RFMS Mobile
iOS Universel / Economie et entreprise
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
Quoi de neuf dans la dernière version ?
Enhancements
1) Option to turn off prompt to name photo attachment
2) Export from Measure Mobile allows user to choose to return to MM or stay in RM
3) Quotes/Orders search requires at least 3 characters, if other filters are not set
4) Estimated Delivery Date filter displays user-defined label
5) Measure Date filter displays user-defined label
6) List view in Schedule Pro
7) Clarified options for Payments Flex card readers
8) Support for PaymentsFlex ACH payment
9) Send sales tax to PaymentsFlex along with payment amount
10) Pay feature available only by permission
11) Preauthorization feature available only by permission
12) Added “Include Measure Attachments” checkbox to PDF customization
13) Added “Include Approvals” checkbox to PDF customization and allow users to approve terms and conditions
14) Inventory gross cost hidden behind curtains
15) Logging in or pressing Refresh Settings forces updating lists of salespeople, receipt accounts, etc.
16) Enforced system option to verify Ship to city, state, and ZIP
Bug Fixes
1) Fixed issue with photos with portrait orientation not rendering correctly in Windows
2) Fixed issue with quote/order remaining open after logging in as user of another company
3) Fixed bug with no results when user is not permitted to “Search All Quotes and Orders”
4) Fixed incorrect available inventory shown for roll products that use length units
5) Fixed inability to render some PDFs
6) Fixed bug with certain costs not saving to RFMS correctly
7) Fixed issue with UPC-A barcodes being mistaken for EAN-13
8) Fixed bug with links to external web sites and apps in iOS 18
9) Fixed issue with Paperless attachments not deleting properly
10) Hide Share option in BidPro estimate
11) Search results no longer displays billing group for quotes
12) Allow opening of URL attachment in browser if unable to view in app
13) Ensure any canceled PO are not allowed to be received
14) Ensure duplicating related quote always relates back to original quote
15) Search Products lists price level for the store on the order
16) Store list filters out inactive stores
17) PDF renders line attachments in correct order
18) Allow merging with existing quote/order if user is allowed to “Edit an order”
