, Apple Store, and the Google Play Store. This release contains the same bug fixes but rolls back changes made to the Quote/Order screen in version 1.11.29. Thus the known issue identified below no longer applies to this version. 

We sincerely apologize for the inconvenience this may have caused you and appreciate all of the feedback we received this week to restore the original behavior. 


 

RFMS Mobile 1.11.29 was released on Sunday, November 22, 2020 to the Microsoft Store, Apple Store, and the Google Play Store. This release contained several important bug fixes and some changes to the Quote/Order screen.

Bug Fixes:

  • Installers were unable to access Mobile Work Orders

  • Measure Desktop users were unable to export to RFMS Online

Improvements:

  • Users can now navigate to any other screen in RFMS Mobile from within the Quote/Order screen. 

Known Issues:

  • This update of RFMS Mobile included a change to the top toolbar that many users have found to be frustrating. The "Create PDF" and "Export" options no longer appear in their prominent location along the toolbar. These features are now available via the Quote or Order menu option in the upper left corner. An upcoming update will further refine this and restore some functionality to the toolbar. We apologize for the inconvenience in the meantime.

See below for the current functionality:

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RFMS Mobile 1.11.25 was released on Tuesday, November 10, 2020 to the Microsoft Store, Apple Store, and the Google Play Store.

Improvements:

  • Entering decimal feet now converts to feet-and-inches

  • Users now have the ability to enter a Work Order Line for Service-type line items

  • Added Internal Note field to line items

  • New orders, quotes, or customers can now be created from the dashboard

  • iOS names attached photos with "Photo" and timestamp of when it was attached

  • Bundles now available for services

  • Users now have the ability to share or print attachments

  • Redesigned Customer page provides a cleaner look for customer information

Bug Fixes:

  • Installer schedule will now adjust to display jobs according to time zones

  • Inactive bundled products are no longer shown

  • Duplicating quote/order no longer risks original attachments from being deleted

  • Quantity rounded as RFMS expects when entering a quantity or a length for a roll product

  • Quantity changes made before cut or reserve should now work correctly

  • Customers and documents referencing inactive customer types now show those customer types when viewed and edited

  • User can now download and view large PDF attachments

Mobile Work Orders:

  • The Work Order screen now displays a map icon and a phone icon. These allow you to pull up the customer address in a map or call the customer directly

  • Balance Due is displayed in shared PDF documents

 

*For Warehouse Beta Testers:

(If you would like to beta test the new warehouse feature, please reach out via email to appsbeta@rfms.com. Once this is completed, please follow this LINK to activate Warehouse for your devices)

New Feature & Improvements:

  • Warehouse Receive now allows the user to search by PO number

  • New "Choose Location" dialog used by Warehouse Receive and Warehouse Move allows editing preset locations

  • Private style and color shown in warehouse receiving

  • Store name now shown when receiving

  • Store code now shown when receiving
  • Lines grouped by supplier when viewing a purchase order that contains material from more than one supplier

  • Multiple stores can be selected when receiving

  • User have the ability to scan for the bill of lading

  • Supplier grouping is now the default grouping method in the receiving screen

  • PO lines now grouped by PO number

  • Users now have the ability to return to the scan screen directly after receiving from a scan

  • Added ability to manually enter a barcode when scanning a barcode is not possible

Bug Fixes:

  • Three digit store codes now show correctly

  • Adjusted units of measure when receiving roll goods

  • Roll width read-only in receiving

Known Issues:

  • When receiving a special order PO:*
    1. The "satisfies PO" checkbox will not satisfy PO in Core if the quantity received is less than the quantity ordered.^
      1. The remaining amount will be left as an open PO in the receiving app on RFMS mobile. 
      2. The open PO will stay in your Inventory screen in Core with the remaining amount. The roll/item # in Inventory will change for received amount, but the remaining will stay as an "open PO".

*This issue does not affect normal stock PO's as it is handled differently in Core. 

 

 


 

RFMS Mobile 1.10.7 was released on Monday, June 22, 2020 to the Apple App, Microsoft, and Google Play Stores.

Bug Fixes:

  • Fixed a bug that could occur when accepting credit card payments (MOE-1116)

 


 

RFMS Mobile 1.10.5 was released on Tuesday, June 16, 2020 to the Apple App, Microsoft, and Google Play Stores.

