RFMS Mobile
Access RFMS from anywhere
Free
2.5.38for iPhone, iPad and more
Age Rating
RFMS Mobile Screenshots
About RFMS Mobile
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
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
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What's New in the Latest Version 2.5.38
Last updated on Feb 28, 2024
Old Versions
Digital Picking Tickets
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Version History
2.5.38
Feb 28, 2024
Digital Picking Tickets
2.5.35
Feb 1, 2024
Request Inventory From Other Stores
2.5.33
Jan 11, 2024
Inventory Move Requests
2.5.1
May 3, 2023
Ready to Schedule button for SchedulePro Alerts
CynclyPay Features
CynclyPay Features
2.4.44
Jan 20, 2023
Maintenance Update
2.4.31
Dec 15, 2022
Updates to CA Recycle Fee
2.4.14
Oct 25, 2022
Prosource Referral field now hidden by "curtain"
Token Notes can be added when saving new credit card tokens
Token Notes can be seen when selecting credit card tokens
Token Notes can be added when saving new credit card tokens
Token Notes can be seen when selecting credit card tokens
2.4.8
Sep 1, 2022
Preauthorizations on Quotes
2.4.7
Aug 31, 2022
Preauthorizations in Quotes
2.4.5
Aug 30, 2022
Quote Authorizations are now available to RFMS Credit Card Services users.
2.3.47
Jul 14, 2022
Prosource Users can now view and edit Referrals
Users can now enter custom quote and order numbers
Users can now view and edit notes on Customer Records
Users can now enter custom quote and order numbers
Users can now view and edit notes on Customer Records
2.3.27
Apr 27, 2022
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
Version 2.3.27 contains bug fixes meant for California clients impacted by CARE
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
Version 2.3.27 contains bug fixes meant for California clients impacted by CARE
2.3
Mar 29, 2022
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
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
2.2
Dec 22, 2021
New features include appending quotes lines to an existing order, viewing purchase order information for On Order lines, and attaching photos to inventory records. A full list of improvements and bug fixes can be found at https://rfmsapps.zendesk.com/hc/en-us/articles/360012118453
2.1.22
Dec 15, 2021
This version is a minor release to address the improper handling of Load Percent on Order lines.
2.1
Aug 25, 2021
• 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
• 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
2.0.42
Jul 20, 2021
• Search for Products and Inventory within quotes and orders
• Add notes and attachments to claims
• Bug fixes and performance improvements
• Add notes and attachments to claims
• Bug fixes and performance improvements
2.0.41
Jun 30, 2021
• Search for Products and Inventory within quotes and orders
• Add notes and attachments to claims
• Bug fixes and performance improvements
• Add notes and attachments to claims
• Bug fixes and performance improvements
2.0
Jun 24, 2021
• Search for Products and Inventory within quotes and orders
• Add notes and attachments to claims
• Bug fixes and performance improvements
• Add notes and attachments to claims
• Bug fixes and performance improvements
1.11.32
Apr 2, 2021
Bug fixes
1.11.31
Mar 16, 2021
Bug fixes
1.11.30
Nov 26, 2020
Bug fixes
1.11.29
Nov 21, 2020
Bug fixes
1.11.25
Nov 11, 2020
- Added Internal Note field to line items
- New orders, quotes, or customers can now be created from the dashboard
- Users now have the ability to share or print attachments
- Bug fix: User can now download and view large PDF attachments
Complete release notes here: https://rfmsapps.zendesk.com/hc/en-us/articles/360012118453-RFMS-Mobile-Release-Notes
- New orders, quotes, or customers can now be created from the dashboard
- Users now have the ability to share or print attachments
- Bug fix: User can now download and view large PDF attachments
Complete release notes here: https://rfmsapps.zendesk.com/hc/en-us/articles/360012118453-RFMS-Mobile-Release-Notes
1.10.7
Jun 22, 2020
Bug fixes
RFMS Mobile FAQ
Click here to learn how to download RFMS Mobile in restricted country or region.
Check the following list to see the minimum requirements of RFMS Mobile.
iPhone
Requires iOS 11.0 or later.
iPad
Requires iPadOS 11.0 or later.
iPod touch
Requires iOS 11.0 or later.
RFMS Mobile supports English
