Sarah Swinney

All license management for RFMS Apps and Measure Flooring products is done through the RFMS Online Services web portal, or ROS. Depending on your assigned User Role you will have different levels o...

License administrators and managers for a company can access RFMS Online Services to manage their users and user access. Companies With RFMS Access How To Add a User: 1. From the das...

My Flooring Link allows you to generate a document that can be accessed via a link that you send to your customer. This allows them to view, approve, authorize, and pay for quotes and orders in you...

 Note: This feature is only available to users with administrator privileges. For more information please see the article User Roles and Permissions. Locations that inventory can be moved from or...

The Leaderboard is found under the Reports screen, , in CRM. This screen has different options depending on whether you have a role as an estimator/salesperson or as an administrator/manager. For m...

This article will cover how to take a credit card payment using a CardPointe Integrated Terminal. These can be used with any platform that RFMS Mobile works on. This includes Android, iOS, Windows ...

This screen allows you to search Order Entry for quotes, orders, or estimates that you have created or have been assigned to you. Depending on your RFMS User permissions you may also be able to sea...

Customers can be added to your RFMS Customer Database through the Customers screen in RM. How To: Press the grey plus icon, Fill out the New Customer form. Tap Save to add the new customer to y...

The CRM app is currently available for iOS, Windows, and Android. This document provides a walkthrough for installation on each platform. Requirements License subscription to CRM. Authorized to u...

Opportunity cards are your way of tracking a sales opportunity from start to finish. The card offers much of its information at a glance.         The color bar on the left of the card coordinates...