Bug Fixes:

  • Resolved issue with generating PDF's containing images (MOE-974)

 


 

RFMS Mobile 1.10 was released on Monday, June 1, 2020 to the Apple App, Microsoft, and Google Play Stores.

Improvements

  • Inventory can now be searched by scanning a barcode (MOE-840)
  • Very early work on warehouse feature (MCM-1014)
  • Product and Inventory search results are now displayed in rows so that the entire style name can be viewed (MOE-1069, MOE-1070)
  • Improved error message when export to order fails (MCM-1047)
  • Option to check all Products that belong to a Product Template or Bundle (MOE-290)
  • Job Number now included on documents (MOE-992)
  • (Windows) Added ability to save PDF to the device

Bug Fixes

  • Not all Line Group subtotals were being displayed when creating a PDF (MOE-1077)

 


 

RFMS Mobile 1.9.30 has been released on Wednesday, March 4, 2020 to the Apple App Store and on Monday, March 9, 2020 to the Google Play Store.

Click here for a list of upcoming enhancements to our Apps!

Bug Fixes

  • Fixed bug that caused PDF attachments to display incorrectly

 


 

The following is a list of bug fixes included in RFMS Mobile 1.9.29, released on February 28, 2020.

Improvements

  • When exporting, users may now choose to edit the document prior to saving it
  • When exporting, product style and color names are updated to match the current values in RFMS

Bug Fixes

  • Inventory can be Assigned (Reserved or Cut) if RFMS System Options allow it
  • Photos are now aligned properly when label text is lengthy
  • Installers only see installation attachments unless authorized to see all attachments
  • Custom sort order is now retained when creating a new document from Measure export

 


 

The following is a list of bug fixes included in RFMS Mobile 1.9.18, released on September 23, 2019.

Bug Fixes

  • Fixed bug with Installer schedule view (MOE-934)
  • Updating an existing quote now retains fixed line attribute from Measure Mobile (MOE-931)

 


 

The following is a list of improvements and bug fixes included in RFMS Mobile 1.9.10, released on Wednesday, September 11, 2019 to the Apple App Store, Google Play Store, Microsoft Store and app.rfms.online (RFMS Online).

Improvements

  • Allow "Show Line Groups" when "Show Lines" is not checked
  • Allow "Show Amount" when "Show Line Groups" is checked but not "Show Lines"
  • Using the "Refresh Settings" button on the Account dialog also forces fresh parameters from RFMS
  • Installer schedule respects Skip Saturday and Skip Sunday setting - dependent on RFMS 19.0
  • Commission split set to 50/50 when second salesperson added to existing document, or back to 100% if second salesperson is removed

Bug Fixes

  • Toolbar commands disabled during load or save of Quote, Order, or PoS ticket

 


 

The following is a list of new features, improvements, and bug fixes included in RFMS Mobile 1.9.7, released on Wednesday, July 31, 2019 to the Apple App Store, Google Play Store, Microsoft Store and app.rfms.online (RFMS Online).

Improvements

  • Clear selection when switching between Crew and Depot
  • County supported when exporting from Measure Mobile
  • Show fixed line status in view mode if set on the line
  • Correct terms used for Total label

Bug Fixes

  • Combining work order lines causes the extra lines to be sent to RFMS with a delete action
  • Attaching a photo to a new Quote or Order now works correctly (iOS only)

 

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The following is a list of new features, improvements, and bug fixes included in RFMS Mobile 1.9, released on Wednesday, July 3, 2019 to the Apple App Store, Google Play Store, Microsoft Store and app.rfms.online (RFMS Online).

