RFMS Mobile

The RFMS mobile application provides access to RFMS Quotes, Orders, Customers, Products and Inventory via your mobile device. It can be used to create quotes and orders on the fly and email a quote or order PDF document to your customer. A dedicated Point of Sale screen offers the ability to process sundries for a supply room checkout using the device's camera as a barcode scanner. It also includes a quick cash and carry option. This app was formerly known as the "MOE" or Mobile Order Entry App. It is also built to integrate easily with our other apps such as Measure Mobile and CRM. A subscription is required.

General

How to obtain iOS crash logs for RFMS Mobile
To help troubleshoot some bugs, the RFMS Support Team may need you to submit...
Where Do My Notes Go?
RM Order Entry Notes Internal Note Where to enter: Tap the button, then...
RFMS Mobile Licensing and User Administration
RFMS Mobile is available through subscription licensing. For more information...
How to activate Warehouse as a beta feature in RFMS Mobile
Prerequisites: Submit an email request to appsbeta@rfms.com - once you subm...

Updates

RFMS Mobile Release Notes
RFMS Mobile 2.8 was released on March 30th, 2026 to all App Stores.Improveme...
RFMS Mobile Beta Release Notes
RFMS Mobile 2.1.16 was released on Thursday, August 12, 2021 to all beta t...

Dashboard Screen

The Dashboard Screen
This screen shows you your recent Drafts, Quotes, and Orders. From this scree...

Customer Screen

Search for or Edit Customer
The Customers screen allows access to your RFMS Customer Database. From here ...
Add Customer
Customers can be added to your RFMS Customer Database through the Customers s...

Products Screen

How to Search for Products
The Products screen allows you to search for products and check their availab...

Inventory Screen

Search Inventory
This screen allow you to search store inventory and location. The inventory r...

Order Entry Screen

How to Use Billing Groups in RFMS Mobile
In RFMS Mobile you can search and view, assign orders to, create new, and man...
How to Edit the Cost of a Line Item and Include a Comment
If you have the permission to edit the cost on a line item, then you will be ...
How to Adjust Costed Inventory through RFMS Mobile
The option to search and adjust inventory through Measure mobile is controlle...
Create Digital Picking Tickets in RFMS Mobile
When needing to create a digital picking ticket from RFMS Mobile, the Create ...
Inventory Move Requests
Inventory Move Request in RM RFMS Mobile allows you to search and request inv...
How to Append Quote to Existing Order
When you need to append an additional quote to an existing order use the Appe...

See all 29 articles

Point of Sale Screen

How to Use the Point of Sale Screen
The Point of Sale screen allows you to create a pick up order, search existin...
Add Supplies to an Existing Pick Up Only Order
Create a New Pick Up Only Order
From the Point of Sale screen in RFMS Mobile you can Create an order for pick...

Payments in RFMS Moible

Send a Payment Request with My Flooring Link from RFMS Mobile
Use RFMS Mobile to send an order to a customer through My Flooring Link. The ...
Accept a Card-Not-Present Payment in RFMS Moible
Use RFMS Mobile to enter a customer's credit card information and accept a pa...
How to Get a Credit Card Pre-Authorization on a Quote
Obtaining Credit Card Pre-authorizations is a feature of RFMS Credit Card Ser...
Processing Refunds through RFMS Mobile
Use RFMS Mobile to refund all or part of a card payment processed through Pay...

Legacy Payment Solutions for RFMS Mobile

Accept a Payment in RFMS Mobile with a CardPointe Integrated Terminal (Legacy)
This article will cover how to take a credit card payment using a CardPointe ...
Accept a Payment in RFMS Mobile with a CardPointe Mobile Reader (Legacy)
This article will cover how to take credit card payment using a CardPointe SD...

Mobile Work Orders

Multi-company Mobile Work Orders
Installers can toggle between multiple companies using the side menu in Mobil...
Allow RFMS Mobile Users to View Work Orders
Any RFMS Mobile user can be allowed to view work orders. You can manage who h...
Installers: How to Activate your Mobile Work Orders Invitation
This article provides steps on how to activate an invitation to view Mobile W...
How to Use Mobile Work Orders
This article is for Installers that have been granted access to view Mobile W...
How to Set up Mobile Work Orders
Companies that use RFMS Schedule Pro and have purchased Mobile Work Orders ma...