RFMS Mobile Apps Workflow

CRM, Measure Mobile, & RFMS Mobile

Join us to learn how to get the most out of RFMS Mobile Apps. 

In this beginner-level 1-day virtual classroom, you will learn how to:

Utilize the CRM Pipeline to:

• Track Opportunities
• Contact Clients
• Create Measures
• Generate Quotes/Orders
• And More

Learn the Basics of Measure Mobile including:

• Drawing Fundamentals
• Free Draw
• Project Sets
• Editing Cut Plan
• Utilizing Checklists
• Converting Measure Mobile Project to RFMS Quote

RFMS Mobile 101:

• View/Edit/Add Quote
• Share Quote for Approval (My Flooring Link)

Who is this class recommended for?

• New RFMS Mobile Users
• Owners, Salespersons, Estimators
• Experienced Users with a Desire to Enhance Their RFMS Mobile Workflow

How does virtual classroom training work?

This classroom allows you to connect to a practice copy of the RFMS using your own desktop or laptop computer at your remote location (at your store or elsewhere).  You will also login to a Ring Central meeting where you will be able to see and hear the instructor and any other students who share their camera.  This is where you can communicate and ask questions or chat using the online chat box.

The instructors can also virtually monitor your practice screen and can take control of your screen if you need help.  

What else is included?

Each attendee receives any electronic documentation/presentations available for the class, a recording of the class session and access to the virtual practice lab for two weeks following the live training. This is perfect for additional practice in RFMS.

What do I need to get connected?

Click on the PDF link below and view/print detailed instructions which include how to test your connections, hardware requirements and more.

Preparing for your Virtual Workshop - Ring Central.pdf