 

New Features

  • Schedule Pro and Mobile Work Orders
    • View installer's scheduled jobs in monthly, weekly, and daily calendar
    • View schedule of jobs for multiple crews in monthly, weekly, and daily calendar
    • View schedule of jobs in a Gannt-like timeline
    • Support for new "Field Supervisor" guest users
  • Allow selection of multiple Terms and Conditions
  • Support for custom user roles
  • New feature allows either ship-to or sold-to address of existing customer to be used as the ship-to for the order

Improvements

  • Schedule Pro and Mobile Work Orders
    • Installers and supervisors can now see documents named "Measure Desktop Report"
    • Allow installers and supervisors to view all attachments by permission
    • Work order shows icon to indicate line items has attachments
    • Enforce viewable days before/after for Installer and Field Supervisor
    • Show schedule by depot
    • Optionally show area names, notes, and/or line notes on Schedule Pro work order
    • Optionally group Schedule Pro work order by line groups
  • Create Customer permission
  • Exports can now be appended to existing BidPro estimates
  • New "Requested" In-transit status is displayed for lines that have it
  • Show Room Areas option in Quote/Order Create PDF screen

Bug Fixes

  • Unreferenced lines on existing orders are never allowed to be GenPO
  • Samsung Android devices can now more easily activate Mobile Work Orders
  • Create PDF preserves checked line items

 

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The following is a list of improvements and bug fixes included in RFMS Mobile 1.8.11, released on Wednesday, May 22, 2019 to the Apple App Store, Google Play Store, Microsoft Store and app.rfms.online (RFMS Online).

Improvements

  • Saving Point of Sale ticket is faster (MOE-714)
  • When viewing a Schedule Pro order, improved appearance of lines with only one work order line 
  • Allow Point of Sale ticket to be edited/discarded when inventory items cannot be cut (MOE-795)
  • Removed Gross Cost, Freight, and Load from Inventory page (MOE-841)

Bug Fixes

  • Touching the file drop area should allow file selection on iOS (MOE-842)
  • Get GP button now hidden from BidPro Estimate (MOE-798)
  • Lines should remain hidden after payment (MOE-829)

 

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The following is a list of improvements and bug fixes included in RFMS Mobile 1.8.3, released on Friday, March 1, 2019 to the Apple App Store, Google Play Store, Microsoft Store and app.rfms.online (RFMS Online).

 

Bug Fixes

  • Fixed bug where product price levels, box quantity amounts and colors were not available when editing existing lines on an existing order. This issue was not resolved in 1.7.31 as previously reported.

 

RFMS Mobile 1.8.3 was released on Tuesday, April 22, 2019 to the Apple App Store, Google Play Store, Microsoft Store and app.rfms.online (RFMS Online).

Important: This update will require all users to login one time after install - when you do so, please choose to deactivate your other device. 

The following is a list of new features, improvements and bug fixes included in this update.

Fixed issues are always included in the release notes below. Click here for a list of unresolved known issues. 

New Features

  • Now supports fixed line totals when exporting from Measure Desktop, Measure Mobile or creating a quote or order from scratch
  • Open to the Product screen from Quote/Order to view the details of a specific product
  • Allow changing line status if user has permissions to Adjust GenPO status, as set in RFMS Online Services
  • When creating a new estimate, user can now specify their own estimate number

Improvements

  • View and edit Work Order Note in Order Entry
  • Clearly indicate if an inventory item is On Order
  • Line items that are In Transit are indicated
  • Replaced the term "Labor" with "Services" throughout the app
  • Replaced "Net Cost" with "Gross Cost"
  • Point of Sale allows selecting an inventory item only if user has permissions to that store 
  • Create customer automatically if required when exporting a quote to an order
  • Send user name when posting payment for tracking purposes in RFMS
  • Search/Barcode/SKU product results shows To Be Determined color option for any non-service product regardless of amount of color options
  • Choosing To Be Determined color always sets the line status to None and the status cannot be changed unless a valid color option is chosen
  • User has the option to create a new quote or abandon changes when saving a quote or order for which the lock has been revoked

Bug Fixes

  • Fixed bug with app hanging when saving export from MM to update an existing quote or order, preventing unnecessarily locked quotes or orders
  • Show message when order can't be locked to post payment instead of hanging endlessly
  • Draft orders now reopened correctly and are not saved as quotes, preventing orders from being locked unnecessarily
  • Duplicated quotes now have correct line status and line numbering, preventing lines from being lost
  • Length field visible only for roll products sold by square area
  • Description of photos are no longer orphaned
  • Freight should show as currency instead of percent
  • Referral users should not be reminded to provide additional information for main type customer when saving a quote or order that is associated with an existing main type customer
  • Box quantity override feature in Quote/Order works like Product Search
  • Prevent cutting and reserving inventory if quantity is zero
  • Prevent cutting inventory if it is on order or if the line item is in transit
  • PDFs attached to line items are visible in the work order line
  • Fixed broken Send menu in Work Order presentation and PDF views
  • Work Order line notes no longer available on the master line when one or more area lines are shown when viewing Scheduled Jobs
  • Visibility of specific work order line notes is now available when viewing Scheduled Jobs

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 The following is a list of improvements and bug fixes that were included in RFMS Mobile 1.7.32, released on Wednesday, March 6, 2019 to the Apple App Store, Google Play Store, Microsoft Store and app.rfms.online (RFMS Online).

