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  1. Apps
  2. RFMS Mobile

RFMS Mobile

RFMS Mobile is designed to help you quickly access and manage your quotes, orders, and product information. It is also built to integrate with our other apps such as Measure Mobile and CRM.

General

  • Where Do My Notes Go?
  • How to activate Warehouse as a beta feature in RFMS Mobile
  • RFMS Mobile Licensing and User Administration

Updates

  • RFMS Mobile Release Notes
  • RFMS Mobile Beta Release Notes
  • Service Incident on October 28, 2020

Dashboard Screen

  • The Dashboard Screen

Customer Screen

  • Search for or Edit Customer
  • Add Customer

Products Screen

  • Searching Products

Inventory Screen

  • Search Inventory

Order Entry Screen

  • How to Append Quote to Existing Order
  • Share, Print, or Attach the PDF Document for a Quote or Order
  • Create a PDF for your Quote or Order
  • Add a New Quote or Order
  • Search for Quotes, Orders, or Estimates
  • How to Search and View Claims in RFMS Mobile
See all 24 articles

Point of Sale Screen

  • How to Use the Point of Sale Screen
  • Add Supplies to an Existing Pick Up Only Order
  • Create a New Pick Up Only Order

Accepting Payment

  • Accepting Payment Using a CardPointe Integrated Terminal
  • Taking a Payment Using a Mobile Card Reader with CardPointe
  • Taking Payment when Card is NOT Present
  • Request Payment Through the Customer Web Portal (My Flooring Link)

Mobile Work Orders

  • Allow RFMS Mobile Users to View Work Orders
  • Installers: How to Activate your Mobile Work Orders Invitation
  • How to Use Mobile Work Orders

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