RFMS Mobile vs ProSource Wholesale Trade Pro

RFMS Mobile*, the companion app to the RFMS Business Management Software, provides access to your customers quotes and orders from anywhere! With RFMS Mobile you’re no longer chained to your desk. Use your mobile device to create new quotes and orders with real time access to products, inventory quantities and even attach photos to a quote, order or line item. RFMS Mobile also works along with Measure Mobile to create/update Quotes, Orders and BidPro Estimates from Measure projects. Features included in this app: Customers • Search for, view and edit# customer information • Call, Text, Email or Navigate to your customer’s place of business or shipto location Order Entry • Create RFMS quotes or orders# • Search for existing quotes or orders • Edit existing quotes or export them to an order# • Attach photos to line items or the quote/order • View existing PDF attachments or include them in the Quote/Order document • Post payments to an Order • Create a PDF Quote, Order or BidPro Estimate document to email, share or print for your customer Point of Sale# • Create a Point of Sale order • Add to existing orders used to sell supplies to installer crews • Search available inventory • Place line items into Cut status • Create a pick up document only • or, Create a receipt and post payment • Place Cut lines into Delivered status * A subscription is required to use RFMS Mobile # Allowed by Administrator Permission only

Accelerate your business with ProSource Wholesale. This app was designed exclusively for our trade pro members. Access the information you need… anytime, anywhere. It’s just another perk of partnership with ProSource. Order Approval • Confirm line items are accurate • Approve orders with a click • Easily notify clients if their approval is needed Order Payment • Make payments through the app • Securely transmits credit card information • Easily notify clients if payment is due from them Request Appointment and Order Pick Up • Request a virtual or in-person appointment • Request an order pick up appointment when it’s available in the warehouse Digital Referral Cards • Share with clients via text or email, saved electronically • Includes showroom location and who to ask for upon arrival • Helps the showroom know it was you who referred the client • Allows your client easy access to your showroom and account manager to help with their project Notification Alerts • Push notifications for important order updates or required actions • Receive alerts when new estimates are available • Get notified of order status changes (one line item or the entire order) • Receive notifications when payment is due • Track orders from Ready for Approval to Ready for Pickup Other Features • Easy account setup • Single account and log in for app and myProSource website • View referral bonuses earned for the current calendar year • Contact your account manager and client with a tap • See a history of estimates and orders for the last three years • View and send PDF versions of estimates and orders