Bug Fixes

  • Fixed bug where product price levels, box quantity amounts and colors were not available when editing existing lines on an existing order. This issue was not resolved in 1.7.31 as previously reported.

Improvements

  • Permission to Reserve and Cut Inventory can now be set in RFMS Online Services > Users > Permissions and is honored by RFMS Mobile.

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The following is a list of improvements and bug fixes included in RFMS Mobile 1.7.31, released on Friday, March 1, 2019 to the Apple App Store, Google Play Store, Microsoft Store and app.rfms.online (RFMS Online).

New Features

  • Available inventory can now be Cut when the line item is in None, GenPO or Reserved Status

Improvements

  • When creating a new customer that is detected as duplicate, user can now choose to link to the existing customer (requires RFMS 18.99.2)
  • For users on older versions of RFMS, an easy to understand message appears when attempting to create a customer that already exists
  • Barcode search now excludes inactive products

Bug Fixes

  • Fixed the new Check Inventory feature in the Products screen
  • Prevent reserve or cut inventory operation on a new order
  • Prevent reserve or cut inventory operation on a new Order line

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The following is a list of improvements and bug fixes that were included in RFMS Mobile 1.7.26, released on Friday, February 15, 2019 to the Apple App Store, Google Play Store, Microsoft Store and app.rfms.online (RFMS Online).

New Features

  • Top-level Inventory search and view only screen
  • Allow option to reserve inventory for an order line item (honors RFMS System Options: Inventory Store Visible to User and Allow Assignment of On Order Inventory)
  • Allow inventory to be reserved while order is not yet being edited. Clicking Reserve attempts to open the order for editing
  • Supplier inventory (B2B) for a style and color can now be found via the Product screen (Shaw and BPI are best examples of vendors who provide this information)

Improvements

  • Show inventory from other stores in Point of Sale search and barcode results screen
  • PDF for BidPro Estimates should show in Attachments without requiring a refresh
  • Show Customer SeqNum and Default Store for Customer
  • Sold To and Ship To Business field are read-only

Bug Fixes

  • Ship To fields should not be updated when updating customer from quote/order
  • Allow hiding of line items in Estimate
  • Duplicating an order no longer creates a related quote
  • Set proper default line status for new lines on existing orders
  • Line items with no quantity are now set to None status

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The following are new features, improvements and bug fixes that were included in RFMS Mobile 1.7.3, released Monday, December 17, 2018 to the Apple App Store, Google Play Store, Microsoft Store and app.rfms.online.

 

New Features:

  • Photos attached to Product Styles and Colors are now visible in the Product screen

Improvements:

  • Respects the default line status for new lines added to an existing order and whenever exporting from Measure Desktop or Measure Mobile
  • Show the Estimated Delivery Date of each line item 

Bug Fixes:

  • Retains an unaccepted signature when rotating device
  • Business name should not overwrite customer last name when updating customer in Quote/Order
  • Fixed bug with files and photos being attached to wrong lines when other lines have been previously deleted from the quote/order

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The following are new features, improvements and bug fixes that were included in RFMS Mobile 1.7, released Tuesday, November 20, 2018 to the Apple App Store, Google Play Store, Microsoft Store and app.rfms.online.

New Features:

  • Redesigned Product Search dialog allows for more efficient line item addition including price level selection and quantity entry. Also, allows you to keep adding more lines by keeping the search dialog open.

