Sarah Swinney

This screen allow you to search store inventory and location. The inventory record tile clearly indicates available inventory, reserved, soft reserved, and received. How To: From the dropdown se...

The Products screen allows you to search for products and check their available inventory. To search for products within a quote or order please see the article Search and Add Products or Services ...

The Customers screen allows access to your RFMS Customer Database. From here you can search, view, edit and add customers.    Search and View Customer 1. Enter the customer or organization name in...

This screen shows you your recent Drafts, Quotes, and Orders. From this screen you can create a New Order, New Quote, or Add a Customer. Tips: Drafts are saved per device. Quotes and Orders will...

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 ...