Sarah Swinney

Note: The quote or order must be opened for editing before you can add or edit lines. Tap  in the top right to do this. How To: Check a single line item Tap the Line tab Use the dropdown labeled...

Note: The quote or order must be opened for editing before you can add or edit lines. Tap  in the top right to do this. This text field allows you to assign the line item to an area. These can al...

Note: The quote or order must be opened for editing before you can edit lines. Tap the edit button  in the top right to do this. Line quantity can be adjusted differently depending on the type of...

Work order lines can be added to a quote or order when creating or editing them in RFMS Mobile. Lines can be added to a product or a service line. Work order lines are also created automatically wh...

Make sure you are in edit mode of the quote or order. Then select a line item to edit. Scroll down the Line tab to the price section How to Adjust: A. Price Level Use the dropdown box to set th...

Images and documents can be attached to a quote or order via the Attachments tab in the right side section. For information on how to include attachments on the PDF proposal or order please see the...

Sharing a Quote or Order allows you to send a customized document to your customer. This document can have optional approval and signature requirements as well as include contract terms and conditi...

The Proposal document can be customized and shared with the client. Note that customizing and creating PDF documents cannot be done while editing a quote or order. You must first Save. Video Tutori...

In RFMS Mobile you can mark product lines as having a sample taken. Multiple can be check in or out at once. Lines that have a product sample taken will have an icon, , to indicate this.  Note: I...

Payment can be posted while viewing an order in Order Entry. Payment options include Cash, Check, and Credit. If your company is set up using RFMS Credit Card Services please refer to these article...