Improvements:

  • Multi-line editing: Show Price Level, Quantity, Line Group, Use Tax Line (if applicable), Sample Taken and Attachments when multiple lines are selected. Apply changes to all selected lines. (Quantity is excluded if lines don't share the same selling qty per box.
  • Choose lines to include or exclude from the PDF (not a sticky setting)
  • Ability to hide all line items in Quote/Order PDF (sticky setting).
  • Improve handling of Use Tax Line option to match RFMS behavior. The Use Tax Line now appears in all circumstances that it appears in RFMS.
  • Show Supplier field for unreferenced lines
  • Obscure the Cut and Roll costs in Product screen

Customers:

  • Improved support for creation/editing of referral type customers. ProSource users are limited to creating Members and Clients only.
  • Sold To, Ship To, Customer Type and Salesperson(s) are automatically saved as a new customer when creating a new quote/order, if customer is required
  • Sold To only is automatically updated to customer record when saving an existing quote/order, if customer is required (edits to Customer Name and Phone Number are not allowed at this time)
  • Open Customer button in Sold To pane navigates to the customer record
  • First Name, Last Name, and Phone 1 fields disabled when editing a customer
  • Default Salesperson 2 and the Business Name fields now appears on the Customer page

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The following are new features, improvements and bug fixes that were included in RFMS Mobile 1.6.31^, released Wednesday, September 26, 2018 to the Apple App Store, Google Play Store, Microsoft Store and app.rfms.online.

Improvements:

  • Schedule Pro is now an optional top level screen in RFMS Mobile if you have the Schedule Pro module*
  • Order Line Status can now be switched between None and Gen PO*
  • PO Number and Job Info now appear on the Order Entry Dashboard
  • Orders cannot be created when exporting from Measure or Measure Mobile if the user is not permitted to create orders
  • Split commission in RFMS is now honored
  • Installers can now attach PDF documents to the Order or Line Item when viewing Work Orders

Bug Fixes:

  • Gross Cost, Freight and Load are now sent when adding Inventory Line Items in Point of Sale
  • The problem with inventory barcode search in Point of Sale has been fixed
  • Work Orders assigned to Crews that contained a special character in their name were not opening 

*Requires RFMS 18.0.1

^The Android and Windows version is 1.6.32 but is functionally the same

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The following are new features, improvements and bug fixes that are included in RFMS Mobile 1.6.21, released Wednesday, August 1, 2018 to the Apple App Store, Google Play Store, Microsoft Store and app.rfms.online.

New Feature:

  • Photos and PDF's can be attached to Quotes and Orders using drag-and-drop
  • Get Gross Profit for Quotes and Orders*
  • Allow Sort by Line Groups on Printout
  • Add/Edit Work Order Lines, including change quantity
  • If required in System Options, Area names must be pulled from the Area list (does not affect exports from Measure)*

Improvements:

  • Lines in GenPO status can be edited/deleted
  • Line Group are automatically applied to a line if it belongs to a Product Code that is associated with a Line Group
  • Restrict Product Search results to the order store if Products Store Defaults to Order Store is checked in the Product Stores Visible to User system option*
  • Removed Area field from Side Menu
  • Removed Area "blue button" from line item
  • Darkened the Work Order Line information - everything can also be edited, including the Area and Notes

Bug Fixes

  • Create PDF Icon on Side Nav bar properly opens to the Create PDF Setup screen

* Requires RFMS Version 18.0+

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The following are new features, improvements and bug fixes that are included in RFMS Mobile 1.6.11, released Tuesday, July 17, 2018 to the Apple App Store, Google Play Store, Microsoft Store and app.rfms.online.

Improvements: 

  • Improved method to override box/qty when entering an item quantity by users who are allowed. Instead of defaulting to the manual override amount, the quantity now auto-resolves to the box/qty. The user can press an override button at anytime if they wish to enter a manual amount instead. 
  • Users who post credit card payments via the OnTop Credit Card app will now have their receipt account automatically selected for them based on the type of card used^.
  • Payments posted to Cash and Carry orders in Point of Sale can now use the OnTop Credit Card app to process credit card transactions^
  • Quotes and Orders may now be refreshed while viewing them to ensure they display the latest changes made in RFMS
  • Searching by the color SKU or a barcode* is now more easily found on the Products screen
  • Attachments can no longer be deleted from Orders by users who are not allowed to edit Orders
  • More intuitive options are presented to the user when attempting to return to the Home screen prior to saving edits on a quote or order. The default option is now to save the changes back to RFMS if possible. 
  • Installer Work Orders:
    • Company Logo and Store information now appears on the Work Order PDF
    • Work Order PDF is now attached to the Order automatically once the signature is accepted
  • RFMS Online (app.rfms.online) - used when exporting from Measure Desktop
    • Load is now included on new estimates when available on RFMS products used in Measure Desktop
    • Freight is now included on new estimates when available in the export data from Measure Desktop, or if not, the Freight value of the RFMS product is used

