Sarah Swinney

Any RFMS Mobile user can be allowed to view work orders. You can manage who has access to view work orders through the RFMS Online Services website.     How To: Log in to the RFMS Online Se...

This article provides steps on how to activate an invitation to view Mobile Work Orders as an installer or field supervisor.  Jump to section:How ToTroubleshooting   Video Tutorial   How To 1....

This article is for Installers that have been granted access to view Mobile Work Orders through the RFMS Mobile app. Video Tutorial   Dashboard Views Day View Week View Month View Schedule Vi...

Companies that use RFMS Schedule Pro and have purchased Mobile Work Orders may send invitations to their installers to view their work orders in the RFMS Mobile app. When logged in to the RFMS Onl...

The Customer Relationship Management app (CRM) is available through a subscription. For more information about the cost per license and how to sign up or add it to your existing subscription please...

This article will cover the overview of the Pipeline screen in CRM. It will highlight the overall workflow process. For specifics about the workflow stages, creating, and working in an Opportunity ...

This article provides a detailed overview of user role assignments and permissions maintained in RFMS Online Services (ROS). This web portal is also where license usage for all RFMS apps are mainta...

Create a New Checklist Video Tutorial   Login to RFMS Online Services (you must be an Administrator or Manager). Click on the Checklist Tile Click on the red plus icon, , and select Add a Che...

Recovering a past version(s) of a project can been done regardless of what stage a project is currently in: open, draft, pending, finalized, or archived.  Note: You must be an Administrator or a M...