RFMS Mobile2.9.0 - App Store

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

Version History Enhancements and bug fixes 2.9.0 Sep 15 Bug fixes 2.8.4 May 7 Bug fixes 2.8.1 Apr 3 * Support for millimeter units
* Support for Paperless attachments in Mobile Work Order
* Color number included in product description
* Bug fixes 2.8.0 Mar 30 IMPROVEMENTS
Attachments now load separately, speeding up the loading of Quotes & Orders

BUG FIXES
Fixed bug that prevented cut/reserve inventory from scanned barcode
“Show Misc. Charges” check box no longer shows/hides line quantities or subtotals
Fixed search by “Any Date” after searching on “Custom Dates”
Restored missing “Pick Up” and “Pick Up & Pay” options in Point of Sale 2.7.0 12/11/2025 Bug Fixes:
Email notifications sent for successful payment/authorization for Payments Flex
Changing customer type, phone, or email on quote/order header no longer updates customer records
Freight & Load are now hidden behind curtains
Freight & Load amount saved correctly even if not visible to user
Copy from Sold To restored in Ship To options 2.6.3 10/04/2025 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” 2.6.0 08/01/2025 Bug Fixes and Enhancements 2.5.68 11/12/2024 Payments Flex
Bug Fixes & Enhancements 2.5.67 11/01/2024 Bug fixes 2.5.63 10/01/2024 Bug fixes 2.5.59 09/16/2024 Request inventory from other stores
Create and add orders to Billing Groups
Process credit card refunds
View freight and load per line
Admin-controlled PDF options 2.5.54 08/22/2024 Digital Picking Tickets 2.5.38 02/28/2024 Request Inventory From Other Stores 2.5.35 02/01/2024 Inventory Move Requests 2.5.33 01/11/2024 Ready to Schedule button for SchedulePro Alerts
CynclyPay Features 2.5.1 05/03/2023 Maintenance Update 2.4.44 01/20/2023 Updates to CA Recycle Fee 2.4.31 12/15/2022 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 2.4.14 10/25/2022 Preauthorizations on Quotes 2.4.8 09/01/2022 Preauthorizations in Quotes 2.4.7 08/31/2022 Quote Authorizations are now available to RFMS Credit Card Services users. 2.4.5 08/30/2022 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 2.3.47 07/14/2022 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 2.3.27 04/27/2022 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 2.3 03/29/2022