Bug Fixes: 

  • The RFMS Mobile app no longer needs to be open first when exporting from Measure Mobile on Windows devices
  • Signature is no longer lost when typing the signer's name below the signature pad
  • Note field can now be scrolled above the keyboard when typing on Android devices

* Available on iOS and Android only

^ Requires an account with the OnTop Payment Processing Service. Contact your RSA for more information.

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The following are new features, improvements and bug fixes that are included in RFMS Mobile 1.6, released Wednesday, June 20, 2018 to the Apple App Store, Google Play Store, Microsoft Store and app.rfms.online.

New Features: 

  • RFMS Mobile now uses a license when logged in
  • Administrators can revoke RFMS Mobile licenses that are being used (similar to Measure Desktop)
  • Administrators can authorize certain mapped users to be able to login to RFMS Mobile in RFMS Online Services
  • RFMS Mobile users can choose to use a second license or deactivate their original license if logging in on a second device
  • Installer Work Orders:
    • Installer may now change Job Status with permission
    • Include Certificate of Completion to installer work order
    • Signature entry for installer work order
    • Share Work Order PDF Document
    • RFMS Mobile Users may view Scheduled Jobs from an Order (Requires RFMS 18.0+)

Improvements

  • Work order lines dialog now allows notes to be edited
  • Support for VAT Tax and British Pounds for UK based RFMS databases
  • Users with the right settings can now override the box quantity
  • Adding a new line with product sold as EA or similar UOM sets the quantity to the RFMS System Option default qty
  • Orders created from point of sale screen are never flagged as "web orders"

Bug Fixes

  • Show totals for BidPro estimates
  • Fixed a bug when using the Android Oreo 8.0 OS where users could not share Quote and Order PDF documents

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 The following is a list of improvements and bug fixes that are included in RFMS Mobile 1.5, released on Tuesday, April 10, 2018 to the Apple App Store, Google Play Store, Microsoft Store and app.rfms.online.

 New Features:

  • New top level Product screen for immediate access to view RFMS Product information. 
  • Default Salesperson can now be assigned to existing customers. 
  • Improvements to the Order Entry > Sold To and Ship To panel
  • Adding a line item via a product barcode search will respect the Customer’s default price level
  • Adding a line item via a product barcode search will now allow the To Be Determined color to be selected
  • Line Items can now be duplicated. Attachments and notes are not copied. 
  • Duplicating a quote now provides an option to make a related or original quote.
  • When associating a member with a client, the member’s default salesperson is applied to the quote/order.
  • RFMS Online only: When exporting from Measure Desktop to RFMS, no login is required to open app.rfms.online. 
  • Installer Work Orders:
    • Installers can now view jobs scheduled on other days, based on permissions applied by an Administrator
    • All PDF attachments are now visible on line items
    • Installers can view Labor Amounts and Labor total by permission applied by an Administrator

Bug Fixes:

Photos are now included in the PDF Quote/Order document when “Create PDF” option is pressed on the toolbar
Installer Work Orders: 
Photo attachments added to Order Header and Line Items from RFMS are now showing
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The following is a list of improvements and bug fixes that are included in RFMS Mobile 1.4.62, released on Monday, February 12, 2018 to the Apple App Store andApple App Store, Google Play Store, Microsoft Store and app.rfms.online.

  • Show or hide the Signature screen on the Quote/Order presentation screens. This is a sticky setting per user. 
  • If the signature screen is present, a printed name for the signer can be added below the signature. 
  • Store Numbers are now visible when selecting a receipt account on the Payment screen.
  • Grey Plus icon is now out of the way on the Quote/Order screen when viewing it in read-only mode. 
  • Pinch to zoom is supported when viewing photos and PDF attachments. 
  • New Schedule Pro and Installer Work Order Screens*:
    • Installers may view scheduled jobs assigned to today only. 
    • Administrators can determine which notes an Installer can view, Work Ticket or Work Order notes. 
    • Scheduled jobs appear in the order of their assigned time slot for the day
    • Order and line item attachments can now be viewed by installers
    • Installers can add new photo attachments to the Order
    • Installers may add notes to the Work Order or Work Ticket notes, depending on which one they have access to. They cannot edit existing notes. 
    • RFMS Mobile users can have a Schedule Pro screen present on their list of screens by permission of their Administrator. This allows them to select a crew of their choice and view scheduled jobs for today only. 

Fixed:

  • Roll inventory was not properly cut from inventory when using the Point of Sale screen.
  • Some old signatures were appearing on new quotes and orders

*The Installer Work Order screen is a purchased Add-On. Please contact your RSA if you are interested. 


Previous Version

RFMS Mobile 1.4 released October 24, 2017 to all three app stores:

IMPORTANT: This update includes support for the new workflow from Measure Mobile when creating or updating quotes, orders and BidPro Estimates in RFMS. It is required for anyone using Measure Mobile 3.18 who wishes to do the above.

New Features

General

  • Now supports iPad multitasking (split screen) for iOS 11 users
  • Australia and New Zealand stores will now handle GST according to their store settings (either showing it, labelled GST, or modifying the total to say "GST included")
  • Applied localization for Australia and New Zealand for display of dates and GST labels

Customers

  • New Customer screen to view/edit customer information. Call, Text, Email or Navigate to their location.
  • Require customer name, address, city, state and ZIP when creating a new customer for ProSource users
  • Order Entry and Customer screens allow customer to be updated only if the user has permissions

Quotes/Orders

  • Order Entry dashboard now shows the status of each quote/order
  • RFMS Product Templates that are associated with a line item’s Product Code can now be discovered
  • Added support for RFMS Line Groups
  • Scroll side bar to top when content changes or line item is selected
  • When exporting a quote that has lines with samples taken, prompt user to check them in
  • TBD is now an option for products with more than one color option
  • Estimated Delivery Date field moved below Measure Date
  • Attachments can now be deleted from either a Quote or Order
  • Show gross profit percentage, when allowed
  • Tax status field is now always read-only

Export from Measure

  • New “Export from Measure” screen allows the user to choose to merge with an existing or create a new quote/order or BidPro Estimate
  • Create PDF buttons on Export from Measure and Confirm Changes screens saves the document and navigates directly to the Presentation screen to share the PDF with the customer
  • Presentation screen automatically includes “Measure Mobile Attachment” PDF attached during latest export from Measure Mobile

Create PDF Screen

  • Sending via Email now calls the Mail app in Windows 10
  • Enabled Create PDF for BidPro Estimates
  • Pressing "No Payment" button on payment bar attaches the Order PDF document to the Order in RFMS
  • Portrait is now the default orientation

Bug Fixes

  • Style name no longer added to product name when adding bundled and template products
  • Fixed bug where app crashed when viewing photo before a quote or order is saved
  • PDF document honors Line Notes checkbox
  • Fixed problem generating the PDF document when the Line Status box is checked
  • Document title is now shown in draft document during export
  • Salespeople on documents or associated with customers are added to the Quote/Order in all circumstances
  • Prices no longer shown in price level drop-down when multiple products are selected
  • Lines with "write-in" prices no longer affected by price level changes on other lines when "apply price level to all lines" is checked
  • Selecting "write-in" no longer affects other lines when "apply price level to all lines" is checked

 

Release Notes for RFMS Mobile 1.3:

This update re-branded the app as RFMS Mobile; formerly known as MOE, or Mobile Order Entry. The update also includes a few functional improvements to the app as described below.

RFMS Mobile requires a subscription. Please contact your RSA to learn more. 

Features

  • New icon and name
  • Icons now shown to indicate sample taken, line note, and attachment
  • Pre-tax, estimated total now shown when creating or editing documents
  • New color can now be chosen, when available, without having to re-search for the product

Fixes

  • Labels for billing status search filter on Orders fixed to display Open and Jobcosted
  • Price level set to "write-in" when price modified manually
  • Bug that caused the app to crash intermittently, especially on Windows
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